Job Description

Job PurposeTo provide personalised advice, financial solutions, client service and educate clients on the convenience, security and functionality of self-service solutions, in order to meet business goals and exceed client expectations.Job ResponsibilitiesClient Engagement:Respond to client needs by offering the right service and solution.Nurture strong, long-standing client relationships.Educate clients and potential clients on how to subscribe and service their account.Educate clients on the convenience, security and functionality of self-service solutions.Provide knowledgeable client service that fosters mutual trust and confidence.Discover client's needs through connecting, understanding and delivering financial solutions with care.Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.Own the client request end to end and route for alternative intervention if not equipped to service the client.Identify cross-selling opportunities through client engagement and quality conversations.Facilitate the sales process by informing clients of the product features and benefits.Fulfill clients' needs through documenting needs analysis and by providing suitable financial product solutions.Obtain referrals from existing clients as well as leads from other business units.Build, maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications, queries and requests.