- Insurance selling - Adhere to all Service and Business metrics set for the unit - Inform and suggest new banking products to customers - Take leads/referrals for new bank accounts according to laid down rules and guidelines - Participate in marketing and awareness campaigns being executed through the phone banking channel to create an enlarged customer base - Ensure to dial 100 to 150 calls per day - Responsible for follow up and conversion of leads - Ensure constant monitoring of peer staff to ensure ‘Zero’ instances of mis selling - Provide continual evaluation of processes and procedures - Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers
Job Title
Phone Banking Officer