Job Description

- Conduct thorough assessments of customers' financial needs, goals, and preferences to identify suitable loan products or services that align with their requirements.- Educate customers about our range of loan products, features, and benefits, and recommend appropriate solutions based on their individual circumstances.- Cultivate strong, trust-based relationships with customers by demonstrating empathy, understanding, and a genuine interest in their financial well-being.- Develop and implement personalized retention strategies tailored to each customer's profile, preferences, and stage in the loan lifecycle.- Address customer objections or concerns related to loan terms, rates, eligibility criteria, or other factors, and provide clear and transparent explanations to alleviate their apprehensions.- Identify opportunities to cross-sell or upsell additional loan products, services, or features that may benefit customers and enhance their overall experience.- Serve as a dedicated advocate for customers within the organization, ensuring their voices are heard, and their needs are addressed promptly and effectively.- Gather valuable feedback from customers regarding their experiences, preferences, and suggestions for improvement, and relay this information to relevant stakeholders for action.- Meet or exceed established performance targets related to customer retention, cross-selling, upselling, and overall customer satisfaction. (ref:updazz.com)

updazz .com