Sales Advisor - Personal Finance Telesales

To source business from the potential customer through Tele calling from the preferred segment for the bank in order to achieve business targets

Key Responsibilities

• To sells retail products through Tele callings to the specified target segment and achieve or exceed monthly target.
• To ensures that all the necessary bank charges /terms and conditions are clearly communicated to all customers.
• Identify potential customers through databases and convince them about the benefits of the banks specified product; follow up leads and telephone/personnel contacts and cold calls.
• To source applications from the segments as per targets set for the period, complete with all necessary documents.
• To adhere to the administrative requirements of Check list, Daily sales reports on daily basis.
• To maintain effective business relationship with clients to enhance the customers service image of the bank.
• To ensure all the documents provided by the customers are duly checked and forwarded for further action/process as well as Account Opening for Telesales Customers.
• To ensure portfolio quality by exercising sound credit judgment and by complying with credit and product parameters to complete all formalities and documentation in line with SOP manuals and Shari’ah principles.
• To prepare regular Sales reports and obtain & provide market, customer and competitor information and feedback to management to facilitate decision making.
• To attend various training and learning programs to close the skill gaps and to ensure proper awareness about the products.
• To ensure high level of portfolio credit quality is maintained across the sales activities
• To Enlist new company and work to add it to Target Market List in DIB

• High School and above
• Minimum 0-1 years’ experience in Sales/Tele Sales Function preferably in reputed banks & Financial institution

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