Job Description
Job Purpose:
Responsible for servicing digital and walk-in clients in the financial sector, advising on financial products, fees, risks, and offers, while identifying sales opportunities, generating new business, and meeting all client requirements to support company growth.
Duties & Responsibilities:
β’ Client Support
Provide service to existing clients and acquire new customers by organizing daily work schedules for telesales and walk-in clients.
β’ Inquiry Handling
Respond to all customer inquiries via phone, email, live chat, social media, and digital platforms.
β’ Sales Closing:
Close sales through direct communication with interested customers and achieve monthly targets and KPIs.
β’ Follow-up:
Conduct daily follow-ups with existing and targeted clients, offering personalized sales consultations.
β’ CRM Management:
Utilize digital sales tools and CRM systems to manage relationships and measure performance.
β’ Product Promotion:
Contact existing clients to promote new products and analyze client volumes to focus telesales.
β’ Reporting:
Prepare and submit activity and performance reports, including daily call reports and weekly work plans.
β’ Market Monitoring:
Monitor market and competitor trends to support sales strategy and recommendations.
Education & Experience:
- Bachelorβs degree in Business Administration, E-commerce or related field.
- +1 year of relevant experience.
Required Skills:
- High level of Arabic and English both written and oral
- Knowledge of financial investments
- High level of communication skills
- Expert in Microsoft Office such as PowerPoint and Excel
Specialized Knowledge and Certificates:
- Holds General Securities Qualification Certificate (CME-1)