6 months Client Engagement Associate #Banking ($4K to $4.9K) #NJA

The Job:

• Call qualified leads and prospects to introduce the platform and key propositions; guide interested prospects through account opening and core journeys
• Retention and client care
• Contact inactive or at-risk clients to understand their needs, explain relevant platform features, incentives and support, and understand reasons for attrition
• Highnet worth clients
• Decide which leads, prospects and at-risk clients to prioritise, and when and how to approach them, using the data and lead lists provided
• Adapt the pitch and tone to the client's experience level and interests, choosing which platform features, services and approved marketing materials to communicate.
• Decide when a retention case needs to be escalated to a manager or the appropriate team
• Identify recurring objections, attrition reasonsand process gaps, and report them for improvement

Requirements

• 3 to 5 years of experience in outbound sales, client relations or business development, ideally in wealth management, banking, fintech or insurance.
• Proven record of meeting sales conversion or retention targets.
• Good interpersonal skills and a customer-centric mindset
• Able to explain financial concepts simply and accurately without straying into investment advice
• Willing to complete all required regulatory and compliance training.

The Requirements:

• Min Degree or diploma in Business Administration, Management or a related discipline, or equivalent relevant experience

Interested applicants can send their detailed resumes to [email protected] or call JANE @ 6735 1955.

JANE LUI JIE'EN

CEI: R1104482

Company Reg.No. 199601303W || EA Licence No. 99C4599