- Coordinate between the various lines of business of the company to provide the deliverable required by these - Gold- clients. These deliverables could be:
- monthly report
- portfolio statement
- research article
- balance information
- more information of a current financial event that they wanted to know more about
- more details sought by them on a Page 3 type event we may have invited them to etc
- Contact the company's dormant clients with the objective of freezing time for a wealth manager visit
- Candidate should have preferably worked in the credit card customer service division of American Express
- Excellent Communication Skills - Verbal & Written.
a. Immaculate Diction
b. Optimistic & Cheerful Tonality .
- Understands what treating a client relationship with baby gloves means. Should be eager to - overservice- the client
- Candidate should understand & explain that she possesses skills of empathy
- Emotional Quotient (EQ) of the candidate should be high
- Maturity & Experience to handle including irate & clients with very high ego levels who are wealthy
- Patience & Perseverence when interacting with dormant clients
- Proficient in PC applications like Word/Powerpoint/Prezi/Excel etc.
- Should have the ability to work on several things parallely. For e.g., service call with client(s)/generating a requested report by a client/coordinating promised response by the relevant vertical within the company/interacting with dormant clients etc.
- This is an opportunity to work with the cr- me de la cr- me clients of the company.
- Candidates who have worked in the credit card customer service division of American Express will be preferred.