Naomi Banda

Building relationships with customers
Generating leads and follow up
Meeting or exceeding sales goals
Negotiating contracts and pricing with prospective clients
Providing information and answering queries about products or services
Liaising with other sales team members and marketing department
Researching the market and industry trends

Identify opportunities and generate sales
Build and maintain strong customer relationships
Review Trade Finance client information

Handle customer inquiries, complaints and requests
Process customer orders accurately
Maintain customer records and databases
Generate reports and track customer interactions within the CRM system

Preparation of facility documents
Verification of customer KYC documents
Custodian of office bank Safe

Building and maintaining business relationships with clients
Scheduling and attending meetings
Researching insurance policies and products

Reconcile Agent Supervisor’s work
Monitor supervisor and agent’s daily work performance
Ensure timely payment of commission for all agents
Collaborate with other supervisors and team leaders to streamline processes

Responsible for Cash Book Reconciliation
Inventory audit
Payroll management