Sales Support Officer - Investment

• 
  
• Client Relationship Management: Build and maintain strong relationships with clients to ensure their financial objectives are met providing ongoing support and assistance.
  
• Customer Assistance: Handle client inquiries and resolve issues promptly via phone email and chat ensuring a high level of customer satisfaction.
  
• Support Services: Provide clients with detailed information about financial products policies and procedures offering guidance tailored to their needs.
  
• Feedback Management: Gather and analyze client feedback to improve service delivery and address any areas of concern.
  
• Problem Resolution: Identify troubleshoot and resolve client issues efficiently escalating to relevant departments when necessary.
  
• Proactive Engagement: Conduct followup communications with clients to ensure their needs are met and to offer additional support.
  

1. New Client Acquisition: Identify and approach potential clients to expand the customer base utilizing various outreach methods.
   
2. CrossSelling: Promote and sell a range of financial products to existing and new clients providing tailored solutions to meet their financial needs.
   
3. Financial Analysis: Conduct financial assessments and analysis to understand clients financial goals and recommend suitable products.
   
4. Achievement of Targets: Meet or exceed monthly and quarterly sales targets contributing to the overall growth of the company.
   
5. Compliance: Ensure compliance with all relevant financial regulations and company policies maintaining a high standard of ethical conduct.
   

• Travel Requirement: 0% travel (No Field Work)
  
• Work Environment: This position is based in our office providing a dynamic and collaborative work environment.
  

Requirements

Benefits

• Health insurance
  
• Life insurance
  
• Provident Fund
  

• Bonus pay
  
• Commission pay
  
• Joining bonus
  
• Performance bonus