Candidate will be responsible to handle clients Globally. Efficiently prospect new clients through effective communication and develop good customer relationship with high consumer satisfaction. Assessing clients overall financial picture, understand their needs and develop a financial plan on the basis of Research. Provide Guidance to the clients towards a profitable and secure financial decision.
Sell accreditation & Create daily lead sources.
Assess Clients overall Financial Pictures, understand their needs and develop a solid financial plan.
Guide clients towards a profitable and secure financial decision.
Cultivate client base and build healthy relationships.
Oversee the course of the financial plan and update it, if necessary, to ensure profits & Take care of the client renewals
Maintain and develop a computerized customer and prospect database.
Develop ideas for direct sales call, maintain and develop existing and new customers through planned individual support.
Excellent Communication & Interpersonal Skills.
Quick learner and ability to multitask.
Knowledge of International market preferred.
Write and Fluent speak in English persuasively & clearly.
Follow economics, international finance, foreign exchange and international news events.
Proven working experience as a financial adviser, planner or relevant experience preferred.