Identify, develop, and close new business opportunities in line with company objectives.Generate and manage leads through networking, referrals, and business development activities.Present and promote investment solutions to potential clients, ensuring alignment with their financial goals.Maintain strong client relationships through regular follow-ups and exceptional customer service.Prepare and deliver sales presentations, proposals, and contracts.Achieve monthly and quarterly sales targets as set by management.Provide feedback and market insights to management for strategy improvement.Maintain accurate records of client interactions and sales activities in CRM.Represent the company professionally at meetings, events, and industry networking opportunities.