Responsibilities:
Client Relationship Management:
- Establish, develop, and maintain relationships with new and existing clients to expand business.
- Understand client needs and provide appropriate financial solutions while ensuring high customer satisfaction.
- Monitor and manage the risk profile of clients.
- Provide regular updates to clients on financial market changes and portfolio impact.
- Conduct regular reviews of client accounts and adjust solutions to meet evolving needs.
Sales & Performance:
- Meet and exceed set sales targets and performance metrics.
- Maintain knowledge of the latest trends and developments in the financial market.
Collaboration & Compliance:
- Work closely with internal teams to ensure timely and effective delivery of financial solutions.
- Adhere to all company policies, procedures, and business ethics codes.
