TMBThanachart Bank or ttb - ทีเอ็มบีธนชาต หรือ ทีทีบี

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รับสมัครด่วน

May 2, 2024

Investment Advisor (ที่ปรึกษาการลงทุน)

สถานที่ปฏิบัติงาน

Chatuchak, Bangkok

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Job Descriptions

Actively 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

Qualifications

Bachelor degree of related fields
Investment Consultant License(IC), minimum IC complex2 is required
Advance in soft skill related to customer service. Key skills include tele-advisor
good listening and communication especially over tele-channel
Able to work under pressure and have experience in complaint handing and managing difficult customer
Excellent in problem-solving skill
Have strong knowledge in investment products such as mutual fund, stocks and bonds and basis asset allocation framework
Be customer-centric by putting customer first i.e. having service mind and be able to provide service beyond customer expectation
Have growth mindset
able to adapt well dynamic working culture, be resilient and adaptive to changes
If have experience in brokerage firms or contact center as service staff specialize in investment product would be an advantage