Client Advisor

Instructor
Talent Insider
13 October 2023
Jakarta, Jakarta Selatan

About the Company:

Talent Insider is an upcoming HR Consultancy Service, founded in 2021. Our clients have been some of the leading brands in Indonesia, and this service continues to expand.

Registered in Singapore & Indonesia, we can assist with your growth plans and strategies, and continue to expand our regional presence with strong regional partners to assist our client in recruitment and branding strategy.

Job Description:

  • Increase Customer Account Balance Through Continuous Execution Of Sales Activities (via Calls, Walk-ins, And Visits):
  • Introduce And Explain Products / Promotions
  • Provide Product Consultation
  • Cross-sell
  • Handle Customer Account-related Administrative Procedures / Paperwork
  • Account Opening
  • Keep Track Of Customer Communications And Transactions
  • Stay Updated On Company Products And Promotions, And Preferably Also Market Products, Players, And Trends
  • Establish And Maintain Good Relationships With Customers:
  • Regular Courtesy Calls – To Check Up On Customers, Not Just For Sales Purposes
  • Profiling: Understand Needs, Preferences, Life Styles

Job Requirements:

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Previous experience in retail banking, customer service, or financial advisory roles is preferred.
  • Proven track record of building and maintaining strong client relationships.
  • Excellent communication skills, both verbal and written.
  • Strong analytical and problem-solving abilities.
  • Ability to work in a team-oriented and fast-paced environment.
  • Knowledge of retail banking products, services, and industry regulations.
  • Proficiency in using banking software and Microsoft Office suite.

Skils: