Our client is looking for a Virtual Relationship Manager to join the team of best phone banking service providers to provide professional services for a wide range of banking products to address customers' different services and financial needs.
Principal responsibilities
Provide financial planning services to high-net-worth customers and achieve sales target of other cross selling bank product
Address and resolve customer feedback, including but not limited to complaints, compliments, suggestions, and other special cases in a professional and timely manner
Liaise with other departments to conduct case investigations and ensure the investigation reports are submitted on time
Ensure accurate and consistent handling of customer complaints and comments
Collect and analyze customer feedback; identify areas for improving operational effectiveness and customer satisfaction, and take remedial actions with the relevant departments
Participate in ad-hoc projects and assignments as instructed by the superiors.
Qualifications
Degree holder or above in Business Administration, Bilingual Studies or related disciplines
Qualified for IIQE Paper 1-3 / HKSI 1, 7,8
At least 2 years of Sales experience in selling Insurance / Investment / General Banking Products
Minimum 2 years of banking experience with complaint handling role
Good interpersonal, communication and presentation skills with analytical mind and problem-solving skills
Strong leadership with training and coaching skills and possess customer-service mindset with strong sense of responsibility
Excellent command of written and spoken English and Chinese is a must
Great Sense of ownership and servicing mindset to ensure efficient and effective customer service processes