Client Acquisition Associate

Main Responsibility : Responsible for acquiring new clients and retention

Job Responsbilties:

Conduct prospecting and lead generation to identify potential clients and partnerships.

Perform proactive outbound calls, emails, and/or other means of communication to engage and onboard potential clients.

Deliver and present the company materials related to financial education and product offerings

Available for local and international travel to represent the company and its products

Build and maintain strong relationships with new and existing clients to ensure satisfaction and long-term retention

Assists clients, and prospects with inquiries and issues related to the company’s products and services.

Manage CRM system to maintain accurate and up-to-date records of client information and activities.

Able to perform other tasks that may be assigned from time to time

Bachelor's Degree in any course;

Fresh graduate or with work experience in client acquisition or sales; good to have a background in Financial Markets;

Excellent verbal skills;

Good Analytic skills;

High motivation and results-oriented mindset.