About the job

Key responsibilities:

1. Engage with potential clients through sales calls and explain investment products.

2. Assess client needs and recommend suitable stocks and wealth management solutions.

3. Build and maintain strong client relationships through regular follow-ups and market insights.

4. Stay updated on market trends, financial products, and competitor offerings.

5. Work closely with internal teams to ensure seamless onboarding and client servicing.

6. Address client queries promptly, ensuring high customer satisfaction.