Virtual Customer Associate_Bank_Thane

16 hours ago

Thāne, Maharashtra, India V Konnect Full time

Key Responsibilities:

  • Customer Relationship Management:

  • Maintain and strengthen relationships with existing customers through regular engagement.

  • Act as the primary point of contact for customers via virtual channels.

  • Sales & Cross-Selling:

  • Identify customer needs and offer suitable banking/financial products.

  • Achieve assigned sales targets for products like loans, credit cards, insurance, and investments.

  • Service Delivery:

  • Provide timely resolution to customer queries and complaints.

  • Ensure compliance with service standards and regulatory guidelines.

  • Portfolio Management:

  • Monitor customer accounts and proactively suggest solutions for better financial planning.

  • Retain high-value customers and reduce attrition.

  • Digital Engagement:

  • Promote usage of digital banking platforms and educate customers on online services.

Skills & Competencies:

  • Strong communication and interpersonal skills.
  • Sales orientation with ability to meet targets.
  • Knowledge of banking products and financial services.
  • Proficiency in CRM tools and digital platforms.
  • Problem-solving and negotiation skills.

Qualifications:

  • Graduate in any discipline.
  • Prior experience in banking, financial services, or customer relationship roles preferred.

For Freshers Communication skills should be excellent.

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