Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
Identify, engage, and acquire new customers through agency-provided leads, self-generated opportunities, referrals, and other approved prospecting activities.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Provide pro-active, high-touch investment advice & proposals to clients along with the RMs to translate client needs into actionable investment solutions
Coordinate, support facilitate and/or execute the group, bank and IWS’s strategy and work plan, including tracking of initiatives, resolution actions of expenses, recruitment, KPI, product performance, management reporting etc