- Excellent verbal and written communication skills.
- Manage investor enquiries, bookings, documentation, and relationship management.
- Handle high-net-worth (HNI) and premium customers with professionalism and exceptional customer service.
- Build and maintain solid relationships with prospective and existing clients.
- Coordinate with internal teams to ensure a seamless sales and booking process.
- Resolve customer queries and concerns in a timely and effective manner.
- Achieve assigned sales targets while maintaining high customer satisfaction.
- Prepare and maintain accurate sales reports and customer records.