Sales Associate - Direct Channel v1.0

• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Identify new business opportunities and generate leads through cold calling, networking, and other sales techniques.
• Conduct product demonstrations and presentations to showcase our financial products and services.
• Collaborate with internal teams to resolve customer queries and issues promptly.
• Meet or exceed monthly sales targets by selling financial products and services.
• Stay updated on market trends and competitor activity to identify new business opportunities.

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