To warmly welcome every incoming customer into the branch.
• Ensure account opening procedures of Bank are strictly adhered to as per policies
and guidelines
• To reactivate/close dormant accounts in the branch, sales management process e.g.
Tail management, Attrition Management and Portfolio management.
To solicit deposits from existing and walk-in customers and referrals and promote
the highest level of customer service and responsiveness to the customer base of
the branch
• Telephonic calls to existing / prospective customers to build relationship
/deepening, visit existing own portfolio’s customers.
• Balances priorities to meet Sales & Service targets of Branch
• Efficiently sell AMIM and other products introduced by the bank.
• To manage a team of BDOs within the branch
• Maintain Sales call & Pipeline report file on daily & weekly basis
• Ensure compliance with the relevant Shariah parameters, statutory requirements,
laws, values, code of conduct, and policies

• Handled account receivables and prepared monthly and quarterly reports.
• Managed client accounts and responded to inquiries.
• Resolved client issues and maintained updated client database.
• Coordinated with other departments to ensure consistency.
• Made necessary adjustments to invoices and tracked customer payments.
• Prepared detailed spreadsheets and monthly financial statements.
• Trained the junior staff to increase efficiency of the firm.