Requirements
The role requires experience selling regulated financial products via phone with adherence to scripts and compliance controls. The candidate must be able to work within governed telesales environments with call recording and quality assurance. Key responsibilities include executing outbound and inbound telesales campaigns for credit card acquisition to achieve monthly targets, converting leads to activated cards, and educating customers on card features and benefits.
Description
Key Activities1. Experience selling regulated financial products via phone with adherence to scripts and compliance controls (industry banking practice) 2. Ability to work within governed telesales environments with call recording and quality assurance (Verification Needed) 3.Execute outbound and inbound telesales campaigns for credit card acquisition to achieve monthly card sales targets (+cards/month).4.Convert bank-provided leads and prescreened/preapproved prospects to activated cards, improving lead-to-sale conversion rate (+pp).6.Apply approved sales scripts and product propositions to ensure compliant selling and reduce mis-selling incidents (−incidents).7.Prioritize outreach using provided propensity models and lead lists to improve productivity per agent (+cards/FTE).8.Educate customers on card features, benefits, fees, and usage to improve activation rate within 30 days (+pp).8.Capture accurate customer information and update CRM/sales systems to maintain data quality (−rework/errors).9.Adhere to governance controls including call recording, quality checks, and policy compliance to meet audit standards (100% compliance).KPIsMonthly cards sold per agent (+cards/month)Lead-to-sale conversion rate (+pp)Card activation rate within 30 days (+pp)Sales quality score from call monitoring (% compliant)Productivity per agent (cards/FTE)Script adherence and compliance incidents (−count)Knowledge and Experience 1.Credit card acquisition lifecycle knowledge (lead → sale → activation)2.Understanding of regulated sales environments and mis-selling prevention3.Familiarity with contact-centre operations, call handling, and CRM usageNice-to-have:1.Experience with pre-screened or preapproved card sales models2.Exposure to cross-sell (debit-to-credit) or ETB reactivation campaigns3.Familiarity with UAE/GCC retail banking products and customer expectationMandatory Skills1. Phone-based consultative selling and objection handling2. CRM and sales system data entry and hygiene3. Scripted sales execution with compliance focus4. Basic sales performance tracking (targets, productivity, conversion)