Roles & Responsibilities

1. Develop and maintain long-term relationships with individual and corporate clients.
2. Identify new business opportunities through networking, referrals, and market research.
3. Promote the company's investment, banking, and financial service solutions.
4. Understand clients' financial objectives and recommend suitable products and services.
5. Meet and exceed monthly and quarterly sales and business development targets.
6. Conduct client meetings, presentations, and follow-ups to build trust and generate business.
7. Ensure full compliance with company policies and regulatory requirements.
8. Maintain accurate client records and prepare regular sales and relationship management reports.
9. Collaborate with internal teams to ensure smooth onboarding and exceptional client service.
10. Stay updated on market trends, financial products, and industry developments.