Business Development Officer – PL Sales & Fulfillment

About the role

The Business Development Officer will drive personal banking sales through PL (Product Line) sales and fulfillment. You will manage leads, convert them into sales, and ensure smooth processing of customer requests while maintaining high service standards.

Key responsibilities

• Analyse incoming leads and convert them into sales.
• Update all relevant systems after each customer interaction.
• Process customer requests or offers and follow up with internal departments to avoid delays.
• Handle and resolve customer issues promptly, escalating to the team leader when necessary.
• Maintain records of approvals, requests, and reports.
• Achieve KPI targets related to revenue from PL sales and fulfillment.
• Acquire new business through cross‑selling to increase market penetration.
• Manage assigned leads via CRM within agreed turnaround times.

Required profile

• Diploma or high‑school qualification.
• 1–2 years of relevant experience in personal banking, preferably in PMU, relationship management, telesales or services.
• Strong analytical and logical abilities.
• Good market knowledge and understanding of personal banking products.
• Technical competence across diverse banking products.

Required skills

• CRM