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Rivera Manpower Services
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Advisor associate

Advisor associate

Rivera Manpower Services

0 years

0 - 5 Lacs

Bengaluru Karnataka India

Posted:3 weeks ago| Platform: Foundit logo

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Skills Required

KYC compliance CRM Tools account servicing transaction handling Digital Banking cross-selling

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

Customer Service

Greet customers warmly and provide assistance with their banking inquiries and transactions.
Deliver prompt and professional service in person, by phone, or digitally.
Resolve customer issues and escalate complex cases when necessary.

Sales & Product Promotion

Identify customer needs and recommend suitable banking products (e.g., savings accounts, credit cards, personal loans).
Actively cross-sell and upsell products to meet personal and branch targets.
Guide customers through applications and onboarding processes.

Account & Transaction Support

Open, maintain, and close customer accounts.
Assist with deposits, withdrawals, fund transfers, and other routine transactions.
Educate customers on the use of digital banking platforms and tools.

Compliance & Administration

Ensure compliance with internal policies, regulatory guidelines (KYC, AML), and security standards.
Maintain accurate records of customer interactions and transactions.
Update CRM systems and generate basic reports as required.

Requirements:

Proven experience in customer service, preferably in a banking or financial services environment.
Strong interpersonal and communication skills.
Good understanding of financial products and basic banking procedures.
Ability to meet sales targets while maintaining excellent service quality.
Proficiency in using banking software and digital tools.
High attention to detail and organizational skills.

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