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Sales and Business Development

salary Salary :

$4,000 - 6,000 monthly

Job Description - Sales and Business Development

  • Manage and acquire client portfolio
  • Drive client acquisition and retention with exceptional service and tailored financial programs
  • Assess clients' financial situations to create customized portfolio solutions for goals like passive income, investments and lifestyle fundings
  • Provide business solutions to consumer and companies (start-ups, SMEs, MNCs) to meet financial goals in employee benefits and retention
  • Focus on building long-term client relationships and their best interests
  • Handle administrative tasks: prepare financial summaries, portfolio performance reports, and income projections
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