Investment Advisor

Job Description

Sale product by establishing contacts and developing relationships with prospects
· Actively seek out new sales opportunities through cold calling, networking
· Maintain relationships with clients by providing support, information and guidance, researching and recommending new opportunities
· Conduct market research to identify new selling possibilities and evaluate customer needs
· Set up meetings with potential clients
· Prepare and deliver appropriate presentations on products and services
· Resolve customer problems as needed, in coordination with management if required
· Achieve monthly or weekly targets
· Negotiate and close deals
· Must comply with company’s dress code policy i.e. Formal Business Attire to be worn from Monday to Friday, Casual Business Attire to be worn on Saturday of each week
· Strictly abide by the rules and policies of the organization

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