Wealth Management Role

- Generating new business by identifying and reaching out to potential clients through calls and networking.

- Scheduling and conducting regular meetings with clients to understand their financial needs and present suitable investment options.

- Achieving and exceeding monthly sales targets for various financial products.

- Cross-selling other financial products and services to deepen client relationships and expand your portfolio.

- Maintaining strong, long-term relationships with existing clients by providing exceptional service and regular portfolio reviews.

- Staying updated on market trends, product knowledge, and regulatory changes to provide accurate and informed advice.