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Job Purpose:
Responsible for servicing digital and walk-in clients in the financial sector, advising on financial products, fees, risks, and offers, while identifying sales opportunities, generating new business, and meeting all client requirements to support company growth.
Duties & Responsibilities:
Client Support
Provide service to existing clients and acquire new customers by organizing daily work schedules for telesales and walk-in clients.
Inquiry Handling
Respond to all customer inquiries via phone, email, live chat, social media, and digital platforms.
Sales Closing:
Close sales through direct communication with interested customers and achieve monthly targets and KPIs.
Follow-up:
Conduct daily follow-ups with existing and targeted clients, offering personalized sales consultations.
CRM Management:
Utilize digital sales tools and CRM systems to manage relationships and measure performance.
Product Promotion:
Contact existing clients to promote new products and analyze client volumes to focus telesales.
Reporting:
Prepare and submit activity and performance reports, including daily call reports and weekly work plans.
Market Monitoring:
Monitor market and competitor trends to support sales strategy and recommendations.
Education & Experience:
Required Skills:
Specialized Knowledge and Certificates:
Job ID: 139043883