Strategic Customer Engagement Professional

3 days ago


Mumbai, Maharashtra, India beBeeCustomer Full time ₹ 15,00,000 - ₹ 25,00,000
Strategic Customer Engagement Professional

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.

  • Customer Engagement

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