Relationship Officer, DBC - Balance Builder (Mashreq Global Network Pakistan)

This role focuses on achieving monthly sales targets through effective telesales activities while maintaining high service standards. The candidate will be responsible for monitoring and evaluating performance to maximize productivity and efficiency in line with product campaigns. Ensuring compliance with banking policies and preventing misselling are critical aspects of the position. The role demands discipline, punctuality, and consistent follow-up with customers, alongside active participation in daily team meetings. Continuous self-assessment and strategy alignment to improve sales outcomes are essential for success.

Key Responsibilities

- Achieve assigned monthly KPIs and card acquisition targets consistently.
- Maintain service standards by monitoring, evaluating, and measuring performance to optimize productivity and campaign effectiveness.
- Ensure all telesales activities are aligned with sales objectives and prevent any misselling.
- Follow verification policies strictly, adhering to banking regulations and internal procedures.
- Update all relevant systems accurately after customer interactions.
- Contact potential and existing customers via phone to introduce and promote banking products, understanding their needs to recommend suitable solutions.
- Cross-sell and upsell products to maximize revenue opportunities.
- Process customer requests and offers efficiently while resolving issues promptly and escalating when necessary.
- Maintain comprehensive records of approvals, requests, and reports.
- Build and nurture strong customer relationships by addressing inquiries and resolving complaints effectively.
- Demonstrate strong sales and customer focus, creative problem-solving skills, and the ability to work under pressure.
- Ensure 100% compliance with control parameters and policies set by the bank’s audit team.
- Attend daily team huddles and uphold team commitments consistently.

Required Qualifications

- 1-2 years of experience in a similar telesales or customer-facing role within a banking or financial services environment.
- Strong sales orientation with a proven ability to meet or exceed targets.
- Excellent people management and interpersonal skills.
- Ability to think creatively and perform well under pressure.
- Good presentation skills and a results-driven attitude.
- Strong analytical and computer skills, with adaptability and versatility in work approach.
- Business sensitivity and understanding of banking products and services.

Preferred Qualifications and Benefits

- Practical marketing experience is preferred to enhance customer engagement and product promotion.
- A collaborative team player mindset with a focus on achieving collective goals.

This position offers an opportunity to develop sales expertise within a regulated banking environment, emphasizing customer satisfaction and compliance. The successful candidate will play a vital role in driving business growth while maintaining the highest standards of service and integrity.