Deliver prepared sales talks, and conversing with clients from scripts that describe products or services, in order to persuade potential customers to activate there accounts or to make an investment.
Explain products or services and prices, and answer questions from customers.
Obtain customer information such as name, address, and payment method, and enter orders into computers.
Promote the Company's products and services
Develop and maintain relationships with prospective and existing clients and partners
Conduct business development
Plan and undertake presentations and CRM communications
Answer telephone calls from potential customers who have been solicited through advertisements.
Telephone or write letters to respond to correspondence from customers or to follow up initial sales contacts.
Maintain records of contacts & investment accounts.