Investment Advisor

Description:

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