Identify, develop and cultivate your own client base.
Develop plans to expand client base and identify prospective clients for same.
Create a sales and marketing strategy for new client relationships.
Design marketing plans and maintain effective relationships with clients.
Attend meetings with Financial Advisors to assist them with presenting proposals.
Coordinate with financial consultants and recommend appropriate offer as per requirement.
Assist with the development of target marketing strategies and build high-impact presentations and other communications to present to clients.
Develop competent marketing plan and prepare presentation for clients and manage all communication for same.
Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
Perform research to analyze client requirement and develop various investment products and services for clients.