Customer Services - Team member - Retention
Kotak Securities · Remote
Source and collection record
Last observed by our collector: . This is not a manual review or a confirmation from the employer.
Job type and experience labels are automated discovery categories. The employer determines eligibility. Original experience wording was not retained separately; check the current employer page.
Your application evidence checklist
Mark the statements you can support after reading the employer source. This checklist stays on this page; it does not score your eligibility or submit an application.
0 of 2 checks marked. Keep unresolved requirements as questions for the employer.
Collected role description
<p class="MsoNormal"><span lang="en-in" xml:lang="en-in">Job Overview:</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in">As a Client Retention Specialist, you will reach out to clients who have submitted requests for account closure. Your primary goal is to understand their reasons for leaving, address any concerns, and provide solutions to retain their business. Your ability to empathize and resolve issues will play a crucial role in maintaining customer loyalty.</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in"> </span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in">Key Responsibilities:</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in">- Outbound Calls: Contact clients who have requested account closure to discuss their experiences and gather feedback.</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in">- Issue Identification: Understand the reasons behind the account closure requests and identify specific issues affecting client satisfaction.</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in">- Resolution Strategies: Provide tailored solutions to address client concerns, aiming to resolve issues and encourage account retention.</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in">- Documentation: Accurately record client interactions and feedback in the CRM system to track trends and inform future retention strategies.</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in"> </span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in">Qualifications:</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in">- Education: High school diploma or equivalent; a degree in Business or a related field is preferred.</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in">- Experience: 1 year in customer service or a call center role, particularly handling retention or escalation situations.</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in">- Skills:</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in"> - Excellent communication and interpersonal skills.</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in"> - Strong analytical and problem-solving abilities.</span></p> <p class="MsoNormal"><span lang="en-in" xml:lang="en-in"> - Proficiency in CRM software and Microsoft Office Suite.</span></p> <p class="MsoNormal"><span style="font-family:Candara, sans-serif;color:#000000;"> </span></p>
Collected experience requirement
1 year