Develop and maintain professional relationships with customers and ensure customer satisfaction.
Coordinate with clients and acquire all information and resolve issue effectively
Provide professional assistance to all customers issues and ensure confidentiality of all client information.
Administered everyday tasks activities and manage personal balancing records according to the policy.
Provide efficient sales and services to customers and monitor sales for all referral objectives.
Assist sales team to generate business through cross selling and effective marketing.
Analyze all customer requirements and recommend solutions to meet same and prepare effective financial plans to suit individual customers.
Maintain relationship with assigned customers and ensure effective implementation of all services and products and update legal disclosures and notifications.
Analyze all customer requirements and resolve customer transactions issues with help from personnel.
Referring customers to individuals qualified to offer and sell regulated financial products.
Ensuring customer queries are answered to their satisfaction
Promoting certain financial products and services
Explaining the features and benefits of recommended products
Asking questions to gain an understanding of the client’s current financial situation and short- and long-term financial goals
Resolving issues and troubleshooting technical problems
Providing proactive customer outreach
Handling customer complaints
Collecting and analyzing customer feedback
Responding to customer reviews
Developing and documenting knowledge into helpful content
Tracking customer service KPIs and metrics
Experience
Naveed & SONS
Jan 2017 – Present
Remote
Customer Sales service representative
Develop and maintain professional relationships with customers and ensure customer satisfaction.
Coordinate with clients and acquire all information and resolve issue effectively
Provide professional assistance to all customers issues and ensure confidentiality of all client information.
Administered everyday tasks activities and manage personal balancing records according to the policy.
Provide efficient sales and services to customers and monitor sales for all referral objectives.
Assist sales team to generate business through cross selling and effective marketing.
Analyze all customer requirements and recommend solutions to meet same and prepare effective financial plans to suit individual customers.
Maintain relationship with assigned customers and ensure effective implementation of all services and products and update legal disclosures and notifications.
Analyze all customer requirements and resolve customer transactions issues with help from personnel.
Referring customers to individuals qualified to offer and sell regulated financial products.
Ensuring customer queries are answered to their satisfaction
Promoting certain financial products and services
Explaining the features and benefits of recommended products
Asking questions to gain an understanding of the client’s current financial situation and short- and long-term financial goals
Resolving issues and troubleshooting technical problems
Providing proactive customer outreach
Handling customer complaints
Collecting and analyzing customer feedback
Responding to customer reviews