Telesales Officer

February 12, 2026
Application ends: May 13, 2026

Job Description

JOB DETAILS


REQUIREMENTS

  • 1-3 years of sales or telesales within the financial services industry
  • Bachelor degree or MBA
  • Must possess sound judgment and be creative in providing solutions to bank’s clients
  • Foundational knowledge of our client’s Retail Bank’s structure, strategy, product suite and target market
  • Demonstrates basic knowledge of our client’s Risk and KYC policies and practices
  • Demonstrates basic knowledge of credit skills and Early Warning Detection
  • Demonstrates ability to build knowledge of all aspects of commercial banking including basic commercial credit knowledge and an ability to quickly learn new products and services
  • Ability to work effectively in a team setting
  • Communicates views with clarity and confidence
  • Maintains contact with key stakeholders to proactively seek input as appropriate
  • Demonstrates self-control and maintains composure under pressure
  • Detail oriented with demonstrated organizational skills
  • Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
  • Demonstrates a natural curiosity about our client, the economy, local markets and regions without preconceived notions or ideas
  • Demonstrates professionalism by being reliable, actively contributing to meetings, asking questions and challenging ideas

RESPONSIBILITIES

  • Upgrade our client’s existing blue relationships to by upsizing current funding and deepening the relationship
  • Provide eligible leads to the field sales team and ensure all agreed predefined paraments are met
  • Meet & exceed primary sales targets set on opening NTB accounts, funding of these accounts & upgrade of existing clients, at the same time meeting other important KPIs
  • Ensure updating of complete KYC details for the originated accounts
  • Work with internal teams, field sales team to identify opportunities which can help increase lead conversion & positively impact other KPIs
  • Assist our client’s client in meeting any identified investment and insurance need by referring him to on Investment Professional
  • Keep abreast of current economic environment and capital markets, to have meaningful discussions with our client’s NTB prospects and optimize acquisition effectiveness
  • Deliver on the score card parameters for improving NTB acquisition, Client Penetration, qualified funding, profiling & client retention
  • Calling on adhoc base for performing service-related tasks, as assigned by bank
  • Deliver consistent and best-in-class customer service
  • Meet the compliance and controls standards set by the our client.
  • Ensure 100% adherence to Code of Conduct
  • Ensure 100% adherence to “Sales Do’s and Don’ts”
  • Maintains updated knowledge of bank’s products and processes and is able to offer a high quality sales experience

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