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Job Details
Job Description
Responsibilities: Client Relationship II Lead Generation II Sales
• Explaining investment products to prospects by keeping utmost transparency and helping them achieve financial freedom
• Saying “No” to prospects, if the product is not a right fit for the client
• Guiding clients throughout their investment journey for the next 10 years to come
• Understanding the needs of prospects & presenting suitable investment products online
• Working in challenging situations but the satisfaction of building wealth for clients is guaranteed
• Meeting with customers digitally or in person to highlight the company’s products or services
• Develop a business strategy to ensure area sales growth
• Demonstrating and presenting products/services
• Identifying new business via market research, cold calling, chat, emails
