Understand clients’ financial goals, needs, and risk preferences.
Provide information and guidance on suitable financial products.
Develop and maintain robust relationships with clients.
Generate leads through referrals, networking, and other sources.
Conduct client meetings and explain product features and perks.
It's a entrepreneurship model incentive was pay for performance .
Assist clients with investment and financial planning requirements.
Follow up with existing and prospective clients.
Maintain accurate client records and documentation.
Achieve assigned sales and business targets.
Ensure proper compliance with company policies and regulatory requirements.