Develop and nurture business opportunities, cultivating pipelines that translate into successful sales closures and attainment of monthly sales targets.
Identify and pursue prospective clients through a variety of lead generation activities, including direct mailing, cold-calling, and referral programs.
Engage with potential clients to gain insights into their decision-making process, key decision-makers, and specific requirements.
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Office Management
Calendar Management
Travel Arrangements
Record Keeping
Communication Skills
Time Management
Problem Solving
Attention to Detail
Microsoft Office
Customer Service
Teamwork
Organization Skills
strong communication
persuasive speaking
confidence on calls
active listening
customer handling
objection handling
sales techniques
time management
basic computer skills
Sales & Product Promotion: Actively pitch, promote, and explain various loan and financing products to potential clients and warm leads.
Consultative Selling: Assess customer financial needs and match them with appropriate loan solutions, guiding them seamlessly through the application and documentation process.
Lead Management & Relationship Building: Actively follow up on sales leads, nurture existing client relationships, and build a strong referral network.
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Sales & Product Promotion: Actively pitch, promote, and explain various loan and financing products to potential clients and warm leads.
Consultative Selling: Assess customer financial needs and match them with appropriate loan solutions, guiding them seamlessly through the application and documentation process.
Lead Management & Relationship Building: Actively follow up on sales leads, nurture existing client relationships, and build a strong referral network.
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Account Management Support: Assist in managing client accounts, maintaining accurate records, and helping with billing and invoicing tasks.
Administrative Coordination: Provide essential support by scheduling meetings, preparing reports, and maintaining databases to ensure seamless operations.
Communication: Serve as a liaison between clients and internal teams, ensuring smooth communication and prompt responses to inquiries.
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