Card Sales Acquisition Specialist (Teleagent)
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Key skills for this role
About the Role
TP is seeking a Card Sales Acquisition Specialist (Teleagent) to execute outbound and inbound telesales campaigns for credit card acquisition in Doha, Qatar. The role involves selling regulated financial products via phone, adhering to scripts and compliance controls, and achieving monthly card sales targets.
Key Skills for This Role
Responsibilities
- Execute outbound and inbound telesales campaigns for credit card acquisition to achieve monthly card sales targets
- Convert bank provided leads and prescreened/preapproved prospects to activated cards, improving lead to sale conversion rate
- Apply approved sales scripts and product propositions to ensure compliant selling and reduce mis selling incidents
- Prioritize outreach using provided propensity models and lead lists to improve productivity per agent
- Educate customers on card features, benefits, fees, and usage to improve activation rate within 30 days
- Capture accurate customer information and update CRM/sales systems to maintain data quality
- Adhere to governance controls including call recording, quality checks, and policy compliance to meet audit standards
Requirements
- Experience selling regulated financial products via phone with adherence to scripts and compliance controls
- Ability to work within governed telesales environments with call recording and quality assurance
- Knowledge of credit card acquisition lifecycle (lead to sale to activation)
- Understanding of regulated sales environments and mis selling prevention
- Familiarity with contact centre operations, call handling, and CRM usage
- Phone based consultative selling and objection handling
- CRM and sales system data entry and hygiene
- Scripted sales execution with compliance focus
- Basic sales performance tracking (targets, productivity, conversion)
Full Job Posting
Key Activities
- Experience selling regulated financial products via phone with adherence to scripts and compliance controls.
- Ability to work within governed telesales environments with call recording and quality assurance.
- Execute outbound and inbound telesales campaigns for credit card acquisition to achieve monthly card sales targets.
- Convert bank provided leads and prescreened/preapproved prospects to activated cards, improving lead to sale conversion rate.
- Apply approved sales scripts and product propositions to ensure compliant selling and reduce mis selling incidents.
- Prioritize outreach using provided propensity models and lead lists to improve productivity per agent.
- Educate customers on card features, benefits, fees, and usage to improve activation rate within 30 days.
- Capture accurate customer information and update CRM/sales systems to maintain data quality.
- Adhere to governance controls including call recording, quality checks, and policy compliance to meet audit standards.
KPIs
- Monthly cards sold per agent (+cards/month)
- Lead to sale conversion rate (+pp)
- Card activation rate within 30 days (+pp)
- Sales quality score from call monitoring (% compliant)
- Productivity per agent (cards/FTE)
- Script adherence and compliance incidents (−count)
Knowledge and Experience
- Credit card acquisition lifecycle knowledge (lead → sale → activation)
- Understanding of regulated sales environments and mis selling prevention
- Familiarity with contact centre operations, call handling, and CRM usage
Nice to have
- Experience with pre screened or preapproved card sales models
- Exposure to cross sell (debit to credit) or ETB reactivation campaigns
- Familiarity with UAE/GCC retail banking products and customer expectation
Mandatory Skills
- Phone based consultative selling and objection handling
- CRM and sales system data entry and hygiene
- Scripted sales execution with compliance focus
- Basic sales performance tracking (targets, productivity, conversion)
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