Close sales by sharing proposals with prospects by determining financial investment needs

Responsible for achieving monthly/quarterly/yearly sales targets for all financial products/services offered and, reporting to Seniors

Reviewing existing financial documents. Understand the current financial scenario of the client, analyze their cash flow, Insurance coverage, tax status and retirement savings and then plan accordingly. Advising clients on current financial issues

Generating new business by devising strategies attracting new clients. Examining and suggesting financial options like stocks, bonds, and mutual funds to prospects. presenting and selling financial products and services, assist them in understanding and implementing a proposed solution

Opening accounts for clients and disbursing funds as per goals. Customizing as per the client’s changing needs