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As a Financial Services Representative at HDFC Bank, you will play a key role in building and managing relationships with our customers. You will be responsible for understanding their financial needs and recommending the best products and services to meet them. You will also be responsible for providing excellent customer service and ensuring their satisfaction.
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Responsibilities:
- Proactively identify and engage potential customers.
- Conduct needs analysis to understand customer financial goals and risk appetite.
- Recommend and explain a range of financial products and services, including savings accounts, loans, credit cards, insurance, and investments.
- Process applications for various financial products and services.
- Provide excellent customer service, resolve inquiries, and address customer concerns promptly.
- Maintain accurate and complete records of customer interactions and transactions.
- Achieve sales targets and contribute to the overall branch performance.
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Skills:
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Ability to build rapport and trust with customers.
- Product knowledge and understanding of financial services.
- Time management and organizational skills.
- Computer literacy and proficiency in banking software.
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