Business Services & Consulting • all cities, PR 52
Senior Relationship Officer, PL Retention. (52)
all cities, PR 52On-sitePosted 5 hours ago
Business Services & Consulting
About the Role
Job Description
Job Purpose:
To achieve monthly targets assigned.
To ensure that all Retention activities are directed at meeting assigned targets.
To develop and implement Retention strategies and objectives as well as set challenging Retention target andensure that these targets are achieved.
To achieve service standards and monitor, evaluate and measure performances to achieve top productivity and efficiency from systems as well as the product campaigns.
To drive cross sell effort.
Key Result Areas:
Analysis of leads received.
Conversion of leads into Retain
Updating all the systems as per the call with the customer.
Processing of the request or offer given to the customer.
Constant follow up with the department concerned whether the process is delayed or not fulfilled as per the customer's request.
Handling of all customer issues and resolving the same at the earliest and highlight them to TL.
Maintaining all records of approval, requests and reports handled.
Compilation of daily and monthly reports and MIS for the team.
Knowledge, Skills and Experience:
University Graduate.
1-2 years' experience in similar work environment.
Preferably has a practical marketing background.
Have strong Sales and customer focus and ability to think creatively and work under pressure.
Excellent presentation skills.
Good team player with driven attitude.
Business sensitive.
Have analytical and computer skills.
Adaptable and versatile.
About Us
The leading financial institution in MENA While more than half a century old, we proudly think like a challenger, startup, and innovator in banking and finance, powered by a diverse and dynamic team who put customers first.Together, we pioneer key innovations and developments in banking and financial services.Our mandate?To help customers find their way to Rise Every Day, partnering with them through the highs and lows to help them reach their goals and unlock their unique vision of success.
Delivering superior service to clients by leading with innovation, treating colleagues with dignity and fairness while pursuing opportunities that grow shareholders value.We actively contribute to the community through responsible banking in our mission to inspire more people to Rise.
Job Info
Job Identification 5998
Job Category Mashreq Egypt COE
Apply Before 08/31/2026, 12:00 AM
Job Schedule Full time
Locations Egypt (Remote work (RW))
Job Description
Job Purpose:
To achieve monthly targets assigned.
To ensure that all Retention activities are directed at meeting assigned targets.
To develop and implement Retention strategies and objectives as well as set challenging Retention target andensure that these targets are achieved.
To achieve service standards and monitor, evaluate and measure performances to achieve top productivity and efficiency from systems as well as the product campaigns.
To drive cross sell effort.
Key Result Areas:
Analysis of leads received.
Conversion of leads into Retain
Updating all the systems as per the call with the customer.
Processing of the request or offer given to the customer.
Constant follow up with the department concerned whether the process is delayed or not fulfilled as per the customer's request.
Handling of all customer issues and resolving the same at the earliest and highlight them to TL.
Maintaining all records of approval, requests and reports handled.
Compilation of daily and monthly reports and MIS for the team.
Knowledge, Skills and Experience:
University Graduate.
1-2 years' experience in similar work environment.
Preferably has a practical marketing background.
Have strong Sales and customer focus and ability to think creatively and work under pressure.
Excellent presentation skills.
Good team player with driven attitude.
Business sensitive.
Have analytical and computer skills.
Adaptable and versatile.
About Us
The leading financial institution in MENA While more than half a century old, we proudly think like a challenger, startup, and innovator in banking and finance, powered by a diverse and dynamic team who put customers first.Together, we pioneer key innovations and developments in banking and financial services.Our mandate?To help customers find their way to Rise Every Day, partnering with them through the highs and lows to help them reach their goals and unlock their unique vision of success.
Delivering superior service to clients by leading with innovation, treating colleagues with dignity and fairness while pursuing opportunities that grow shareholders value.We actively contribute to the community through responsible banking in our mission to inspire more people to Rise.
Job Info
Job Identification 5998
Job Category Mashreq Egypt COE
Apply Before 08/31/2026, 12:00 AM
Job Schedule Full time
Locations Egypt (Remote work (RW))
What You'll Do
To achieve monthly targets assigned.
To ensure that all Retention activities are directed at meeting assigned targets.
To develop and implement Retention strategies and objectives as well as set challenging Retention target andensure that these targets are achieved.
To achieve service standards and monitor, evaluate and measure performances to achieve top productivity and efficiency from systems as well as the product campaigns.
