
Strategic Customer Engagement Professional
3 days ago
Key Responsibilities:
- Deliver high-quality financial solutions to customers while upholding superior service standards.
- Maintain a comprehensive customer profile, including risk assessment, demographics, and assets in the bank.
- Enhance customer relationships through targeted engagement activities.
- Cross-sell Bank products and services or third-party investment products to deepen existing relationships.
- Identify potential customers for tailored product offerings.
- Acquire new customers by converting referral leads.
- Meet assigned targets on a monthly basis.
- Track all engagement activities via the CRM system.
Requirements:
- Proven experience in providing financial solutions to customers.
- Strong knowledge of customer profiling and risk assessment.
- Excellent communication and interpersonal skills.
- Able to work in a fast-paced environment with multiple priorities.
Benefits:
- Opportunity to grow professionally in a dynamic industry.
- Competitive compensation package.
- Chance to work with a talented team of professionals.
Other Information:
- Compliance with relevant regulations, including KYC/SEBI rules.
- Adherence to Bank policies and procedures.
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