Responsibilities
- Initiate and maintain communication with Financial Consultants and their clients through consistent outreach and follow-up.
- Support the Business Development Team with sales-related activities such as scheduling meetings, identifying prospects, marketing initiatives, organizing events, and performance analysis.
- Manage client relationship platforms and digital tools for accurate data recording, tracking sales pipelines, managing tasks, and maintaining client interactions.
- Collaborate with Financial Consultants, Business Development personnel, and Advisor Groups across different departments to ensure alignment and efficiency.