Responsibilities

• Execute over 250 daily dial attempts to prospective and existing clients, prioritizing high-value interactions and conversion opportunities.
  
• Maintain an average of three hours of talk time each day to ensure meaningful engagement with clients.
  
• Fulfill monthly and quarterly business objectives by leveraging proactive outreach and delivering high-quality advisory sessions.
  
• Uncover and pursue additional investment opportunities within the existing client base by leveraging a thorough understanding of their portfolios.
  
• Cultivate and sustain robust, long-term relationships with clients, including those with high net worth.
  

• Proven experience in investment coaching with extensive knowledge of mutual funds and portfolio advisory.
  
• Demonstrated ability to profile clients accurately and analyze fund factsheets and portfolio performance.
  
• Strong sales and business development skills with a track record of meeting aggressive targets.
  
• Excellent communication skills capable of advising confidently across various fund categories.
  
• Experience in managing high-value client relationships and driving significant investment growth.