Sales and Marketing Executive
1 week ago
Key Responsibilities and Qualities
• Financial Planning
• Manage day-to-day activities.
• Assessing clients' financial needs, goals, and risk tolerance
• Prepare monthly reports on progress made.
• Relationship building and customer satisfaction.
• Developing new businesses/Prospects to meet company targets.
• Supervise and monitor the issuance of policy sold
• Assessing clients' financial portfolios and analysing risk
Qualifications, Skills & Experience:
• A certificate/diploma/degree from a recognized institution.
• Must be at least of the ages of 24-29 years.
• Ability to work under pressure and meet strict deadlines.
• Excellent communication skills, highly confidential and well organized.
• Must have integrity and a high sense of ethical responsibility.
• Should be result-oriented, and a good team player with self-drive and interpersonal skills.
• Excellent written and oral communication, good organization, speed to execute work, maturity, and sense of judgment
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