Senior Customer Engagement Specialist

4 days ago

Delhi Mumbai Pune, India beBeeRelationship Full time US$ 9,00,000 - US$ 12,00,000
">Customer Relationship Professional

The primary focus of this role is to build and maintain strong, lasting relationships with high-value Current and Savings Account (CASA) customers. By delivering exceptional customer service, identifying opportunities for growth, and providing tailored solutions to meet the unique needs of each client, you will drive business success and establish a loyal customer base.

Key Responsibilities:
  • Portfolio Management
    • Manage relationships with key clients to understand their financial goals and provide personalized banking solutions.
    • Enhance existing relationships by offering relevant products and services that meet the evolving needs of each client.
  • Business Development & Cross-Selling
    • Identify opportunities to expand the client portfolio through cross-selling of banking products, including loans, insurance, investment products, and digital services.
    • Cultivate new business by capitalizing on emerging trends and market demands.
  • Customer Engagement & Service
    • Maintain consistent communication with clients to foster trust and loyalty.
    • Resolve customer inquiries promptly and ensure an exceptional customer experience.
  • Sales Process & Risk Adherence
    • Comply with established sales processes and risk management protocols at all times.
    • Adhere to industry regulations and internal policies while interacting with clients.
  • Learning & Development
    • Stay informed about the latest banking products, services, and market trends to remain competitive.
    • Pursue ongoing professional development to align with evolving customer expectations and business objectives.

To succeed in this challenging yet rewarding role, you will require a combination of technical expertise, business acumen, and excellent interpersonal skills. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.

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