Elements and Performance Criteria
- Monitor implementation of sales policies and procedures
- Implementation of organisation policies and procedures in regard to selling of financial products or services is monitored
- Implementation of organisation's policies and procedures in regard to transactions including non-cash transactions and variations to standard transactions is monitored
- Information relating to sales of financial products and services is accurately recorded and products and services sold monitored to ensure that they are matched to customer needs with remedial action taken where deficiencies are identified
- Monitor implementation of customer service standards
- Customer service standards are measured according to organisation's policies and procedures with remedial action taken where deficiencies are identified
- Feedback to team members is provided in relation to customer service provision and quality on a regular basis in accordance with organisation policies and procedures
- Monitor achievement of sales targets
- Sales results are recorded to assist with monitoring achievement of sales targets
- Individual and branch sales targets are monitored and recorded according to organisation policies and procedures
- Feedback is provided to management and staff on sales performance in relation to sales targets and planning