Responsibilities

• Lead Generation: Identify and reach out to prospective individual and corporate clients through cold calling, networking, and digital outreach.
• Client Advisory: Conduct financial needs assessments to recommend suitable products and services that align with client goals.
• Relationship Management: Maintain a robust pipeline of prospects and manage existing client portfolios to ensure retention and upselling opportunities.
• Campaign Execution: Develop and execute multi-channel marketing campaigns (email, social media, and webinars) to educate the market on financial literacy and product benefits.
• Market Research: Monitor industry trends, competitor movements, and regulatory changes to adjust marketing strategies accordingly.
• CRM Management: Ensure all client interactions and lead statuses are meticulously updated in the CRM system.

Requirements

• 2–5 years of experience in ...