Key Responsibilities :
Meet client to understand their needs
Review clients financial & give recommendations
Updates client with latest updates
To provide professional advice to client & understand their financial needs
To do prospecting, which is the process of finding new clients
Leading presentations and speaking engagements at conferences
Preparation of client presentation and reports for senior audiences
Candidate Requirements :
Candidate must possess at least Higher Secondary, Diploma, Advanced / Higher / Graduate Diploma, Bachelorâ€™s Degree, Post Graduate Diploma, Professional Degree in any field.
Able to start immediately.
At least 3 Year(s) of working experience in corporate sales and servicing from financial services industry.
Excellent interpersonal, communication and networking skills, with a demonstrable track record in Sales / Marketing / Business Development.
Self-motivated, team-oriented, dynamic and hands-on, with high verbal and numerical literacy.
Be able to work under pressure to meet tight deadlines.
Prefer good written and spoken in English with proficient in MS Word, Excel, Power Point & Outlook.