Senior 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 favorably and in a structured professional way face-to-face.
• Managing project sales, and building pipelines.
• 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.