Lead Generation: Identify and reach out to prospective individual and corporate clients through cold calling, networking, and digital outreach.
Client Advisory: Conduct financial needs assessments to recommend suitable products and services that align with client goals.
Relationship Management: Maintain a robust pipeline of prospects and manage existing client portfolios to ensure retention and upselling opportunities.
Campaign Execution: Develop and execute multi-channel marketing campaigns (email, social media, and webinars) to educate the market on financial literacy and product benefits.
Market Research: Monitor industry trends, competitor movements, and regulatory changes to adjust marketing strategies accordingly.
CRM Management: Ensure all client interactions and lead statuses are meticulously updated in the CRM system.
Requirements
2–5 years of experience in a sales or business development role.
Proven track record of handling objections and navigating complex pricing discussions to close deals.
Ability to quickly learn and articulate complex value propositions to diverse audiences.
The ability to work independently and drive results without constant hand-holding.
