Customer Relationship Officer

Bajaj Capital

1 - 6 years

3 Lacs

gurugram

Posted:14 hours ago| Platform:

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Skills Required

mutual funds sales mutual funds mf

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

To deliver a seamless client experience to the assigned as well as acquired clients by utilizing Client Service index.To ensure progressive curve by up-selling the chosen MF product basis assigned target.To deliver excellent On boarding experience to all the WP clients within specified TATPreparing the Business MIS & Feedback funnel on a regular basis.
To deliver training on Importance of MF to WP batches, before hand, ensure you are regularly updated / cross trained on such areas/avenues
To facilitate & ensure the satisfactory completion / activation of all the MF redemption cases, thus helping ensure retention level of clients at the highest level.

Preferred candidate profile

Persuasive communication, interpersonal & networking skills.Should possess influencing & negotiating skills with an analytical framework in place.MS Office data analytic, content development & presentation skills, as per Industry standardsGood Experience in Client Servicing, Up selling & Complaints Handling with proven track record. In-depth knowledge of the Financial services industry and its current eventsSelf motivated, Positive attitude, Ambitious & Result oriented approach as essential attributes.

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