Customer Service Agent

Position Overview


We are actively seeking a dynamic and results-oriented Business Development Manager to spearhead our Sales and Marketing initiatives within the Leading Financial Services Sector.
The successful candidate will be tasked with identifying new business prospects, cultivating and sustaining robust client relationships, and formulating strategic sales plans to drive revenue expansion.
This role demands exceptional negotiation and communication abilities, a comprehensive understanding of market trends, and the capacity to convert client needs into tailored service solutions.
The chosen individual will play a pivotal role in broadening our market presence and ensuring long-term business viability.


Core Duties


Generate deposits through the promotion of financial products and services.
Acquire and onboard accounts from High-Net-Worth Individuals (HNIs) and corporate clients.
Oversee client investment portfolios, track performance, and deliver timely updates.
Pinpoint and target potential companies and individuals for B2B and B2C sales opportunities.
Create and implement strategic market engagement strategies.
Conduct meetings and product presentations to enhance client conversion rates.
Engage in upselling and cross-selling financial services to existing retail clients.
Actively manage client relationships to ensure optimal service delivery.
Obtain referrals and leads through effective relationship management.
Deliver weekly/monthly reports on sales activities, lead conversions, and client feedback.
Ensure swift resolution of client complaints in collaboration with relevant internal teams.
Contribute to corporate events and initiatives to enhance brand awareness and client engagement.


Qualifications & Prerequisites


Bachelor's degree or equivalent in Business, Finance, Economics, or a related discipline.
Minimum of 5-7 years of progressive experience in business development or financial services.
Demonstrated proficiency in client acquisition and portfolio management.
Personal Attributes: Adaptable, professional, innovative, and goal-driven.


Abilities & Competencies:


Robust analytical and financial acumen.
Superior negotiation and communication skills.
Capability to interpret complex financial data.
Strong relationship management and presentation abilities.
Meticulous attention to detail and adept problem-solving skills.
Goal-oriented and performance-focused mindset.