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Handling client queries & handling them.
Selling of financial services & create daily lead sources.
Assess clients overall financial pictures, understand their needs and develop a rigid financial plan.
Guide clients towards a profitable and secure financial decision.
Cultivate client base and build healthy relation
Oversee the course of the financial plan and update it, if necessary, to ensure profits & Take care of
the client renewals.
Develop ideas for direct sales call, maintain and develop existing and new customers through planned individual support.
Signal Expert
302, Shekhar Central, A.B. Road, New Palasia Main Square, Indore
davidthomas
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