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

Product Knowledge

Wealth Management

Strategic Consulting

Investment Strategies

Customer Experience

Financial Planning

Interpersonal Skills

Investments

Wealth Accumulation

Risk Management

Reliability

Compliance

Communication Skills

Cash Management

Customer Satisfaction

Financial Advisory

Microsoft Word

Regulatory Requirements

Customer Service

Financial Services