• Handling customers and giving prompt responses to their queries over phone and emails.
• Proficient in providing information and sell items along with services to clients.
• Hands-on experience in making outbound calls for sales and receiving inbound call for customer support.
• Demonstrated ability to log all notes and follow up information accurately.
• Handling HNW clients (preferred customers) efficiently and understanding their needs and pitch products accordingly and solve their issues pertaining to banking.
Financial advisor
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