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2069.Relationship Executive - Retail

Company

United Bank Limited

Location

, , pakistan, Pakistan

Type

Full-time

The Relationship Executive is responsible for achieving sales targets, focusing on deposits solely from NTB customers, and cross-selling banking products while ensuring compliance with Shariah guidelines and maintaining high service quality standards.

  • Tag and manage a portfolio based on employee ID, enabling account opening in any branch.
  • To open valued accounts on monthly basis with an average balance of Rs >50k each as per assigned KPIs.
  • Ensure the proper input of sales pipeline and customer profiling using the provided Sales Management Platform (SMP).
  • Maintain and update sales management logs, including call reports, pipeline management reports, and scorecards.
  • Attend daily morning huddles led by the Branch Manager.
  • Conduct regular sales calls and visits as per prevailing SMP guidelines in order to engage with customers.
  • Timely support to operations for the submission of AOFs and ensure KYC regime is updated and in...

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