Customer Relationship Officer

1 week ago

Egypt EGBank Full time 60,000 - 120,000 per year
  1. Identify existing and potential customer needs and provide them with the basic

information on all Bank's products & services.

  1. Achieve assigned targets through promoting, selling and cross selling the bank's products

and services to existing and prospective customers to achieve the preset sales budget.

  1. Handle all the customers 'regardless of their segment requests/inquiries related to their

accounts, products and services in a professional manner and ensure resolving them

efficiently within the set TAT

  1. Carries and handles efficiently custody items, keys as per custodian matrix and relevant

policies and procedures.

  1. Ensures that all customers' profiles are updated through applying the KYC principle

(Know Your Customers)

  1. Analyze portfolio performance statistics to better understand customer behavior and plan

for future activities in addition to providing insights and recommendations for the Retail

Products Team

  1. Review daily inflows / outflows of the assigned portfolio to retain clients and avoid losing

funds.

  1. Introduce and promote alternative service channels to customers through explaining the

relevant features of the online service and encourage them to use it to improve their

journey perception about other banking services

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