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Executive Trainee
HDFC Bank • Full time
Jun 2024 - Nov 2024 • 5 mos
Identified HDFC Bank customer’s needs and assisted them with customised financial planning and insurance solutions to enhance customer satisfaction and achieve sales targets. Developed strong relationships with HDFC Bank staffs to identify potential clients. Conducted customer meetings to explain product features, benefits and suitability. Handled both channels in HDFC Bank: Prime Virtual Channel (Savings account customers) and VIRM Virtual Channel (Current account customers). Participated in training programs to stay updated on new insurance products and strategies.