Key Responsibilities
Client Relationship Management: Build and maintain strong relationships with clients through digital channels such as video calls, mobile apps, email, and CRM platforms, ensuring seamless service delivery and high customer satisfaction
Financial Advisory (BFSI-specific): Provide tailored financial advice, manage client portfolios, and recommend banking or investment products to meet client goals
Sales and Cross-Selling: Promote and sell products or services based on client needs, monitor portfolio performance, and achieve sales targets www.expertia.ai+1.
Customer Support: Resolve client inquiries, complaints, and issues promptly, ensuring accurate logging and follow-up
Collaboration: Work with internal teams to deliver integrated solutions, align strategies, and improve processes
Process Improvement: Identify bottlenecks, suggest innovations, and implement best practices to enhance efficiency and client experience superworks.com.
Monitoring and Reporting: Track client interactions, portfolio health, and transaction activities, ensuring compliance with regulatory and organizational standards