Job Description

Key Responsibilities:- Lead Conversion: Acquiring and converting digitally sourced leads for 811 Savings accounts and new account openings. - Full KYC: Ensuring the completion of Full KYC for leads and new accounts. - Cross-selling: Offering other banking products to customers. - Customer Service: Maintaining a positive customer experience, addressing queries, and resolving issues. - Target Achievement: Meeting conversion and cross-selling targets. - Adherence to Standards: Following information security and quality process norms. Required Skills:- Communication: Excellent interpersonal, written, and oral communication skills are crucial. - Sales: Proven ability to generate leads, convert them into customers, and cross-sell products. - Customer Service: Strong customer service orientation and the ability to build rapport with clients. - Analytical Skills: Ability to analyze data and identify opportunities for improvement. - Time Management: Strong time management skills to manage workload effectively. - Leadership (if applicable): If managing a team, strong leadership and people management skills are required. (ref:updazz.com)

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