Sales Associate

Roles & Responsibilities

Responsibilities :

• Assist clients & customers warmly and assist them in finding products or services that meet individual financial requirements & needs.
• Actively engage with customers to identify opportunities for financial products or services that align with their goals.
• Educate customers on the features, benefits, and terms of financial products, ensuring they make informed decisions.
• Monitor and review clients' investment portfolios regularly, making adjustments as needed to align with changing financial goals and market conditions.
• Proactively reach out to clients to provide updates on their portfolios, market insights, and opportunities for optimization.
• Build and maintain strong relationships with clients through regular communication, trust, and reliability.
• Collaborate with team members to promote products and services and create a positive customer experience.
• Stay informed about industry trends, regulatory requirements, and changes in financial products and services.
• Uphold compliance standards and adhere to all applicable regulations governing financial sales and customer interactions.

Requirements :

Tell employers what skills you have

Wealth Management

Strategic Consulting

Investment Strategies

Financial Planning

Interpersonal Skills

Investments

Wealth Accumulation

Risk Management

Communication Skills

Cash Management

Financial Services