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1 week ago

Job Summary

Customer service, Retail Operations will be responsible for attending to all retail client transactions – account opening, trade execution, cross-selling, up-selling, dematerialization, inter-member transfers, specimen signature capturing, account update, proceed withdrawal and any other duty assigned.

  • Minimum Qualification:Degree
  • Experience Level:Mid level
  • Experience Length:3 years

Job Description/Requirements

Responsibilities:

  • First point of call for all walk-in retail clients in respect of all products and services.
  • Receive account opening, demat, and inter-member forms, review, and initiate process.
  • Responsible for the dissemination of customer client requests/emails to responsible departments.
  • Upsell and cross-sell CSL products and services
  • Encourage and facilitate client migration to the online trading portal.
  • Receive and process client trades and withdrawal requests.
  • Responsible for a follow-up to ensure requests are treated and customers notified accordingly


Requirements:

  • Minimum academic qualification of a Degree in Business Administration or other related social sciences
  • Masters or professional certifications in people management; customer relations, etc will be added advantage.
  • Minimum of 3 years experience in a customer service role in a financial services firm. 
  • Work background in stockbroking and asset management is critical.
  • Excellent people and communication skills.
  • High energy, proactive self-starter, and strong team player. 
  • Solutions provider and goal-oriented. 
  • A well-groomed individual with perceived ethics.
  • Basic understanding of financial products and technology platforms.
  • Ability to assist in achieving long-term visions balanced with the zeal to contribute significantly to the organization’s drive to execute realistic goals. 
  • Demonstrated relationship-building and management skills. 
  • Strong active listening skills, consultative style, and excellent verbal and written communication skills. 
  • Demonstrated customer focus with acute problem-solving skills.
  • Proficiency in office software suites/packages especially Microsoft Office Suite. 

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