Sales & Customer Engagement

- Execute outbound calls to existing and potential customers from assigned lead lists, focusing on cross-selling loan products within the bank’s portfolio.

- Assess customer needs and eligibility to recommend appropriate loan solutions (e.g., personal loans, top-up loans, refinancing).

- Provide clear, accurate, and professional consultation on loan products and application procedures.

- Ensure timely follow-up to support documentation completion and loan disbursement.

Performance & Leadership Support

- Consistently achieve and exceed individual sales targets, with higher expectations aligned to senior level performance.

- Work closely with the Team Leader to align on sales strategies, campaign execution, and performance tracking.

- Mentor and support junior telesales agents by sharing best practices, providing guidance, and assisting in onboarding and skill development.

- Participate in team engagement activities, training sessions, and contribute to a positive and high-performing team culture.

Operational Excellence & Compliance

- Maintain high standards of call productivity, talk time, and conversion rates through effective time management.

- Ensure all customer interactions comply with internal policies, regulatory requirements, and approved telesales scripts.

- Uphold data privacy and confidentiality standards in handling customer information.

- Provide feedback to improve sales processes, lead quality, and customer experience.

Benefits:

- Attractive compensation package with senior-level incentives.

- Opportunities for career advancement and leadership development.

- Structured training programs and ongoing skill enhancement.

- A collaborative and dynamic work environment within a leading financial institution

Education & Experience

- College degree or higher, preferably in Finance, Banking, Business Administration, or related fields.

- Minimum 3 years of experience in telesales, financial product sales, or banking.

- Proven track record in achieving sales targets and handling customer portfolios is highly preferred.

Skills & Attributes

- Excellent phone communication and consultative selling skills.

- Strong interpersonal and mentoring abilities.

- High level of self-motivation, resilience, and goal orientation.

- Ability to manage time effectively and work under pressure.

- Proficiency in MS Office (Word, Excel, Outlook); CRM experience is a plus.