Wealth Management Retention Specialist - TASC Outsourcing

\[ Implement callback policy for WM Products:
-Call back customers who have given instructions to transact in investment products (Structured products, sukuks, funds, etc.) and complex takaful products (e.g. saving plans, whole of life plans etc)
-Follow the call back policy and the call script without exception
-Ensure timeliness and prompt action, operating within strict response time requirements
-Maintain high quality and professional approach in all customer interactions
-Focus on retention of customers and solve customer issues if any
\[Compliance / Control:
-Follow callback policy and script, including conditions like record-keeping, calling from recorded lines and so on
-Ensure the customer understands the key points about the products that the Bank wishes to highlight before customer’s final decision to invest
-Resolve customer complaints and requests relating to WM Products, whether BAU or bespoke
-Take remedial actions to reduce clawbacks, including calling to delayed clients, other modes of communications etc
\[Effective handling of customer (internal/ external) queries:
-Promptly resolve customer queries, whether standard queries and responses or innovative solutions to unique customer issues
-Responsible for the prompt and thorough resolution of product and process issues and recommend improvements in order to achieve timely and satisfactory solutions to customers.

Job Details

Posted Date: 2018-12-26
Job Location: Dubai, United Arab Emirates
Job Role: Management
Company Industry: Employment Placement Agencies/Recruiting

Preferred Candidate

Career Level: Management


from Jobs in UAE | Bayt.com http://bit.ly/2rUAz7n

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