Job Description

Responsibilities

1. Developing relationships with potential clients by building rapport with them.
2. Generating sales leads for businesses by identifying potential clients and encouraging them to purchase products or services.
3. Identify potential new clients and work with them to build up a relationship with the goal of managing their wealth.
4. Creating and maintaining a database of potential clients by collecting contact information such as names and phone numbers.
5. Maintaining relationships with potential clients by providing them with information about new products or services offered by the company.
6. Increasing awareness of products or services.
7. Coordinating with other departments within the company so that all leads are followed up on and dealt with appropriately.
8. Providing customer service to potential clients by answering questions about products and services offered by the company.
9. Identifying opportunities to generate leads through research, such as surveys or focus group.

• Bachelor’s Degree
• What You Bring

1. Minimum of 4 years of relevant work experience.
2. Sound knowledge of financial markets and investment products.
3. Strong ability to develop a network of target prospects.
4. Outstanding communication and presentation skills.
5. Excellent business development and marketing skills.
6. Strong analytical and decision-making skills.
7. Experience in understanding the financial needs of all types of clients.
8. Ability to meet deadlines and manage expectations.