- 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.
