Prospecting: Identify and reach out to potential clients or investors through various channels, such as cold calling, networking, and referrals.

Client Relationship Management: Build and maintain strong relationships with clients, understand their financial goals, and provide personalized investment solutions.

Product Knowledge: Stay updated on the latest investment products, financial markets, and industry trends to effectively educate clients and make suitable recommendations.

Sales Presentations: Prepare and deliver presentations to potential clients, outlining investment opportunities, risks, and potential returns.

Financial Analysis: Conduct thorough financial analyses to assess clients' investment needs and develop tailored investment strategies.

Compliance: Ensure compliance with industry regulations and company policies when providing investment advice and selling financial products.

Sales Targets: Meet or exceed sales targets and revenue goals set by the organization.

Documentation: Maintain accurate records of client interactions, investment transactions, and other relevant information.

Qualifications: