Sales Advisor

Job description / Role

Job description

To source business from potential customers through tele-calling from the preferred segment for the bank in order to achieve business targets.

Key responsibilities

To sell retail products through tele calls to the specified target segment and achieve or exceed monthly targets.
To ensure 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 bank's specified products; follow up leads and telephone/personal 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 checklist and daily sales reports on a daily basis.
To maintain effective business relationships with clients to enhance the customer 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 and provide market, customer, and competitor information and feedback to management to facilitate decision making.
To attend various training and learning programs to close skill gaps and to ensure proper awareness about the products.
To ensure a high level of portfolio credit quality is maintained across the sales activities.
To identify new companies and work to add them to the target market list.

Competencies/skills

• High school education and above
• Minimum 0-1 years' experience in sales/tele sales function preferably in reputed banks and financial institutions