Client Advocate Specialist

1 day ago


Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 12,00,000

Job Title: Client Advocate Specialist

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Key Responsibilities:

  • Develop and nurture long-term relationships with banking customers to meet their financial needs.
  • Understand customer goals and objectives, and recommend tailored banking products and services to support their success.
  • Cross-promote loans, credit cards, deposits, and other banking products to enhance customer value and revenue growth.
  • Provide excellent customer service by assisting with account opening, transactions, and query resolution.
  • Meet sales targets and deliver exceptional customer experiences aligned with the bank's service standards.
  • Monitor customer portfolios and follow up on renewal or upgrade opportunities to maintain a strong customer base.
  • Collaborate with internal teams to ensure seamless customer service delivery.

Requirements:

  • Experience in retail banking or a related field.
  • Strong knowledge of banking products and services.
  • Excellent communication and interpersonal skills.
  • Ability to achieve sales targets and deliver outstanding customer service.
  • Bachelor's degree in Business, Finance, or a related field is preferred.

Soft Skills:

  • Customer-focused and approachable.
  • Strong problem-solving skills.
  • Good organization and time management.
  • Positive attitude and ability to work under pressure.


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