Client Acquisition Associate

Main Responsibility: Responsible for acquiring new clients and retention

Job Responsbilties

• Conduct prospecting and lead generation to identify potential clients and partnerships.
• Perform proactive outbound calls, emails, and/or other means of communication to engage and onboard potential clients.
• Deliver and present the company materials related to financial education and product offerings
• Available for local and international travel to represent the company and its products
• Build and maintain strong relationships with new and existing clients to ensure satisfaction and long-term retention
• Assists clients, and prospects with inquiries and issues related to the company’s products and services.
• Manage CRM system to maintain accurate and up-to-date records of client information and activities.
• Able to perform other tasks that may be assigned from time to time
  
  

• Bachelors Degree in any course;
• Fresh graduate or with work experience in client acquisition or sales; good to have a background in Financial Markets;
• Excellent verbal skills;
• Good Analytic skills;
• High motivation and results-oriented mindset.