Job Description
Responsible for acquiring preferred HNI & UHNI clients through Tele-Calling.
To research, investigate and update on available investment opportunities / financial market trends.
Focused on market penetration to create new business avenues.
Driving business acquisition through reference, networking, and channel partnership.
Articulate the benefits and value proposition of our services, demonstrating a strong knowledge of financial products, investment options, and market trends.
Achieve and exceed individual sales targets, meeting or surpassing key performance indicators (KPIs) set by the company.