Level

Mashreq

Relationship Officer, DBC - Balance Builder.MGN Pak - Direct Banking Center - Balance Builder.Retail Banking Group-PAKCOE

AI in this role

  • 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 

  • 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.

How we rate this

Relationship Officer, DBC - Balance Builder.MGN Pak - Direct Banking Center - Balance Builder.Retail Banking Group-PAKCOE at Mashreq rates 30 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.

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