Senior Tele Sales Executive

Role Overview

We are looking for UAE Chat & Telecallers to handle post-selection processing for customers who have already chosen a financial product (Credit Card, Personal Finance, SME, or Insurance) Hybrid Process (Chat and calling Process) . Your primary responsibility is to ensure smooth movement of each case from customer confirmation to final approval, issuance, or disbursal as per the respective partner’s process.

This is a hybrid process (Chat + Calling) requiring strong coordination, documentation accuracy, and follow-up skills.

Key Responsibilities

• Handle cases where the customer has already decided the product, variant, and key terms for UAE
• Capture and submit applications through designated digital journeys, links, apps, or internal tools using the correct reference or agency codes wherever applicable.
• Collect and verify KYC, income proofs, and other required documents as per product and partner guidelines.
• Ensure that all required forms, consents, and authorizations are correctly filled, signed (physical or digital), and stored.
• Track cases through all stages: Submitted → In Process → Pending → Approved → Issued/Disbursed → Rejected.
• Coordinate with internal processing teams and external partner teams for login, verification, underwriting, and final decisioning.
• Track each case through all stages (submitted, in-process, pending, approved, issued/disbursed, or rejected) and act on any additional requirements or queries.
• Inform customers about documentation requirements, process steps, and status updates, ensuring a clear and professional experience.
• Maintain accurate updates on every case in the CRM/Finqy system, including timestamps, actions taken, and final outcomes.
• Achieve monthly targets on successful closures, activations, and turnaround time while adhering to compliance and quality standards.​

Process Ownership

• Own end-to-end execution of different digital journeys provided by partners, including web-link-based applications, mobile app journeys, and internal platform workflows.
• Ensure the correct use of agency, seller, or referral codes in every transaction so that mapping, tracking, and payouts are accurately recorded.
• Validate that digital applications are fully completed, with no missing fields or mismatched data between forms and documents.
• Accept and manage customer KYC and income documents through approved modes (such as scanned copies, uploads, or secure messaging), and ensure they meet partner acceptance norms.
• Work within defined TATs for each partner/process and proactively follow up on pending items to avoid delays.
• Highlight any recurring process issues, rejections, or gaps to supervisors so that product, process, or training improvements can be implemented.

Eligibility & Skills

• Minimum qualification: 12th Pass / Graduate.
• Experience in financial product processing, telecalling, backend operations, or customer support is preferred.
• Strong documentation and data-entry accuracy with good follow-up and coordination skills.
• Ability to understand and work across different partner processes, journeys, and checklists.
• Good communication skills with a service-oriented approach and comfort using digital tools and apps.
• Target-driven, organized, and able to handle multiple cases simultaneously.
• UAE calling and chat process will be preferred.

Compensation

Competitive Fixed Salary + Performance-based Incentives linked to successful case closures and activations.

Company Details

E Revbay Pvt. Ltd (formerly Finqy) is a fintech platform that operates on a B2B2C model, empowering distributors and service professionals to offer credit cards, loans, and insurance through a unified, technology-driven interface. Our tools, training, and support help partners simplify complex financial journeys and grow their business in the financial services space.

You can view our official website at finqy.ai.​