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Sales & Marketing

Jagannath Co-Op. Soc. Ltd

$5/hr Starting at $25

• Relationship manager for more than 300 customer. • Sourcing new saving and current account for a given set of branches and also cross sell targets of retail assets. • Helped customers make informed investment decisions. • Identification of potential customers and manage the relationship with them. • Account opening for the new clients including verification of KYC documents. • Customer Service: Handling Customer Queries of existing and new customers. • Mandatory Documentation like Know Your Customer, Account Opening Documentation Process. • Gainedexperiencein KYC Analysis, Account Opening.

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$5/hr Ongoing

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• Relationship manager for more than 300 customer. • Sourcing new saving and current account for a given set of branches and also cross sell targets of retail assets. • Helped customers make informed investment decisions. • Identification of potential customers and manage the relationship with them. • Account opening for the new clients including verification of KYC documents. • Customer Service: Handling Customer Queries of existing and new customers. • Mandatory Documentation like Know Your Customer, Account Opening Documentation Process. • Gainedexperiencein KYC Analysis, Account Opening.

Skills & Expertise

AccountingLikesManagementProcess Design

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