Relationship Officer – General Processing

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Logo of Mashreq

Mashreq

1001 - 5000 employees

Founded 1967

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

Mashreq is a leading financial institution based in the UAE, offering a wide range of banking services including personal, corporate, and investment banking. The bank focuses on providing innovative financial solutions to its customers and has a strong digital banking presence.

📋 Description

• Achieve monthly KPIs assigned • Maintain standard performance to achieve top productivity and efficiency from systems as well as the product campaigns. • Ensure that all telesales activities are directed to meeting sales targets. • Ensure assigned card acquisition monthly targets are achieved • Ensure that there is no miss selling • Adhere to discipline and punctuality • Constant follow up with the customer. • Attend Daily team huddles & keep up to team commitments. • Monitor personal performance and align strategies to improve sales outcomes. • Follow verification policy – adhere to banking policies, procedures and regulatory requirements. • Update all the systems as per the call with the customer. • Achieve given targets on monthly basis. • Meet the KPI Targets set in term of card acquisition NTB/NTP. • Contact potential and existing customer via phone to introduce and promote banking products. • Understand the customer needs and recommend suitable banking solutions. • Cross-sell and upsell products to maximize revenue opportunities. • Process the request or offer given to the customer. • Handle all customer issues and resolve them at the earliest and highlight them to the TL. • Maintain all records of the approval, requests and reports handled. • Build and maintain strong relationships with customers. • Handle customer inquiries and provide detailed information about product services. • Address customer concerns and resolve complaints efficiently. • Compile daily and monthly reports and MIS for the team. • Ensure to meet 100% on control parameters and policy set by the bank audit team.

🎯 Requirements

• University Graduate. • Excellent people management skills. • 1-2 years experience in similar work environment. • Preferably has a practical marketing background. • Has strong Sales and customer focus and ability to think creatively and work under pressure. • Excellent presentation skills. • Good team player with result driven attitude. • Business sensitive. • Has analytical and computer skills. • Adaptable and versatile.

🏖️ Benefits

• To achieve monthly KPIs assigned • To maintain standard performance to achieve top productivity and efficiency from systems as well as the product campaigns. • To ensure that all telesales activities are directed to meeting sales targets. • To ensure assigned card acquisition monthly targets are achieved • To ensure that there is no miss selling • Adherence to discipline and punctuality • Constant follow up with the customer. • Attending Daily team huddles & keeps up to team commitments. • Monitor personal performance and align strategies to improve sales out comes. • Follow verification policy – adhere to banking policies, procedures and regulatory requirements. • Updating all the systems as per the call with the customer. • Achieve given targets on monthly basis. • Meeting the KPI Targets set in term of card acquisition NTB/NTP. • Contact potential and existing customer via phone to introduce and promote banking products. • Understand the customer needs and recommend suitable banking solutions. • Cross-sell and upsell products to maximize revenue opportunities. • Processing of the request or offer given to the customer. • Handling of all customer issues and resolve the same at the earliest and highlight them to the TL. • Maintaining all records of the approval, requests and reports handled. • Build and maintain strong relationships with customer. • Handle customer inquiries and provide detailed information about product services • Address customer concerns and resolve complaints efficiently. • Compilation of daily and monthly reports and MIS for the team. • Has strong Sales and customer focus and ability to think creatively and work under pressure. • Ensure to meet 100% on control parameters and policy set by the bank audit team.

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