The job holder is responsible for offering customers financial guidance,
advising on suitable products and services, and assisting with their banking
needs. The role requires the job holder to provide customers with information
on financial products and services and also explore opportunities for cross-
selling during customer interactions. The job holder should combine meeting
financial targets with providing excellent customer service in order to
achieve their set targets.
Organization Unit Purpose
The Outbound unit of the contact center is a revenue generating unit and makes
outbound calls to the existing customers of the bank in order to cross sell a
product/products, basis eligibility and need identified.
Job Purpose
To perform outbound calls to promote and sell bank's selective products and
project a professional company image through phone interaction.
Job /Person Specifications
* Make 40 - 70 fresh outbound calls to generate new sales.
* Generate possible customer's leads.
* Describe products and services to customer to create interest in purchasing a selective product.
* Respond to queries with regards to products being promoted.
* Enter customer information into the CRM and update where necessary.
* Involve DSF (Direct Sales Force) whenever needed.
* Follow-up on initial contacts as required to close the sale.
* Complete call logs and reports.
* Other duties as assigned.
* Focus on day to day operations and ensure that targets for the day are being met
* Identify proactively opportunities to improve performance and create actionable plans that drive results
* Take customer calls and ensure that they are handled to satisfaction
* Ensure Tanfeeth OM is applied in the unit's daily activity
Prior work experience required
N/A
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