BEU-Sales Officer-Tele Sales

Role Description

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.