External Sales and Service Advisor Lead OBR
Core
Drive sales performance and build strong customer relationships by applying established sales processes to achieve individual targets and deliver exceptional service within an assigned area.
Role type
Senior External Sales and Service Advisor Lead
Builds
Packaged financial solutions and digital self-service options for clients
Domain
Financial Services / Banking
Deliverable
product features
Required skills
sales process execution, client relationship management, pipeline management, cross-selling, regulatory compliance, risk identification, financial target achievement, cost ratio management, unbanked customer acquisition, product knowledge, digital adoption strategies
Preferred skills
stakeholder relationship building, teamwork, inclusivity, cost efficiency, quality service delivery
Technologies
digital and self-service platforms
Responsibilities
Achieve sales targets and maintain acceptable cost of sales ratio through pipeline management; Maximize cross-selling opportunities and drive adoption of digital self-service options; Assist in retaining or signing unbanked customers to improve profitability; Maintain specialized knowledge of approved products, application procedures, and fulfillment timelines; Identify and escalate risks while adhering to governance and compliance standards; Complete accurate administration, reporting, and information updates; Contribute to team success by supporting superior customer experience and operational efficiencies.