รายละเอียดงานActively call potential customers to recommend investment products.
Identify potential customers through outbound calling. Present financial products to potential customers in a clear and concise manner.
Answer customer questions about financial products and service. Address customer objections and concerns.
Develop and maintain a deep understanding of the company's financial product and service.
Be able to tailor to their sales pitch to the individual needs of each customer.
Be a customer touch point of mutual fund products. Act as tele-advisor serving all customer segments from mass to upper affluent customers.
Provide mutual fund-related service, resolution as well as investment recommendations.
Understand customer need and be able to assist, resolve problems and advise relevant products that suit with customer needs.
Execute mutual fund transaction over the phone and support internal licensed staff as bank's MF transaction service center