sourcing for a new prospect
turning prospect to client
maintaining account of clients
acting as an intermediary between the company and the client
activating dormant account of old client
generating corporate account for the organization.
Identify potential clients and implement financial plans for prospective individuals.
Interview clients to determine client financial capablilities in order to avoid inconsistency.
prepare and submit documents to implement plans selected by client.
Delivering excellent customer services.
Deal with all enquiries in a professional and courteous manner.
Always adhere to the company policies and procedures at all times.
Achieving targets within the shortest possible period.