Job Summary:
The HNI Call Center Executive is responsible for managing inbound customer interactions from high-net-worth clients, offering superior service and personalized support. This role emphasizes cross-selling products, resolving queries, and ensuring customer retention by building strong, trust-based relationships.
Key Responsibilities:
Handle inbound calls from HNI, ensuring prompt and efficient service delivery.
Provide detailed product information and proactively identify opportunities to cross-sell or upsell
Ensure retention of HNI customer by delivering a personalized service experience and addressing pain points effectively.
Build trust and strengthen client relationships by addressing concerns with empathy and ownership.
Assist in resolving complex service requests or escalations and coordinate with internal stakeholders when necessary.
Maintain accurate records of Customer interaction and follow-up activities in CRM systems.
Achieve monthly targets related to service resolution, cross-sell revenue, and retention metrics.
Comply with internal and regulatory guidelines while handling client interactions and financial data.