<p><b>What role you will play in team:</b> You'll be part of a dynamic team focused on expanding our client base through proactive outreach and relationship building.</p><p><b>What you will do:</b>  Identify and qualify leads, schedule meetings, and present our financial products and services to potential customers.</p><p><b>Key responsibility:</b><ul><li>Generate leads through various channels (cold calling, networking, online marketing).</li><li>Qualify leads based on predefined criteria.</li><li>Schedule and conduct meetings with prospective clients.</li><li>Present financial products and services effectively.</li><li>Answer client queries and address concerns.</li><li>Maintain accurate records of all client interactions.</li></ul></p><p><b>Required Qualification and Skills:</b><ul><li>Bachelor's degree in finance, business administration, or a related field.</li><li>Excellent communication and interpersonal skills.</li><li>Strong sales and persuasion skills.</li><li>Knowledge of financial products and services.</li><li>Proficiency in Microsoft Office Suite.</li><li>Ability to work independently and as part of a team.</li></ul></p><p><b>Benefits Included:</b><ul><li>Competitive salary and performance-based incentives.</li><li>Comprehensive training program.</li><li>Opportunity for career advancement.</li><li>Positive and supportive work environment.</li></ul></p><p><b>A Day in the Life:</b> You'll start your day by reviewing leads and making calls.  You'll then focus on setting up meetings and presenting our financial solutions to potential clients.  The afternoon is dedicated to follow up and administrative tasks.</p>