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CE-AF Retention Officer

3-5 Years
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  • Posted 14 hours ago
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Job Description

Customer Interaction

  • Handle inbound and outbound calls professionally and efficiently, ensuring a positive customer experience.
  • Respond to customer enquiries on Credit Cards, CashPlus, Smart Pay, Annual Fees, and Unsecured Loans, including account information, product features, and application status.

Sales & Cross-Selling

  • Perform cross-selling of financial products and services based on customer needs and eligibility.

Documentation & Follow-Up

  • Ensure accurate and timely documentation of customer interactions in CRM systems.
  • Follow up on pending documentation and application requirements via email and phone.

Compliance & Escalation

  • Adhere to compliance, data privacy, and operational guidelines.
  • Escalate complex or unresolved issues to the appropriate teams for further handling.

Performance & KPIs

  • Meet individual and team KPIs, including service quality, productivity, and sales targets.
  • Work schedule: 5 days/week, with overtime as required by management.

More Info

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Job ID: 138865275