Job vacancy Client Advisor (Retail Banking)

JAC Recruitment Indonesia
Millennium Centennial Center 6th Floor, Unit A and H Jl. Jend. Sudirman Kav. 25, Jakarta
  +62 21 3970 3646

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Job Type
Job Status
Full Time
29 July, 2023
Job Title

Client Advisor (Retail Banking)

Job Location
Job Presentation
Our client is one of the biggest Banking company in Asia, looking for AVP Client Advisory who is experienced in Retail Banking.   Job Description:
  • Conduct daily and weekly planning of sales activities in order to reach those targets
  • Increase customer account balance through continuous execution of sales activities (via calls, walk-ins, and visits):
  • Introduce and explain products / promotions
  • Provide product consultation
  • Cross-sell
  • Handle customer account-related administrative procedures / paperwork
  • Account opening
  • Keep track of customer communications and transactions
  • Stay updated on Company products and promotions, and preferably also market products, players, and trends
  • Establish and maintain good relationships with customers:
  • Regular courtesy calls – to check up on customers, not just for sales purposes
  • Profiling: understand needs, preferences, life styles
  • Product inquiries
  • Solve customer issues
  • Conduct financial planning
  • Uphold an overall superior service standard that is in line with Wealth Management banking image and reputation
  • Ensure overall customer satisfaction
  • Serve as focal point between customer acquisition team and telebanking team in ensuring seamless synchronization of customer knowledge
  • Work closely with ALL members of the branch team
  • All sales activities must be done in compliance with company and government regulations and policies
  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Previous experience in retail banking, customer service, or financial advisory roles is preferred.
  • Proven track record of building and maintaining strong client relationships.
  • Excellent communication skills, both verbal and written.
  • Strong analytical and problem-solving abilities.
  • Ability to work in a team-oriented and fast-paced environment.
  • Knowledge of retail banking products, services, and industry regulations.
  • Proficiency in using banking software and Microsoft Office suite.
Valid Till
27 Jul, 2024 (236 days left)

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