Retail Banking

2 weeks ago

Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time

Fusion Outsourcing Services is looking to hire Sales Agents for one of our banking clients based in Doha. In this role, Sales agents will ensure effective execution of direct sales efforts through customer acquisition and will be responsible for achieving the financial targets assigned by the Team Leader. You will be responsible for relationship management and business growth efforts by initiating contacts and networking with Institutions. You will update on local market trends and contribute towards the completion of specific assignments in close coordination with the Team Leader, ensuring excellent customer service at all times.

Key Responsibilities:

  • Capitalize on sales efforts for the products assigned based on the customer profiles/needs, in close coordination with the respective internal stakeholders.
  • Promptly resolve complex customer complaints, disputes with the internal stakeholders for timely resolution of client complaints and maximizing customer satisfaction.
  • Ensure delivery of consistent customer service experience and service delivery to the assigned customers, within the parameters set by the Bank.
  • Provide necessary support for surveys and customer visits to ascertain needs on value proposition, requirements, and gaps in the respective market segment in terms of the retail products assigned.
  • Engage in continuous monitoring, identification, analysis and reporting of competitive insights for leveraging the direct sales channel opportunities for business enhancement efforts.
  • Ensure timely adherence to the individual KPIs and work schedule, to meet functional goals, in compliance with the approved internal procedures and directives.
  • Achieve sales targets pertaining to various retail asset products, ensuring all performance standards are met, in terms of the business targets, controls, compliance, and quality standards.
  • Contribute towards process streamlining, improvement and quality enhancement initiatives across the section, to enhance service delivery and the customer experience.
  • Promptly report to the Team Leader on significant occurrences, service incidents data and trends that adversely impact the quality assurance and service delivery standards to assist in implementation of corrective action through collaborative efforts.
  • Assist in the implementation of efficient customer retention strategies.
  • Attend specific employee training for clear understanding of various product value proposition, customer relations skills, service excellence, banking procedures and latest promotions.
  • Maintain highest standards of confidentiality, professional conduct, ethics and integrity.
  • Follow audit compliance and procedural control measures set by the management.
  • Monitor each pending case and follow up with the customer, including but not limited to completion of required documentation for all initiated bank products.
  • Ensure monthly reporting includes performance report, call report and any other additional business-related reports.
  • Ensure that the assigned leads are properly handled. Accurate feedback is provided to the team leads at all times.

Educational Qualification & Experience:

  • Degree in Business Administration with specialization in Banking and Finance, or Sales and Marketing from a recognized university.
  • Master's degree in management or any other related discipline will be an added advantage.
  • 2 to 5 years of total experience in financial services or banking.
  • Experience in retail sales, with a strong understanding of the banking industry.

Core Skills & Industry Knowledge:

  • Strong analytical skills with good knowledge of banking operations.
  • Ability to understand, handle and provide efficient customer service.
  • Ability to build and maintain long standing relationships.
  • Understand safety measures, security and prevention methods against frauds, thefts etc.
  • Understand consumer needs for retail products.
  • Knowledge of identifying opportunities and cross selling.
  • Ability to identify and follow up on opportunities.
  • Knowledge of local banking trends and market segmentation for targeting and selecting clients.
  • Awareness of customer confidentiality standards and familiarity with industry best practices and standards.
  • Knowledge of relevant banking products and services used by different customer segments.
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