- Planning to find customers, exploiting new customers based on personal and existing relationships of the company
- Taking care of customers, analyzing investment trends, capturing customer psychology, advising on suitable products, etc.
- Consulting products, closing sales, completing monthly KPI according to the plan required by the company.
- Proposing ideas, participating in the improvement of processes, products/services, planning related policies/strategies.
- Approach, support and advise potential customers on investment opportunities, analyze and evaluate benefits, financial market trends, etc.
- Collect, analyze, evaluate market information and make recommendations
- Control risks in sales activities, always have a timely plan, the ability to handle situations
- Developing the team, according to each promotion level roadmap when successfully completing the KPI set by the company.