Elements and Performance Criteria
- Establish customer needs
- Develop promotional tools
- The appropriate mobile banking service model is identified
- Promotional concepts for mobile banking to individual customers are analysed
- Suitable promotional tools and techniques for mobile banking services are identified or developed
- Documentation to assist in promotional activities are produced consistent with organisational policies and standards
- Introduce promotional tools and techniques to the sales team
- Team members are provided with information on promoting mobile banking services
- Queries on the techniques and tools are covered to ensure team members are proficient in dealing with queries in accordance with relevant standards and policies
- Documentationfor agreements on providing mobile banking services to customers is completed to appropriate standards as set out in quality control documentation