Investment Executive at Smash Group

Duties

• Plan and perform group and individual training sessions with investment  employees.
• Develop and handle client meetings to review current accounts and close sales..
• Work on client’s investment needs and problems and delegate tasks daily.
• Maintain relationships and develop referrals from current client base post-appointment.
• Manage self and team sales planning to foster sales and attain financial results.
• Manage financial products knowledge through coursework, periodicals and self-study.
• Draft internal reports for tracking sales.
• Foster team communication to ensure investment related accountabilities completion daily.
• Handle external and internal seminars.
• Introduce and prioritize client needs on estate planning, deposits.
• Abilility to Meet targets