Client Account Officer

Role Details

The Client Account Officer is responsible for managing and strengthening relationships with existing customers of the Bank through proactive outbound calling. The position focuses on cross-selling banking products, enhancing account value, and delivering superior customer service, while consistently achieving assigned business targets.

Overall Job Description

• Manage a designated portfolio of existing bank customers through outbound telecalling
• Achieve assigned sales and cross-sell targets for the Banks products and services
• Proactively identify customer needs through effective profiling and recommend suitable products
• Enhance the value of existing Current and Savings Accounts through product penetration
• Deliver accurate information on products, services, and offers to customers
• Ensure high levels of customer satisfaction through professional and solution-oriented interactions
• Maintain call quality standards, compliance requirements, and internal process guidelines
• Record customer interactions and update relevant systems accurately and timely

Education and Work Experience Requirements

Minimum qualification is graduate in any stream

0-5 years of experience in:

• BPO Sales
• Phone Banking
• Tele-sales or Customer Contact Centers (preferred)