Tele Sales Agent at HF Group

Principle Accountabilities

Sales

• Ensure that a reactive and proactive approach is taken to prevent customer attrition
• Understand the needs of customers by actively providing quality sales service
• Proactively explain the respective banking products that fit the client’s needs, e.g. type of account and its features, products offered, and charges payable.
• Mobilize deposits and cross-sell other bank products.
• Provide feedback on assigned leads and take note of customer complaints or compliments

Service

• Ensure an excellent customer experience during telephone conversations as well as when offering any other service
• Maintain a high level of professionalism in all telephone conversations, both inbound and outbound
• Address any issues or concerns that the customer may raise
• Manage post-sale relationships

Controls

• Ensure customer due diligence is applied when selling products
• Reporting of suspicious transactions or activities
•  Ensure sales processes are followed to avoid miss-selling
• Ensure proper time and resource management.
• Using the working tools availed for the intended purpose. This will include core banking systems; Profits, i-Apply, or any other system availed in the course of day to day duties.

Key Competencies and Skills

• Excellent communication, influencing and negotiating skills
• Good organization and administrative skills
• High integrity
• A strong team player
• Ability to perform with minimal supervision
• Ability to adopt a flexible approach to meet targets and the needs of the business

Minimum Qualifications, Knowledge and Experience

Academic Qualifications

• Degree in Business Administration, Marketing or a related field
• A competent user of the Internet, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, and Microsoft Excel.

Experience

• At least 1 years experience working as a Marketer/Sales Executive
• Experience in using customer relationship management tools