مئی ۲۷, ۲۰۲۱ شائع ہوئی 15 نے دیکھا
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure the complete accuracy of information.ResponsibilitiesMarket research
- Market analysis
- Identify new opportunitiesIdentifying and pursuing potential clients to maintain a strong client base
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Assess customers needs and provide assistance and information on product features
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Ensure high levels of customer satisfaction through excellent sales service
- Remain knowledgeable on products offered and discuss available options
- Follow and achieve sales goals on a monthly, quarterly and yearly basis
- Go the extra mile to drive sales
مخصوص کام
- Sales
- Sales Management
مہارتیں
نوکری کی تفصیلات
EFU LIFE ASSURANCE LTD (Karachi Cantt Branch)
آپ کو کس حوالے سے برتری حاصل ہے؟
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