• Identify target areas and resources in geographical areas
• Co-ordinate with sales manager to establish potential in geographical area
• Draw up and action plan to identify target areas for business
• Once action plan is approved, implement

Client Contact:

• Interview clients at home or at business premises
• Interview clients at branch
• Contact client by telephone
• Written communication

Client needs:

• Identify client needs
• Analyze existing clients portfolio

Products must be presented as follows:

· Features

· Selling features

· Benefits

· Interest where applicable and offer specialist advice

Presentation to client

· Present product/package to client referring to all conditions etc

· Answer all question offering advice and alternatives

· Obtain the clients approval once package/product has been negotiated

Finalize transactions:

· Complete documentation and get client to sign

· Hand documents to Branch for approval and finalization

Cross Selling

Offer additional services to client at interview

Escalate clients particulars to other divisions for cross-selling

Ask client of referrals

After-Hour-Service

· Keep data-base up to date

· Keep a schedule for follow-up calls to be done

· Keep in touch with client from time to time to ascertain needs when they occur

Internal Activities within the branch

· Relieve as internal consultant when the need arises

· Self development

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