Customer Service and Relationship Management Proficient in Microsoft Office (Word & Excel) and CRM software. Experience with telephony applications. Excellent communicator with interpersonal and conflict resolution skills. Time management and organizational abilities.
* Build and maintain strong relationships with clients through digital channels, including email, chat, and video conferencing. * Proactively engage with clients to understand their financial needs and goals. * Provide personalized financial advice and recommendations. * Resolve client inquiries and complaints efficiently and effectively. * Possess a solid understanding of financial products and services. * Keep up to date with financial market trends and regulations. * Provide accurate and informative financial information to clients. * Utilize CRM and other digital tools to manage client interactions and data. * Leverage social media platforms to engage with clients and build brand awareness. * Maintain a strong online presence and professional image. * Identify opportunities to cross-sell and upsell products and services. * Achieve sales targets and KPIs. * Contribute to the development of new business strategies.
