outreach. Needs Assessment: Master the art of conducting in-depth needs assessments with prospective
need to effectively source prospective clients, assess their risk profile and provide long term financial
markets and customers through CRM system Qualify and assess target customers Create and maintain customer database
markets and customers through CRM system Qualify and assess target customers Create and maintain customer database
product lines
to invest the time required to complete these assessments. Should you be interested, please send your CV
existing clients. Providing valuable assessments for assessing the effectiveness of upselling strategies
existing clients. Providing valuable assessments for assessing the effectiveness of upselling strategies
Management: Ensure legal and regulatory compliance. Assess risks associated with new ventures. Skills and Market research : Identify potential clients and assess market trends. Sales strategy formulation : Develop
Management: Ensure legal and regulatory compliance. Assess risks associated with new ventures. Skills and Market research : Identify potential clients and assess market trends. Sales strategy formulation : Develop