Sales Officer

Job Title: Activation Sales Officer

Job Location: Khobar - Jeddah

Job Responsibilities:

Branch Activation & Presence

• Work physically from assigned SNB branches according to the rollout plan.
• Act as the primary Tasheel representative at the branch level.
• Build strong working relationships with SNB branch staff and management.

Customer Follow-Up & Sales

• Follow up with customers referred through SNB branches and the referral portal.
• Explain Tasheel personal loan products clearly and professionally.
• Guide customers through the referral and application journey.
• Ensure timely follow-up to improve conversion and booking rates.

Referral Management

• Ensure accurate entry and submission of referral details.
• Track referral status from submission to approval/booking.
• Resolve basic customer or branch-related inquiries related to referrals.

Coordination & Reporting

• Coordinate closely with Tasheel call center, operations, and underwriting teams.
• Provide daily and weekly performance and activity reports.
• Share branch feedback and operational challenges with management.

Compliance & Governance

• Ensure full adherence to SAMA regulations, SNB requirements, and Tasheel policies.
• Maintain customer data confidentiality and accuracy at all times.

Key Performance Indicators (KPIs)

• Number of referrals generated per branch.
• Referral-to-application conversion rate.
• Approved and booked loan volumes.
• Customer follow-up turnaround time.
• Branch activation effectiveness.
• Compliance and data accuracy score.

Qualification:

• Diploma or bachelor’s degree (preferred).
• 1–3 years of experience in sales, banking, financial services, or customer acquisition.
• Experience in personal loans, retail banking, or field sales is an advantage.

Behavioral Competencies:

• Strong communication and interpersonal skills.
• Sales-driven with a customer-focused mindset.
• Ability to work independently in a field-based role.
• Strong coordination and relationship management skills.

Technical Competencies:

• Comfortable using CRM systems and digital referral platforms
• Ability to accurately capture and validate customer data in compliance with KYC and data quality standards.
• Understanding of personal loan products , basic eligibility criteria, and referral workflows.
• Familiarity with banking branch environments and coordination with branch CSRs and relationship officers.
• Ability to track referral status (submitted, contacted, converted, booked) and take corrective follow-up actions.
• Competent in using MS Office tools (Excel, Word, PowerPoint) for basic reporting and updates.

We look forward to potentially having you on our team!