1. Engage prospective clients through outbound outreach.
2. Promote investment, insurance, and financial solutions.
3. Understand client needs and schedule appointments with financial advisors.
4. Generate current business through lead generation, referrals, networking, and follow-ups.
5. Build and maintain long-term client relationships.
6. Maintain CRM records and achieve business development targets.
📌 Investment Advisor (Kolkata)
🏢 ATLC GROUP
📍 Kolkata
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