- Providing Financial Planning Tool to existing customers
- Responsible for generating sales with existing customers.
- Developing opportunities with existing customers & references
- Reaching the targets and goals set for your profile.
- Establishing, maintaining and expanding your customer base.
- Increasing business opportunities through various routes to market
- Follow up on the database provided by Company.
- Keeping up to date with products and competitors
- Meeting With Clients on field
- Excellent communication skills
- Excellent presentation skills.
- The ability to handle pressure and meet deadlines
- Quick Learning Ability