Role Summary:
Promote financial products, engage with clients and improving the relationship with customers and developing marketing methods and achieve sales targets in a dynamic and customer-focused environment.
Key Responsibilities:
- Understand and explain financial products to customers.
- Obtain sufficient information on customer needs.
- Opening customer accounts and marketing the company's multiple products to customers.
- Retaining customers and attracting new customers.
- Collection and analysis of customer data.
- Meet monthly and quarterly sales targets.
- Deliver sales reports and assist with tasks as assigned.
Qualifications:
- Strong communication, negotiation, and interpersonal skills.
- Knowledge of financial products and market trends.
- Proficiency in Microsoft Office Suite.
- Ability to work independently, meet deadlines, and perform under pressure.
