Telesales Specialist

POSITION TITLE : TELESALES SPECIALIST REPORTS TO : LENDING STRATEGY OFFICER DIRECTLY SUPERVISES : N/A UNIT / DEPARTMENT : DIVISION/GROUP : BUSINESS LENDING / BUSINESS BANKING SEGMENT JOB SUMMARY The Telesales Specialist engages Business Banking clients through voice and digital channels to support product sales, portfolio management, and compliance with internal requirements. It involves proactive client outreach, coordination with internal teams, and execution of service actions that contribute to business growth and operational efficiency. PRINCIPAL DUTIES AND RESPONSIBILITIES Sales Generation (Outbound) Conducts proactive outbound calls to existing and potential clients to introduce Business Banking products and services. Leads are qualified during these calls and referred directly to the sales team for further engagement. Inbound Lead Handling Manages inbound inquiries from prospective clients via online applications, marketing events, and digital campaigns. Responds promptly to assess client needs, provide relevant product information, and initiate onboarding or referral to the sales team. Client Engagement and Relationship Building Maintains regular client contact to verify information, build rapport, and identify cross-sell or upsell opportunities. Conducts welcome and product confirmation calls to support onboarding and enhance client satisfaction. Retention and Win-Back Campaigns Supports anti-attrition and reactivation efforts by reaching out to dormant or former clients to reintroduce Business Banking services and encourage renewed engagement. It is accepted and understood that the employee may perform other related tasks which may be assigned from time to time. JOB QUALIFICATIONS Years of Related Experience : No prior experience required Educational Attainment/ Required course (if applicable) : Bachelor's Degree Required Certification/Professional License ( if applicable ): N/A Field of Specialization ( if applicable ): Field Sales, Tele-sales, Banking Operations, Relationship Officers Knowledge and Skills Requirement: · Good communication and interpersonal skills · Customer-oriented mindset with a proactive attitude · Basic understanding of sales principles and client servicing · Ability to work independently and as part of a team · Willingness to learn and adapt in a fast-paced environment · Proficiency in MS Office and basic digital tools