- Manage client relationships through effective communication, ensuring high levels of customer satisfaction.
- Process voice calls from clients, resolving issues promptly and efficiently.
- Identify opportunities to upsell/cross-sell relevant products or services to existing clients.
- Maintain accurate records of all interactions with clients using CRM software.
Job Requirements :
- 0-3 years of experience in a similar role within the financial services industry.
- Excellent communication skills with ability to handle complex queries over the phone.
- Proficiency in processing voice processes, including call handling and resolution techniques.