Role Snapshot
We are seeking a dynamic and results-driven Relationship Executive to join our sales team. In this role,
you will be responsible for proactively reaching out to potential clients via telephone, introducing
our financial advisory services, and persuasively conveying the value and benefits of partnering with
our company. Your primary objective will be to generate leads, nurture client relationships, and
ultimately drive sales growth.
Job Description
• Responsible for acquiring preferred HNI & UHNI clients through Tele-Calling.
• To research, investigate and update on available investment opportunities / financial market
trends.
• Focused on market penetration to create new business avenues.
• Driving business acquisition through reference, networking, and channel partnership.
• Articulate the benefits and value proposition of our services, demonstrating a strong
knowledge of financial products, investment options, and market trends.
• Achieve and exceed individual sales targets, meeting, or surpassing key performance
indicators (KPIs) set by the company.