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
- 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
- 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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