Relationship Officer – General Processing, Direct Banking

This is a fully remote position, open to applicants in Pakistan.

📋 Description

• Meet the assigned monthly KPIs, card acquisition goals, and sales objectives.

• Ensure productivity and efficiency through the use of systems and product campaigns.

• Engage in telesales activities to achieve sales targets.

• Reach out to potential and existing customers via phone to introduce and promote banking products.

• Assess customer needs and suggest appropriate banking solutions.

• Cross-sell and upsell products to enhance revenue opportunities.

• Process customer requests and offers effectively.

• Address customer issues, inquiries, concerns, and complaints; resolve them promptly and escalate to the Team Lead when necessary.

• Update all systems based on customer interactions.

• Maintain records of approvals, requests, and reports accurately.

• Develop and sustain strong customer relationships.

• Participate in daily team huddles and fulfill team commitments.

• Monitor personal performance and adjust strategies to improve sales results.

• Prepare daily and monthly reports and MIS for the team.

• Adhere to discipline, punctuality, banking policies, procedures, regulatory requirements, and audit controls.

• Ensure there is no misselling.

⛳️ Requirements

• University graduate.

• 1-2 years of experience in a similar work environment.

• Preferably has a practical marketing background.

• Exceptional people management skills.

• Strong focus on sales and customer satisfaction.

• Ability to think creatively and work effectively under pressure.

• Excellent presentation abilities.

• Good team player with a results-driven approach.

• Business acumen.

• Strong analytical and computer skills.

• Adaptable and versatile.

• Must comply with banking policies, procedures, verification policies, and regulatory requirements.

• Must meet control parameters and policies established by the bank audit team.

🏝️ Benefits

• Comprehensive training programs.

• Competitive salary and performance-based incentives.

• Opportunities for career advancement.

• Supportive work environment that fosters teamwork.