Customer Service - Sales

Role Summary: Promote financial products, engage with clients and improving the relationship with customers and developing marketing methods and achieve sales targets in a dynamic and customer-focused environment.

Key Responsibilities:

• Understand and explain financial products to customers.
• Obtain sufficient information on customer needs.
• Opening customer accounts and marketing the company's multiple products to customers.
• Retaining customers and attracting new customers.
• Collection and analysis of customer data.
• Meet monthly and quarterly sales targets.
• Deliver sales reports and assist with tasks as assigned.

Qualifications:

• Strong communication, negotiation, and interpersonal skills.
• Knowledge of financial products and market trends.
• Proficiency in Microsoft Office Suite.
• Ability to work independently, meet deadlines, and perform under pressure.

• Excellent verbal and written communication skills.
• Ability to analyze market trends and customer needs.
• Exceptional negotiation and persuasion skills.
• Time management and organizational skills.