Job Description
Key Responsibilities
- Support deepening and acquisition within personal client segment
- Handle assigned client list/base and focus on establishing higher contacts to maximize penetration
- Proactively engage with clients to uncover business needs and promote cross‑sell or up‑sell for both existing to bank and new to bank clients
- Ensure prompt and timely call backs are made to clients as committed
- Optimize the usage of dialers and lead‑management system to drive greater performance
- Support fulfilment of online leads where applicable (e.g. online form drop‑offs)
- Drive adoption of digital offerings as part of tele‑sales conversations
- Apply skills learned via training programs to drive needs‑based conversations
- Develop a deep understanding of various products offered and process as relevant
- Achieve sales target as applicable
- Collect client information as needed to serve cli...
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