Pre Qualification Advisor

Pre-Qualification Advisor

CreditMarket.ae, part of Alfred Holdings, is a UAE-based financial services marketplace focused on helping customers explore suitable credit and financial solutions through a customer-centric and technology-driven approach.

We aim to simplify the customer journey by connecting customers with the right financial solutions, supported by efficient processes, professional advisory services, and a seamless customer experience.

In this role, you will engage with pre-qualified leads, collect customer information and supporting documentation, and ensure each case is complete and ready for quotation. You will act as the primary coordination point between customers and sales advisors, ensuring timely follow-ups, accurate documentation, and smooth movement of leads through the sales pipeline.

The ideal candidate will have at least 2 years of call center experience in banking or sales, with strong communication skills, a proactive approach to follow-ups, and the ability to manage multiple customer cases efficiently.

• Act as the primary point of contact for customers during the lead qualification stage.
• Contact pre-qualified leads through calls, emails, and other communication channels to collect the required information and documentation.
• Build positive customer relationships through professional, clear, and timely communication.
• Understand customer requirements and ensure all relevant details are accurately captured.
• Verify that customer profiles and supporting information are complete before forwarding cases for quotation.

• Conduct regular follow-ups with customers to obtain pending documents, clarify information, and fulfil outstanding requirements.
• Track lead progress and ensure cases move through the sales pipeline within the expected timelines.
• Maintain accurate and up-to-date records of customer interactions, documents, and case status in CRM and internal systems.
• Monitor pending cases and proactively address missing information or potential delays.
• Ensure all required information is collected before a case is handed over to the sales advisory team.

• Coordinate with sales advisors once customer information and documentation are complete.
• Ensure cases are fully qualified and ready for quotation before transferring them to the relevant advisor.
• Share accurate customer details and case requirements to support efficient quotation preparation.
• Respond to internal queries and coordinate any additional information required by advisors.
• Maintain smooth communication between customers and advisors to minimize delays in the quotation process.

• Monitor the status of assigned leads and maintain visibility of pending, qualified, and transferred cases.
• Identify bottlenecks in the qualification process and take proactive steps to resolve them.
• Ensure compliance with internal procedures, documentation standards, service quality requirements, and turnaround timelines.
• Escalate complex cases, repeated customer delays, and unresolved issues to the appropriate team.
• Support the achievement of team targets through effective lead management, timely follow-ups, and efficient case preparation.

• Minimum 2 years of call center experience in banking or sales.
• Experience in customer engagement, outbound calling, lead qualification, tele sales, or sales support.
• Banking or financial services experience is preferred.
• Experience collecting customer information and documentation, managing follow-ups, and maintaining customer records is an advantage.
• Familiarity with CRM systems, lead management platforms, or customer service tools is beneficial.
• Strong working knowledge of MS Office and basic computer applications.

• Excellent verbal and written communication skills.
• Strong customer engagement and relationship-building abilities.
• A proactive and persistent approach to follow-ups and lead management.
• Good organizational skills and attention to detail.
• Ability to collect, verify, and accurately document customer information.
• Strong coordination skills and the ability to work effectively with sales advisors.
• Ability to manage multiple cases and prioritize tasks in a fast-paced environment.
• Target-oriented mindset with a focus on productivity, service quality, and turnaround times.
• Professionalism, accountability, and a customer-first attitude.

• Timely and accurate collection of customer information and supporting documentation.
• Percentage of leads fully qualified and ready for quotation.
• Lead-to-quotation turnaround time.
• Follow-up efficiency and reduction in pending or incomplete cases.
• Accuracy and completeness of CRM records and case documentation.
• Number of qualified leads successfully transferred to sales advisors.
• Adherence to internal processes, service standards, and turnaround timelines.

• Be part of a growing financial services marketplace within Alfred Holdings.
• Work in a customer-facing role that directly supports the sales process and customer journey.
• Collaborate with sales advisors and contribute to efficient lead conversion.
• Develop your experience in banking, financial services, customer engagement, and sales operations.
• Join a technology-driven environment focused on improving processes and delivering better customer experiences.