Retail Sales Executive

Role & responsibilities

• Generate new business opportunities through cold calling, referrals, networking, and digital lead generation.
• Identify and qualify prospective clients interested in financial and investment products.
• Pitch financial services, broking accounts, investment solutions, and wealth management products to potential customers.
• Build and maintain strong relationships with clients to ensure long-term engagement and retention.
• Understand clients' financial goals and recommend suitable investment and trading solutions.
• Follow up on leads and convert prospects into active trading and investment clients.
• Achieve monthly, quarterly, and annual sales and revenue targets.
• Maintain accurate records of client interactions, sales activities, and pipeline updates in CRM systems.
• Stay updated on financial market trends, investment opportunities, and industry developments.
• Coordinate with internal teams to ensure smooth account opening and client onboarding processes.
• Provide excellent customer service and resolve client queries in a timely manner.