Job Description
Sales
- Identify and understand the needs of the customer.
- Manages selling of products to target customer segments in a professional manner.
- Ensures accuracy of all bank forms and documents executed by the customer.
- Ensures optimal utilization of all sales tools and resources.
- Documents and maintains all records of sales activities and provide updates as per requirement.
- Administers all sales process and maintain records for same.
- Ensures assigned sales targets and budgets are met.
- Manages various documents for all sales sources efficiently.
- Participates in all departmental meetings and product training.
Customer Service
- Administers and ensures compliance to all sale objectives.
- Monitors all customer queries and ensure timely response to all issues.
- Coordinates with customers to provide various products and facilities and provides information on all required supporting documentation.
- Ensures timely processing of all initiated customer transactions.
- Maintains and updates knowledge on applicable FAB products and services.
- Maintains knowledge on all competitor products and services and analyses all advantages and disadvantages for various products.
Internal Collaboration
- Adheres to service level targets and coordinates with other departments to meet client service expectations.
- Engages with key stakeholders including Operations, Technology, Branches, and Legal etc. to deliver timely and effective level of client experience to FAB customers.
Self-Management Responsibilities
- Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are achieved during the course of the year.
- Identifies the training and development requirements for self and agrees on them with the reporting manager to ensure that the required trainings are arranged and attended.
- Strives to achieve the highest levels of proficiency on all the competencies and skills required to perform the role.
- Keeps abreast of professional developments, new techniques and current issues through continued education and professional growth.
Qualifications
- Minimum high school diploma
- Proven experience as a telesales representative or within a sales/customer service role
- Track record of successfully meeting sales quote, preferably via phone
- Good knowledge of relevant computer systems such as CRM Systems and telephony systems
- Excellent communication and interpersonal skills
- Outstanding negotiation skills
