Senior Digital Financial Services

About Us

Tasaheel is one of Egypt’s leading microfinance institutions, committed to empowering individuals and communities through accessible and responsible financial solutions. Since our establishment, we have played a pivotal role in expanding financial inclusion by offering tailored lending products that support small to medium-sized businesses across the country.

Driven by a mission to unlock economic opportunities for underserved populations, Tasaheel provides fast, reliable, and transparent financing options that enable entrepreneurs—particularly women and youth—to grow their businesses, improve their livelihoods, and contribute to sustainable local development.

With a wide network of branches spanning urban and rural Egypt, we combine deep market knowledge with cutting-edge technology to deliver high-impact services with efficiency and care. Our team is dedicated to building long-term relationships with our clients based on trust, accountability, and mutual growth.

Overview

Senior Digital Finance specialist is responsible for both, reaching out target segments by phone, offering and selling (professionally) our lending products and services, with ultimate focus on speed of response to client’s inquiry, complaint and request in a way that makes our client satisfied and loyal. And mentoring 3 specialists

and equip them to reach their optimal performance. Being successful SeniorSpecialist is a half way / preparation to promotion as a team Lead.

What You´ll Do

• Main roles are related to equipping another 3specialists, mentor them well, able to lead others through the journey
• Responding quickly to clients’ requests, sell over phone,with proper status update on systems.
• Engage client in discussion, check their real needs, offer the proper product, close the deal professionally
• Close follow-up to ensure timely payments of installments, update client with all relevant information to their loans, rights, dues, interest rate, installment amount etc.
• Initiate Daily Phone Calls to potential clients to sell company’s various lending products and financial services.
• Conduct credit assessment and evaluate customer’sfinancial situation
• Gather all required and relevant documents, prepare financial statements and make initial decision on tenor and amount
• Maintain excellent communication with existing clients to ensure timely repayment of loans and keep them loyal
• Ensures customer satisfaction through ongoing communication and relationship management; resolves any issues that may arise
• Register all client’s data on loan system, maintain accuracy, own responsibility of investigating client’ eligibility through smart questions, and reviewing official documents, photos, and all other
  
  

stuff.

• Conduct fair assessment based on clear and precise skills, knowledge and capabilities needed for the job.
• Perform other duties as assigned or required by direct manager.
• Responsible for solving problems in duty and immediately report to direct manager about the problems for solutions.
• To comply with the rules and regulations.
• Good customer service with highly respect.
  
  

Required Skills And Qualifications

• Bachelor’s degree in a relevant field; economics / accounting / banking / finance
• People – Oriented / or at least balanced task/people orientation
• Team Player and problem-solving skills.
• Strong organizational skills and attention to details
• Ability to prioritize multiple tasks based on a dynamic workload.
• Experience in FMCG /Tele-sales / microfinance (2 years +)
• Excellent organizational, communication and presentation skills
  
  

adequate computer aptitude and proficiency with Microsoft Office, with especially strong Excel skills