The Client Engagement OL Consultant is responsible for driving engagement with clients who have not been engaged with the Bank product. The consultant will make outbound calls to existing to provide the client with more information about the banks products and rewards, help clients navigate the app and assist them with any additional queries. The consultant will be required to position an upsell to new clients that meet the upsell criteria. The consultant will also be required to conserve existing clients that want to close their account. The consultant will also be required to co-ordinate their own administration and maintain accurate details and statistics of all queries.

The key purpose for the consultant is to drive client engagement on the bank product by conducting campaign calls, Whats App callbacks, and conservation calls during which they will service any client queries, help the client navigate the bank offering and ensuring that the cl...