Proactively generate new client business through research, calling and networking
Build and maintain a pipeline of qualified leads
Achieve and exceed monthly and quarterly sales targets
Build and strengthen client relationships with new and existing clients
Resolve any issues to maintain and strengthen client trust
Support the successful onboarding of new clients
Utilise internal systems to report on and analyse trends in sales data
Join a fast-growing FinTech team where ideas are welcomed and can impact company growth
Requirements
Proven success in proactively managing accounts and building successful long-term relationships with clients, preferably in Finance, FinTech, Platforms, Wealth Management or Financial Advice
Ability to multitask, excellent planning and organisational skills
Proven track record of hitting and exceeding targets
Analytical, with strong communication skills, and the ability to prioritise and make clear decisions
Excellent organisational skills and attention to detail