U3U3 Infotech Pte Ltd
Wealth Planning Manager (Sales)
Singapore ₹3K-4K LPA Posted 17 Feb 2025
FULL TIME
Sales
Customer Service
Job Description
- In-depth knowledge of Customer Service and Sales.
- Evaluated potential clients' financial portfolios, pinpointing areas for improvement and opportunities for growth, significantly contributing to their financial stability.
- Participated in comprehensive training sessions each month to enhance your ability to inform clients about their financial requirements effectively.
- Developed and maintained long-lasting relationships with existing clients' customers, ensuring continued satisfaction and loyalty.
- Conducted daily outreach activities, such as cold calling, to consistently engage potential clients, maintaining productivity even on days with scheduled meetings.
- Achieved the goal of securing three appointments each day to fulfill established targets.