philippinesbanking-financial-services/consumer-banking2023-08-022023-10-01financial-servicesMakatiNational Capital RegionPHTELECOMMUTERobert Waltershttps://www.robertwalters.com.phhttps://www.robertwalters.com.ph/content/dam/robert-walters/global/images/logos/web-logos/square-logo.pngtrue
A promising Retention Agent job has just become available at an international financial institution.
About the Retention Agent Role: In this role, you will be responsible for engaging with existing customers to foster long-term relationships and enhance customer retention.
Grow, deepen, and maintain relationships with clients, ensuring good understanding of their needs and becoming trusted advisers
Customise offers, promotions, and discounts based on the customer's needs and preferences to encourage retention
Actively participate in deepening client market acumen and investment knowledge
Proactively contact existing customers via phone, email, or other communication channels to understand their concerns, inquiries, and reasons for potential service discontinuation
To succeed in this Retention Agent role, you must have strong experience in relationship building, account management, and negotiation.
Minimum of five years' work experience in the fields of banking or asset management, particularly in the function of treasury and investment product management
In-depth knowledge and understanding of economics, financial markets, asset management, and investment products
Strong customer orientation with inclination towards business development and sales
Excellent written, communication, and interpersonal skills
Strong motivation and personal drive to succeed, and ability to work with considerable autonomy and with a team
This company is a leading international trading platform.
If you are driven, determined and want to take the next step in your career, this Retention Agent role is for you.
Apply today or contact me to discuss this new opportunity.
Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.
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