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

This role is focused on achieving monthly sales targets through effective telesales activities while maintaining high service standards and compliance with banking policies. The successful candidate will be responsible for monitoring and evaluating performance to maximize productivity and efficiency in line with product campaigns. They will ensure no misselling occurs and consistently follow up with customers to build strong relationships. Punctuality, discipline, and active participation in daily team meetings are essential. The role requires continuous self-assessment to align strategies for improved sales outcomes.

Key Responsibilities

- Achieve assigned monthly KPIs and card acquisition targets while adhering strictly to verification policies and regulatory requirements.
- Maintain accurate and timely updates in all relevant systems based on customer interactions.
- Contact potential and existing customers via phone to introduce, promote, and cross-sell banking products, understanding their needs to recommend appropriate solutions.
- Process customer requests and offers efficiently, ensuring all approvals and reports are properly documented.
- Handle customer inquiries, resolve complaints promptly, and escalate issues to team leaders when necessary.
- Build and sustain strong customer relationships through consistent follow-up and excellent service delivery.
- Ensure compliance with all control parameters and policies set by the bank’s audit team, maintaining 100% adherence.
- Participate actively in daily team huddles and uphold team commitments to foster a collaborative work environment.
- Monitor personal performance regularly and adjust sales strategies to improve outcomes.
- Demonstrate strong sales and customer focus, creativity, and the ability to work effectively under pressure.

Required Qualifications

- 1-2 years of experience in a similar telesales or customer-facing role within a banking or financial services environment.
- Proven ability to meet sales targets and work in a results-driven setting.
- Strong understanding of banking policies, procedures, and regulatory compliance.
- Excellent interpersonal and people management skills with a customer-centric approach.
- Proficient analytical and computer skills to manage data and performance metrics.
- Ability to think creatively and adapt strategies to changing circumstances.
- Demonstrated discipline, punctuality, and commitment to team goals.

Preferred Qualifications and Attributes

- Practical marketing experience is highly desirable.
- Strong presentation skills and the ability to communicate effectively with diverse customer groups.
- Business sensitivity and awareness to align sales efforts with organizational objectives.
- Versatility and adaptability in a dynamic work environment.
- A collaborative team player with a positive, result-oriented attitude.

This position offers the opportunity to develop sales expertise within a structured banking environment, emphasizing compliance, customer satisfaction, and continuous performance improvement.