Role Overview
Will be responsible for building and maintaining strong relationships with customers, delivering a superior digital banking experience, and driving sales across multiple banking products and services. This position is ideal for candidates who are enthusiastic about customer engagement and financial relationship management.
Key Responsibilities
Engage regularly with Imperial customers as per the contact policy and deliver a consistent, superior digital experience.
Understand customer needs and provide suitable financial solutions.
Meet defined scorecard targets and portfolio performance benchmarks.
Handle inbound and outbound calls with professionalism and accuracy.
Promote Digital Banking services for enhanced customer convenience.
Profile customers effectively to enable cross-selling of relevant bank products.
Ensure accurate logging and resolution of all customer complaints.
Retain customers and minimize attrition through proactive communication.
Monitor large transactions and account closures and take necessary actions.
Achieve sales targets across TPP, Assets, Cards, and other financial products.
Record customer interactions and transactions accurately in the CRM system.
Adhere to all internal guidelines and regulatory requirements.
Skills & Requirements
Essential Skills:
Excellent communication and interpersonal skills
Proficiency in MS Excel and CRM tools
Strong sales orientation and customer service mindset
Knowledge of basic banking and financial products
Ability to manage outbound calls and maintain customer engagement
Experience: 0 – 3 years (experience in banking, financial services, or sales preferred)