Sales & Business Development Actively identify, prospect, and acquire new clients through various channels (e.g., branch walk ins, referrals, digital leads). Understand client financial needs, risk appetite, and investment goals through detailed one on one consultations. Present and recommend suitable…
A. Reception & Front Desk Management Greet all visitors warmly and professionally, announce their arrival, and direct them to the appropriate person or department. Answer, screen, and route incoming phone calls in a courteous and efficient manner. Manage the visitor…
Sales & Business Development Actively identify, prospect, and acquire new clients through various channels (e.g., branch walk ins, referrals, digital leads). Understand client financial needs, risk appetite, and investment goals through detailed one on one consultations. Present and recommend suitable…
6. Key Responsibilities A. Financial Planning & Advisory Conduct comprehensive financial needs analysis for clients, covering goals like retirement, education, and wealth preservation. Develop and present tailored investment strategies and portfolio recommendations, primarily focused on mutual funds and other suitable…
Key Responsibilities A. Recruitment & Onboarding Support Assist in posting job openings on various job boards and company career pages. Screen resumes and schedule interviews for candidates. Coordinate interview. Prepare and send offer letters and other pre employment documentation. Manage…
Job description Core Responsibilities of a Key Account Manager/ Client relationship Manager A KAM's role is multifaceted, combining sales, account management, and strategic planning. 1. Relationship Management: Primary Liaison: Serve as the main point of contact for all key account…
Key Responsibilities of a Management Trainee The responsibilities evolve as the trainee progresses through the program. Phase 1: Foundational Learning & Immersion Shadowing: Work alongside experienced Sales Representatives and Marketing Specialists to learn the fundamentals of client interaction, product demonstrations,…