BEU-Sales Officer-Tele Sales

Job Title

BEU - Sales Officer - Tele Sales

Business Unit

DBC - Business Enhancement Unit

Reporting To

Sales Manager

Job Function and Role Type

Sales, Tele-calling role with no travel required.

Version No

2.0

Job Purpose

Responsible for sales closure through tele-calling and lead generation for asset and liability products via internal and external channels. Achieve business and efficiency targets while maintaining productivity and hygiene standards.

Key Responsibilities

Role Type: Sales

Achieve monthly and yearly business targets; Identify suitable products for customers and ensure sales closure.

Target v/s Achievement

Meet productivity benchmarks and achieve defined targets; Ensure alignment with efficiency and hygiene parameters.

Quality Management

Understand customer needs and recommend suitable products; Ensure proper tagging and disposition of leads in the system; Cross-sell bank products based on customer requirements; Adhere to call management, lead management, and database protocols.

Process Management

Follow channel guidelines and code of conduct; Maintain system login and hygiene parameters; Ensure accurate call information to minimize complaints; Adhere to performance metrics for call coverage, lead management, and disbursements.

Education:

Graduate in any stream with fluency in English and the local language.

Certifications:

None specified.

Key Competencies

Sales and influencing skills, banking product and process knowledge, communication, competition awareness, financial industry trends.

Major Stakeholders

Quality and Training Team, Reporting Supervisory Line.