Roles and Responsibilities
Manage client relationships through virtual channels, ensuring high levels of customer satisfaction and retention.
Identify cross-sell prospects for mutual funds, insurance products, bonds, digital sales, outbound sales, upselling, wealth management services to existing clients.
Develop and maintain a deep understanding of client needs to provide personalized solutions.
Collaborate with internal teams to resolve client issues promptly and efficiently.
Meet or exceed monthly targets for sales performance metrics such as number of calls made, conversions achieved.