Associate - Telemarketing Acquisition

Job description / Role

- To sell investment products over phone
- To handle queries / enquiries on investment products
- Achieve wealth targets of investment AUMs and revenue through investment product sales
- Ensure target achievement in Wealth Penetration on assigned leads

Requirements

- Deliver investment revenues/AUMs sales as stated in the annual objectives.
- Increase investment AUMs
- Maximize the number of SIPs (Systematic Investment Plans)
- Keep up to date on investment related news
- Solid grasp of ADCB Wealth Proposition & Investment products.
- Complete understanding of the house view and able to explain it well to the customers
- Effectively engage with customers over phone to discuss investment products.
- Ensure that all customer complaints are addressed and responded to in a timely fashion
- Ensure that all auditable process and procedures are followed and audit responses are addressed and responded to immediately
- Investments penetration
- Number of SIPs
- Ensure adherence to all relevant bank policies and procedures
- Ensure attendance and active participation for scheduled training programs
- Consistently illustrate high levels of customer orientation and professionalism in day to day conduct.
- Ensure that all service levels agreements are being met consistently without any fail.
- Establish and maintain strong professional relationships/connections by gaining customers trust (internal as well as external)
- Perform occasional duties assigned.
- Educate self on existing procedures and guidelines
- Participate in all training programmes and workshops nominated by line management.
- Complete CISI designation within 90 days of joining
- Ensure compliance policies are understood and strictly implemented
- Ensure strict compliance on documentation provided by the customers
- Ensure clean and healthy sourcing without resorting to quick-fix measures and fraudulent practices that may affect performance of the portfolio.
- Deliver superior service to exceed customer expectations to achieve ‘customer delight’
- Manage and assist customers in case of absence of any Team member, service walk in customers tagged from other ADCB branches.

About the Company

ADCB is a full-service commercial bank offering a wide range of products and services such as retail banking, wealth management, private banking, corporate banking, commercial banking, cash management, investment banking, corporate finance, foreign exchange, interest rate and currency derivatives, Islamic products, project finance, and property management services.