- Account opening assistance in terms of documentation and follow up of the process
- Generate potential lead list from online marketing for telemarketers to contact (Cold calls)
- Accomplishes sales and organization mission by completing related results as needed.
- Leads Relationship Management maintenance on Customer tool (SFDC) for existing and new leads
- To conduct customer experience survey via call to gather customer’s feedback
- Observes, attending sales and service calls.
- Practices sales process by calling on existing and then new accounts; adhering to established sales steps
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