Financial Service Representative Job Duties

By | April 5, 2012

Financial Service Representative Job Duties include promoting various financial products and services and selling them to the prospective as well as existing clients. They play an important part in generating the bank’s or financial institute’s revenue. It is recommended to pursue a degree in finance if you are planning to get into this position.

Financial Service Representative Job Duties

  • Financial Service Representatives are required to answer the costumer queries and clarify their doubts regarding financial products and services.

  • Financial Service Representatives need to help the customers in resolving their issues related to financial products and services.

  • Financial Service Representatives are required to sell financial products and services.

  • Financial Service Representatives are expected to promote financial products.

  • Financial Service Representatives also need to provide after sales services to their clients.

  • Financial Service Representatives are expected to deal politely with the customers and maintain cordial long term relations with them.

  • Financial Service Representatives are required to stay updated with the information about their organization’s newly launched products and services.

  • Financial Service Representatives are required to prepare strategies to bring in business for their company and increase the revenue.

  • Financial Service Representatives need to prepare sales reports keying in the details regarding the products and services sold by them.

  • Financial Service Representatives are required to record the details of the interactions they have had with the customers.

  • Financial Service Representatives need to grow the client base by using different techniques.

  • Financial Service Representatives must possess knowledge about their competitors’ products and services s well.

  • Financial Service Representatives must work keeping in mind the company’s norms.

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