Investment Advisor

Description:

• Familiarizing yourself with all products offered by our company.

• Procuring new clients through direct contact, word-of-mouth, and collaboration with the marketing department.

• Attending networking activities to research and connect with prospective clients.

• Maintaining meaningful relationships with existing clients to ensure that they are retained.

• Suggesting upgrades or added products and services that may be of interest to clients.

• Crafting business proposals and contracts to draw in more revenue from clients.

• Negotiating with clients to secure the most attractive prices.

• Equipping staff with the technical and social skills needed to enhance sales.

• Reviewing clients' feedback and implementing necessary changes.

• Remaining in tune with trends in consumption to ensure that our offerings remain relevant.