Customer Service

Role Summary : Promote financial products, engage with clients and improving the relationship with customers and developing marketing methods and achieve sales targets in a dynamic and customer-focused environment.

Key Responsibilities :

Understand and explain financial products to customers.

Obtain sufficient information on customer needs.

Opening customer accounts and marketing the company's multiple products to customers.

Retaining customers and attracting new customers.

Collection and analysis of customer data.

Meet monthly and quarterly sales targets.

Deliver sales reports and assist with tasks as assigned.

Qualifications :

Strong communication, negotiation, and interpersonal skills.

Knowledge of financial products and market trends.

Proficiency in Microsoft Office Suite.

Ability to work independently, meet deadlines, and perform under pressure.

Skills :

Excellent verbal and written communication skills.

Ability to analyze market trends and customer needs.

Exceptional negotiation and persuasion skills.

Time management and organizational skills.

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