Develop and execute CRM strategies to acquire, retain, and grow customer relationships. Identify and pursue new business opportunities using CRM data and insights. Maintain accurate and up to date customer records in the CRM system (e.g., Salesforce, HubSpot, Zoho). Work…
Identify and evaluate investment opportunities that align with client objectives. Manage and optimize client investment portfolios. Develop and implement strategic sales plans to achieve sales targets. Build and maintain strong relationships with clients to understand their financial goals. Conduct market…
Develop and execute CRM strategies to acquire, retain, and grow customer relationships. Identify and pursue new business opportunities using CRM data and insights. Maintain accurate and up to date customer records in the CRM system (e.g., Salesforce, HubSpot, Zoho). Work…