Yasinta Japhet

• Develop and maintain long-term relationships with clients. • Act as the primary point of contact for client inquiries and concerns. • Understand client needs and provide tailored solutions. • Work closely with sales and marketing teams to drive business growth. • Ensure customer satisfaction and resolve issues effectively. • Analyze customer data and market trends to improve retention strategies. • Identify new business opportunities and upsell company services. • Provide regular reports on client feedback and business performance. • Ensure compliance with company policies and industry regulations. • Attend networking events and industry conferences to build relationships.

• Building Relationship with a portfolio of customers assigned to become the first point of contact for their banking needs. • Growth of CASAFD and ASSET of the existing client portfolio as per target given and acquisition of new CASAFD and ASSET customers as per given budget. • To meet the fee income goal through existing client’s portfolio • To provide a personalized and committed banking service to the customers in the portfolio, such as review on customer accounts and giving each customer the opportunity to make informed choices in their daily banking. • Identification of cross selling opportunities in the customer portfolio assigned. • Developing and maintaining a sales/queries management data base which can be used for review purposes, analysis of branch performance and reflection for improvement. • Working with branch managers to anticipate key issues, identifying useful opportunities and offering professional expertise/solution to all stakeholders. • Use referrals from existing clients in the portfolio to open new clients accounts. • Have a good understanding of all products/services offered by Exim Bank to be able to serve the client better. • Prepare report to Branch Manager

• Building Relationship with a portfolio of customers assigned to become the first point of contact for their banking needs. • Growth of CASAFD and ASSET of the existing client portfolio as per target given and acquisition of new CASAFD and ASSET customers as per given budget. • To meet the fee income goal through existing client’s portfolio • To provide a personalized and committed banking service to the customers in the portfolio, such as review on customer accounts and giving each customer the opportunity to make informed choices in their daily banking. • Identification of cross selling opportunities in the customer portfolio assigned. • Developing and maintaining a sales/queries management data base which can be used for review purposes, analysis of branch performance and reflection for improvement. • Working with branch managers to anticipate key issues, identifying useful

• Drives revenue and maximizes profitability through day-to-day management of sales pipeline and pipeline of customers. • Meet accountabilities by managing assigned territory, identifying and developing new opportunities, and generating and closing new business. • Communicate, interact, and educate customers throughout the sales process. • Lead the end-to-end sales process by providing various product demos and presentations. • Manage a pipeline of customers (existing and potential) and maintain customer database. • Maintain customer satisfaction by tracking, reporting, and responding to customer issues, service requests, and concerns. • Meet sales quotas by managing sales processes, responsibilities, and expectations.

• Making presentation on introducing the Barclays bank product to the potential customers • Ensuring customers present all required document as per requirement • Certifying all customers documents and completion of all necessary • Collecting market/competitor information from the field and reporting to manager with a view to improving our product • Awareness of the channel through which customers can contact the bank feedback/complain • Advice the customer on the fates of their application on term and condition as the contract to comply • Loan issuing • Account opening