Vicent Mtani

Key Responsibilities:

• proactively identify and pursue sales opportunities for banking products such as personal loans, overdrafts, mortgages, insurance, and savings accounts.
• Meet and exceed monthly and annual sales targets, contributing to branch revenue growth.
• Identify cross selling opportunities and promote financial products tailored to customer needs.
• Build and maintain strong, long term relationships with both new and existing customers.
• Provide personalized financial advice and product recommendations aligned with client needs.
• Conduct regular client visits and follow ups to ensure service satisfaction and identify future needs.
• Maintain high service quality standards at the the branch by delivering a seamless customer experience.
• Collaborate with branch, credit and operations teams for smooth process flow and approvals.
• Strictly follow internal policies, regulatory requirements and compliance standards.
• Maintain accurate records and documentation for all customer transactions and interactions.
• Ensure proper due diligence and verification of all customer applications and documents.

Key Achievements:

• Consistently meet and exceed sales targets by achieving 195% of the annual target in 2024.
• Recognized as top performer for three consecutive quarters in (Q1-Q3 2024).
• Handled high value client portfolio leads to increasing deposits and cross product holding
• Among the top three sales performer since 2020 to date.

Key Responsibilities:

• Identify and generate new leads for banking products such as loans, credit cards and investment accounts.
• Achieve and exceed assigned monthly and annual sales targets in line with bank strategy.
• cross sell bundled solutions and complementary services to increase product penetration per customer.
• Maintained accurate records of customer interactions and sales activity.
• Conducted daily customer visits and outbound calls to generate leads and close sales.
• Gather and analyze market trends, customer feedback, and competitor activities to stay ahead in the market
• Educated clients on digital banking platforms, increasing product usage and improving service efficiency.
• Ensure all applications, transactions, and customer documents are accurately filled and comply with KYC, AML, and other regulatory standards.
• Collaborated with branch operations and credit teams to ensure smooth customer onboarding and timely product delivery.
• Developed deep product knowledge and communicated features and benefits to clients clearly and effectively.
• Reduced customer complaints by streamlining service request handling procedures.

Key Achievements:

• Exceeded sales targets consistently by achieving over 120% of monthly, quarterly and yearly goals.
• Successfully converted more than 90% leads into active clients, driving revenue growth and performance.
• Recognized as top sales performer and awarded in 2018.