Customer Acquisition

Job Description :

1. Promote and sell financial products and services to clients in the assigned locations. 2. Build and maintain strong relationships with clients, RMs, and other stakeholders. 3. Conduct market research to identify potential clients and market opportunities. 4. Provide financial advice and guidance to clients based on their financial goals and risk tolerance. 5. Coordinate with RMs and other departments to ensure smooth and efficient service delivery. 6. Stay updated with the latest financial products, market trends, and regulatory requirements. 7. Achieve sales targets and KPIs set by the company