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Client Acqusition Executive

JOB_REQUIREMENTS

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Salary

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Key Responsibilities:

Lead Generation & Sales:

  • Identify and generate leads via networking, referrals, and digital channels.
  • Develop and execute strategies to acquire potential clients.
  • Connect with potential clients & understand their needs, and refer to the advisor.
  • Be involved In networking groups to gather leads.
  • Dealing with general insurance and medical insurance
  • Develop and execute targeted outreach strategies to attract new clients, leveraging market research and data analysis.
  • Build and maintain strong relationships with potential clients through personalized communication and follow-ups.

Client Relationship Management:

  • Build and maintain strong relationships with clients to drive retention and referrals.
  • Ensure adherence to regulatory requirements and company policies.
  • Maintain accurate records of client interactions and sales performance.
  • Booking meetings for advisor & do the paperwork

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