Full-time on site role focused on new business development and client acquisition.
Responsible for identifying, pursuing, and closing new business opportunities.
Daily tele-calling activity (minimum 100 calls) to warm leads and set meetings.
Build and nurture strong, long-term client relationships through effective communication.
Collaborate closely with internal sales teams to drive revenue growth.
Utilize CRM tools to manage leads, client data, and sales pipelines.
Maintain a deep understanding of financial products, stock markets, and investment categories.
Meet or exceed set sales targets consistently through strategic prospecting and client engagement.
Identify potential business opportunities through research, warm calling, and networking.
Generate leads and set up meetings through daily tele-calling (100+ calls/day).
Build strong client relationships by understanding client needs and proposing customized financial solutions.
Collaborate with internal sales teams to convert leads into revenue.
Communicate effectively with clients and stakeholders through calls, emails, and virtual meetings.
Negotiate contracts and close sales to meet or exceed targets.
Maintain detailed records of interactions and opportunities using CRM tools.