Client Relationship Executive

Overview

This role focuses on engaging with customers to provide a superior digital banking experience. The executive will connect with clients following structured contact protocols, understand their needs to recommend fitting banking products, and manage communications via inbound and outbound calls while upholding quality standards.

Key Responsibilities

• Interact with designated customers according to prescribed contact guidelines.
• Deliver excellent digital banking experiences tailored to customer requirements.
• Address and resolve inquiries and complaints within set timeframes.
• Promote the use of digital banking services for better convenience.
• Maintain detailed records of customer communications using CRM tools.
• Build lasting client relationships aimed at retention and reducing churn.
• Meet specified sales and portfolio objectives.
• Identify opportunities to cross-sell and up-sell products like third-party platforms, assets, and cards.
• Assess customer eligibility and ensure compliance before product offerings.
• Monitor and report key account activities as needed.
• Process client requests and financial transactions accurately and promptly.