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1 week ago

Job Summary

We are looking for an experienced Investment Advisor to join our team and serve as a valuable intermediary between our company and clients.

  • Minimum Qualification : Degree
  • Experience Level : Mid level
  • Experience Length : 3 years

Job Description/Requirements

Responsibilities:

  • Maintaining a deep knowledge of company products and services.
  • Building and maintaining strong relationships with prospective and existing clients.
  • Researching and pursuing new business opportunities.
  • Identifying clients' needs and requirements and proposing suitable solutions.
  • Upselling and cross-selling products/services to clients.


Requirements:

  • B.Sc.Business Administration, marketing, communication, or a similar field.
  • 3 years of experience as a relationship manager, in customer service, or a similar role.
  • Excellent written and verbal communication skills.
  • Highly organized and detail-oriented.
  • Good conflict resolution and problem-solving skills.
  • Strong presentation skills.
  • Leadership and team management skills.
  • Proficient use of Microsoft Office.

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