Requirements:Surat Stock
1. Excellent communication and negotiation skills, able to build trust relationships with different people.
2Varanasi Stock. Familiar with foreign markets, with social circles in countries such as Europe, America, Japan, Singapore, Australia, and New Zealand, covering various fields, not limited to online gaming, social networking, study abroad, tourism, e-commerce, and various industries, whether in real or virtual networks;
3Varanasi Investment. Some understanding of the overseas market and ability to handle simple business transactions.
4. Ability to think critically and solve problems, work under pressure.
5. Possess some self-motivation, actively pushing their performance.
6. Experience preferred but not required, capable of participating in team collaboration, working together to achieve goals.
7. Our working model is 007, which is a work system that operates on time, meaning that work can be done for seven days a week, 24 hours a daySurat Investment. This mode does not require employees to arrive at the office at a fixed time, nor does it require employees to complete work within a certain period of time, only requiring employees to complete their work tasks on time.
Duties:
1. Utilize wealth planning principles, identify and capture business opportunities, and research wealth management strategies based on customer needs.
2. Provide professional and customized wealth member planning services for clients, including insurance, savings, investment, education for future generations, retirement plans, etc. Offer asset allocation and inheritance solutions for high, medium, and low-end clients.
3. Match client needs with the company’s membership products and provide professional advice on solutions, assisting clients in completing application procedures.
4. Maintain good communication with clients, conduct maintenance and service tracking, continuously improve customer satisfaction, and ensure retention rate.
5. Achieve various performance targets such as client outreach, wealth planning, and new business indicators.
6. Actively develop interpersonal networks and provide business referrals for the team while maintaining a positive team culture.
Bangalore Stock Exchange
