- Key ResponsibilitiesAcquire current retail clients through digital leads, referrals, networking, and self-generated business.
- Understand customer financial goals, investment objectives, and risk appetite.
- Promote and sell Equentis Equity Subscription Plans and other wealth advisory solutions.
- Qualify leads through outbound calling and follow-up on inbound inquiries via phone, email, and digital platforms.
- Build and maintain long-term relationships with clients by providing exceptional financial advisory services.
- Maintain accurate client information, interactions, and sales activities in the CRM system.
- Collaborate with marketing and pre-sales teams to maximize lead generation and conversion.
- Schedule client meetings, virtual consultations, and product demonstrations whenever required.
- Achieve and exceed monthly, quarterly, and annual revenue targets.
- Ensure high customer satisfaction through timely service and regular portfolio discussions.
- Stay updated on financial markets, investment products, and industry trends.
- Adhere to all company policies and regulatory compliance standards.