Investment Advisor

Description:

1. Cold call on the data that is provided.
2. Maintenance of lead sheet that contains all the data.
3. Time-to-time follow-ups with the clients.
4. Schedule meetings with clients.
5. Assist Manager in maturing Sales Leads.
6. Maintain and submit a daily work report.
7. Understand the needs of your business customers.
8. Present the project favorably and in a structured professional way face-to-face.
9. Managing project sales, and building pipelines.
10. Acquire and demonstrate project knowledge as per requirement.
11. Record sales and order information, send copies to the sales office, or enter figures into a computer system.
12. Represent the company at trade exhibitions, events, and demonstrations.
13. Review your own sales performance, aiming to meet or exceed targets.