Senior Executive Officer / Assistant Manager, Customer Insights and Service Delivery

Job Description

Title: Senior Executive Officer / Assistant Manager, Customer Insights and Service Delivery

Company Name: IDLC Finance Limited

Vacancy: 1

Job Location: Dhaka

Employment Status: Full-time

Educational Requirements:
∎ Minimum BBA from any public/private university

Experience Requirements:
∎ At least 4 year(s)

Job Responsibilities:
∎ Lead IDLC AML Customer Insight and Service Delivery (CISD) in the work area like Investor Onboarding, Post-Onboarding & Smooth Exit Services;
∎ Proper coordination with Sales, Ops. & the third party to ensure the service delivery within the deadline;
∎ • Establish Loyal Investor base through enhanced Investor satisfaction and devising investor loyalty programs/campaigns;
∎ Analyze investor data to turn into actionable insights with a view to enhancing Investor Satisfaction;
∎ Analyze Lead & Service related query/journey / TAT on each node from the CRM module to ensure superior onboarding and post-onboarding journey of the investors;
∎ Analyze the CRM data and suggest the improvement areas in the Operational process to reduce the workload on the Sales, CISD & Ops. Team;
∎ Proactive approach for new client acquisition, cross-sell, up-sell, and retention drive based on CRM data ;
∎ Innovate efficient Database management & customization in Back Office Software in a continuous process;
∎ Entertain maximum Investor related queries through online services;
∎ Update the CISD team's SOP on regular basis and ensure its proper implementation by the team members;

Additional Requirements:
∎ Leadership capacity on Strategic and visionary Customer Management Team
∎ Sound knowledge of Financial Markets and Products
∎ Fluency in English to handle the queries of the high valued investors
∎ Experience in Customer handling and Reporting
∎ Professional Experience in the financial sector will be given preference

Salary: Negotiable

Job Source: Online Job Posting.

Application Deadline: 31 Oct 2021

Company Information:
∎ 24 Oct 2021
∎ IDLC Finance Limited

Category: Bank/Non-Bank Fin. Institution


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