Client Service Executive
finpro
Total years of experience :9 years, 7 Months
• Contact potential or existing customers to inform them about a product or services served by Finpro commercial broker
• Answer questions about products or the company
• Ask questions to understand customer requirements and eligibility
• Direct prospects to the field sales team when needed
• Enter and update customer information in the database
• Handle grievances to preserve the company’s reputation
• Go the “extra mile” to meet sales quota and facilitate future sales by providing alternative way of finance
• Keep records of calls and sales and note useful information
• Contact and identify the reason of default and follow-up for repayment from customers by phone
• Tracing the customer by various techniques and collection strategies (often designed by employee) to locate right parties in order to negotiate payment arrangements on high collectability or value accounts.
• Negotiate payment terms and methods when right party is reached. The process often requires reviewing the account information in database, and/or asking probing questions of the consumer in order to better understand potential objections to payment.
• Overcome stalls and objections & suggest money sources for debt payment.
• Utilize payment options (credit cards, direct checks) and secure this information so that administrative services can process.
• Negotiate settlements outside of normal guidelines, authorize credit bureaus deletions, negotiate payment arrangements over a longer span of time than normal, take accounts out of treatment (close accounts) within certain guidelines.
• May advise management regarding collection strategy effectiveness for various portfolios.
• May help resolve higher level disputes.
• Take escalated calls from level I and II collectors.
• Performs other duties as assigned.
• Updating actions in excel and debts collections system to follow-up and actions against each assigned leads.
• Sending legal notice to customer by email if customer has refused to pay or non-contactable.
• Daily stock updating into the stock entry system - Wingold application
• Assisting customer as per their need and requirements
• Advising customers on products and helping them to choose the most suitable
• Take payments for goods and issue receipts and guarantees.
• Use of computer systems to manage customers’ accounts in tally software and control stock.
• Counting and calculation of daily collection as per receipts vouchers and tally accounting system.
• Managing annual leaves of staff, salary transfers by wps and salary certificate request.
• Assisting the customer by emails and telephonic communications.
Making follow-up calls and conferences with heads of companies to help the customers services into their work cycle.
Meeting with decision makers in different companies and finding their needs and wants and delivering structured
plans to suit their needs.
Assist clients in making informed decisions.
Undertake all administration tasks for the senior planner and coordinating with the head-office.
Attend Networking events to generate leads and follow up with potential customers.
Accounting and finance
Majors in “International Management” from Geneva