Key Responsibilities:
1. Lead Generation:
Contact potential clients through cold calling and warm calling methods.
Identify prospects interested in financial advisory and stock market services.
2. Sales Promotion:
Present and promote the company's financial advisory services to clients.
Explain stock market investment plans, portfolio management services, and trading products.
3. Client Engagement:
Build rapport with clients to understand their investment goals and needs.
Address inquiries regarding stock market investments and services offered.
4. Coordination:
Work closely with the sales team to meet organizational goals.
Provide feedback to the management about customer responses and market trends.