Offering Recommendations: assist in researching investment options, analysing data and providing
analytical reports based on financial data and research so financial planners can make informed decisions
client interactions.
Conducting thorough research: facilitating compliance checks, creating suitability
meticulous, analytical and process driven
Strong research skills and the ability to summarize information
relationships with existing customers. Conduct market research (analyse competitors, efficiency of sales strategies quarterly and annual sales forecasts Perform research and identify new potential customers and new market
relationships with existing customers. Conduct market research (analyse competitors, efficiency of sales strategies quarterly and annual sales forecasts Perform research and identify new potential customers and new market
required Research competitors, trends and products as and when required Proactively research and identify
strong relationships with buyers
maintain information
procedures for booking campaigns . Constantly researching and drafting accurate proposals Continuously clients. Regular pre-call and post-call planning and research. Ensure that contact reports are completed and
and developing FAQ
Assist with keyword research
Apply best practice to design of product
channels to increase website audience
Research, design, execute, analyse and report back on all
search engine optimisation (SEO) capabilities, research and tracking
Assist digital marketing team
directly with executive team and conducting market research to keep current. Produce high quality documentation key sales areas, problems and success rate. To research prospective client details, finding out as much proposal to a prospective client, having thoroughly researched cost factors, and ensure that the proposal is
directly with executive team and conducting market research to keep current. Produce high quality documentation key sales areas, problems and success rate. To research prospective client details, finding out as much proposal to a prospective client, having thoroughly researched cost factors, and ensure that the proposal is