Manage customer service for banking accounts, including account opening, grievances, cheque book issuance, and product education. Meet sales targets for bank, investment, asset, and liability products through cross-selling and referrals. Support high-net-worth relationship managers, maintain customer satisfaction, reduce attrition, and acquire new customers. Candidates should have financial services or banking experience with a balanced service and sales orientation.
- To handle customer service requirements like account opening, DMAT account opening, grievances, liability product selling, education on product features, cheque book issuance.
- Quality of advice given to customers as determined by customers and supervisor.
- Speed and efficiency of service given.
- Sales targets for bank and investment products. Going beyond the professed need of the customer by providing other products. Enhancement of customer value.
- Cross-sale of assets products.
- Back-up to relationship managers holding HNI relationships.
- Ensure low attrition ratios.
- Customer acquisition through referrals from existing customers.
- Graduates with total experience of 1-3 years with relevant exp of atleast 1 year in financial services or banks.
- Equal blend of service and sales orientation. In the absence of equality, sales orientation as a skew will be acceptable.
- Experienced customer service candidates from financial services ( those from MFund, securities houses etc) with sales orientation can be considered.
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