Lead Conversion: Proactively convert inbound/outbound leads into long-term business partners through professional phone consultations and WhatsApp engagement.
Immediately hiring for B2B sales and Digital marketign experienced candidates for the client based in KL SentralEnglish Sales Nu tower 2 Rotational shift Min 1 year plus in B2b Sales Diploma and above Salary : Rm 4500-RM 5000Kindly DM ASAP via whatsapp +601127266261 to book the interview slots RegardsRupesh Verma
Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Provide strategic legal and advisory support to HNW/UHNW clients on wealth preservation, succession planning, asset protection, and estate planning structures.
Serving as the primary communication channel with the Japan headquarters, handling day-to-day coordination and reporting mainly in Japanese while carrying out on-the-ground operations in Malaysia
Develop and maintain strong, long-lasting relationships with key clients, understanding their business needs and objectives to foster loyalty and retention.
Lead Conversion: Proactively convert inbound/outbound leads into long-term business partners through professional phone consultations and WhatsApp engagement.
Lead Conversion: Proactively convert inbound/outbound leads into long-term business partners through professional phone consultations and WhatsApp engagement.