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Job Description
Job Purpose
This role conducts sales of retail products to existing BSF customer base using the My Family program in order to achieve branch and region product sales targets and manage customer loyalty attrition. My Family Relationship Manager is tasked with selling to My Family customers (defined as product +1 customer) all available products and services to increase customer and product breadth.
Description
• Acquires new product +1 client to support the growth of My Family Client base in the Branch
• Maintains the relationship through follow-ups and after service ensures growth in this segment
• Knows all clients in the program and keep constant communication with them
• Calls and sells products to customers included in various Campaigns such as Performance Into Action, Limit Transfer and Travel Insurance, etc. with the objective of increasing product breadth
• Provides product and quality service advice and relevant appropriate products and services to achieve the financial goals of the Branch
• Provides inputs in the formulation of Branch Sales Plan in coordination with the Branch Manager
• Provides product and quality service information and advice on promotional programs to clients to increase awareness and level of sales
• To meet the branch objectives, assists in the preparation of the Branch’s marketing plan in coordination with the Branch Manager
• Makes visits existing and prospective clients, attends customer events whenever possible to strengthen BSF relationship with the client. Prepares List of prospective clients should be maintained for tracking purposes and establishing relationship with them and reports the program activities and progress to Branch Manager
• Maintains strict control of confidential documents and negotiable items to prevent loss or misuse
• Performs other functions as may be directed by Branch Manager from time to time to meet the requirements of the business
Skills
• Bachelor Degree in Business Administration / Sales and Marketing / Finance
• 2-4 years of experience as My Family Relationship Officer
• Passing of the My Family evaluation course
• Full knowledge of BSF policies and procedures related to organization, Retail products and services, management guidelines
• Written and spoken fluency in Arabic and English
• Good interpersonal and conflict resolution skills
• Good analytical skills related to financial figures and statistics
• Broad understanding of SAMA rules and regulations
• Excellent knowledge of My Family Manual, Customer Relationship Management
• Broad understanding of Retail Credit Guidelines and Consumer Credit Policies, Visa/Master Card Policy and Procedures
• Marketing and Selling Skills, Excellent interpersonal skills and communication skills
