- Contact potential customers by phone to introduce and promote banking products and services, including, credit cards and loans.
- Build rapport with customers and actively listen to their needs to effectively present banking solutions that align with their financial goals.
- Provide accurate information about our products and services, addressing any questions or concerns raised by customers.
- Utilize persuasive selling techniques to encourage customers to open accounts, apply for loans, or sign up for other banking services.
- Meet or exceed daily, weekly, and monthly sales targets while maintaining high standards of customer service.
- Maintain up-to-date knowledge of our banking products, services, and promotional offers, as well as industry trends and competitor offerings.
- Follow compliance guidelines and ethical sales practices to ensure customer satisfaction and uphold the reputation of the bank.
- Document all customer interactions, sales activities, and relevant information accurately in the CRM system.
- Collaborate with team members and share best practices to improve overall sales performance and customer experience.
- Participate in ongoing training and development programs to enhance product knowledge, sales skills, and performance.
Previous experience in telesales, preferably in the banking or financial services industry.Excellent communication skills, both verbal and written, with a confident and professional phone manner.Strong interpersonal skills and the ability to build rapport with customers quickly.Goal-oriented mindset with a track record of meeting or exceeding sales targets.Knowledge of banking products, services, and financial terminology.Familiarity with CRM systems and basic computer proficiency.Ability to work independently as well as collaboratively in a team environment.High level of integrity and commitment to ethical sales practices.Flexibility to adapt to changing priorities and business needs.Bachelor's degree in business, finance, marketing, or a related field (preferred)