Sales Associate Candidate Experience site

1.0 - 5.0 years

0 Lacs

karnal, haryana

On-site

As a Customer Service Executive in the financial services sector, your primary responsibility will be to handle various customer service requirements including account opening, DMAT account opening, addressing grievances, selling liability products, educating customers on product features, and facilitating cheque book issuance. The quality of advice you provide to customers, as evaluated by both customers and supervisors, will be a key performance indicator. Additionally, your speed and efficiency in delivering services will be closely monitored. You will be expected to meet sales targets for both bank and investment products by not only addressing the customer's stated needs but also by identifying opportunities to provide additional products that enhance customer value. Cross-selling of asset products and providing support to relationship managers managing High Net Worth Individual (HNI) relationships will also be part of your duties. It is crucial to ensure low attrition rates and focus on customer acquisition through referrals from existing satisfied customers. To qualify for this role, you should hold a graduate degree with a total work experience of 1-3 years, with at least 1 year of experience in the financial services or banking industry. A balanced blend of service and sales orientation is essential for this position. Candidates with a background in customer service from financial institutions such as mutual funds, securities houses, etc., with a strong sales orientation, will be given preference. In summary, this role requires a proactive and customer-centric approach, with a focus on delivering high-quality service, meeting sales targets, and enhancing overall customer satisfaction. Your ability to effectively balance service excellence with sales goals will be critical in achieving success in this position.,

Posted 22 hours ago

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