Client Acqusition Executive

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