Financial Service Representative ("FSR")
JOB STATUS Permanent Full Time
LOCATION Calgary, Surrey and Toronto
DEPARTMENT Retail Banking
JOB STATUS Permanent Full Time
LOCATION Calgary, Surrey and Toronto
DEPARTMENT Retail Banking
JOB DESCRIPTION
To help develop business for each retail branch and achieve various business development targets allocated to that Branch. The incumbent will also provide “Relationship Management” services for the High Networth Clients of the Branch.
Areas of responsibility include:
Branch Sales Activities:
Will be jointly responsible with the Branch Manager for achieving the branch sales targets.
Identify opportunities to sell ICICI Bank products and services
Conduct local area marketing activities for the branch. This will include conducting scoping various opportunities that are available and taking advantage of the same. The FSR will be expected to conduct about 50-75 such initiatives every year. This will involve a fair bit of traveling in the branch catchment area.
Envisage, develop and drive various branch sales efforts/ branch sales contests
The FSR will also be the resource responsible for sales MIS of the branch. He/She will provide requisite support to other branch staff to meet their cross sell objectives and keep track of the same
Service Activities:
Process sales transactions efficiently and accurately.
Refer enquiries to the appropriate team.
Maintain a general knowledge of the Bank’s common products and services.
Take ownership of client complaints/issues, initiating action through the relevant team/s
Develop relationship and rapport with the branch High Value Clients and focus on increasing business from this set of customers. Focus on moving more customers to this bracket.
Adherence to compliance:
Ensure all Bank & Industry service standards and codes of conduct are adhered to.
QUALIFICATIONS
Graduate
WORK EXPERIENCE
2-6 years Sales of Financial Services, Relationship Management Sales/Service
JOB AUTHORITIES
People Related: Will be reporting to Branch Manager (or Assistant Manager- Branch in absence of Branch Manager)
Operational Related: Adhere to all policies and procedures for transactional banking, AML and KYC.
SKILLS
Functional Skills:
Knowledge of ICICI banking products and services
Ability to understand the client's need and explain the product benefits
Knowledge of ICICI banking procedures and processes
Ability to process sales related transactions
Excellent sales skills
Knowledge of multiple languages would be an advantage
Behavioural Skills:
Excellent communication and interpersonal skills
Ability to multi-task and adapt to any situation or change
Fast learner, energetic, and results-oriented
Problem solver with good judgment
Great communicator and team player
Professional, honest and efficient
Conduct customer's business privately and keep their financial information confidential
Work well under pressure
To apply for this position, please forward your resume via email, stating the job title in the subject line, to careers.ca@icicibank.com.
ICICI Bank Canada is an Equal Opportunity Employer. Employment contingent upon successful completion of a background investigation. No agencies please. No faxes please. Only those candidates considered qualified will be contacted. All other resumes will be kept on file for six months.
More information click on ICICI Website
http://www.icicibank.ca/personalBanking/popup_careers_bso.htm
To help develop business for each retail branch and achieve various business development targets allocated to that Branch. The incumbent will also provide “Relationship Management” services for the High Networth Clients of the Branch.
Areas of responsibility include:
Branch Sales Activities:
Will be jointly responsible with the Branch Manager for achieving the branch sales targets.
Identify opportunities to sell ICICI Bank products and services
Conduct local area marketing activities for the branch. This will include conducting scoping various opportunities that are available and taking advantage of the same. The FSR will be expected to conduct about 50-75 such initiatives every year. This will involve a fair bit of traveling in the branch catchment area.
Envisage, develop and drive various branch sales efforts/ branch sales contests
The FSR will also be the resource responsible for sales MIS of the branch. He/She will provide requisite support to other branch staff to meet their cross sell objectives and keep track of the same
Service Activities:
Process sales transactions efficiently and accurately.
Refer enquiries to the appropriate team.
Maintain a general knowledge of the Bank’s common products and services.
Take ownership of client complaints/issues, initiating action through the relevant team/s
Develop relationship and rapport with the branch High Value Clients and focus on increasing business from this set of customers. Focus on moving more customers to this bracket.
Adherence to compliance:
Ensure all Bank & Industry service standards and codes of conduct are adhered to.
QUALIFICATIONS
Graduate
WORK EXPERIENCE
2-6 years Sales of Financial Services, Relationship Management Sales/Service
JOB AUTHORITIES
People Related: Will be reporting to Branch Manager (or Assistant Manager- Branch in absence of Branch Manager)
Operational Related: Adhere to all policies and procedures for transactional banking, AML and KYC.
SKILLS
Functional Skills:
Knowledge of ICICI banking products and services
Ability to understand the client's need and explain the product benefits
Knowledge of ICICI banking procedures and processes
Ability to process sales related transactions
Excellent sales skills
Knowledge of multiple languages would be an advantage
Behavioural Skills:
Excellent communication and interpersonal skills
Ability to multi-task and adapt to any situation or change
Fast learner, energetic, and results-oriented
Problem solver with good judgment
Great communicator and team player
Professional, honest and efficient
Conduct customer's business privately and keep their financial information confidential
Work well under pressure
To apply for this position, please forward your resume via email, stating the job title in the subject line, to careers.ca@icicibank.com.
ICICI Bank Canada is an Equal Opportunity Employer. Employment contingent upon successful completion of a background investigation. No agencies please. No faxes please. Only those candidates considered qualified will be contacted. All other resumes will be kept on file for six months.
More information click on ICICI Website
http://www.icicibank.ca/personalBanking/popup_careers_bso.htm
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