Financial Services Advisor
5 days ago
This role involves delivering exceptional customer experiences while meeting sales targets. As a Sales Support Consultant Private Wealth Banking, you will be responsible for driving revenue growth and building long-term relationships with customers.
About This OpportunityWe are seeking an experienced professional who can leverage their skills and expertise to drive business results and improve customer satisfaction.
Key Responsibilities
- Deliver enablement according to service delivery excellence plans by putting customer experience at the centre of products, services, solutions, advice and fulfillment.
- Achieve predetermined sales targets through generating quality applications.
- Execute the sales process within desired turnaround times.
- Deliver customer sales and services whilst maintaining quality service standards.
- Explore all possible cross-selling and up-selling opportunities for customers.
- Ensure first call resolution and track conversions from lead or call to application and then to fulfilment.
Main Accountabilities
- Speak to customers to identify their needs and advise various options.
- Adhere to shared company values and service standards when interacting with customers.
- Resolve customer dissatisfaction / complaints and take full ownership of the problem.
- Communicate with customers according to company standards.
- Provide technically accurate product knowledge to address customer needs.
- Prepare for outbound calls, providing alternative product solutions where applicable.
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