Client Acquisition Associate

Main Responsibility : Responsible for acquiring new clients and retention
Job Responsbilties

• Conduct prospecting and lead generation to identify potential clients and partnerships.
• Perform proactive outbound calls, emails, and/or other means of communication to engage and onboard potential clients.
• Deliver and present the company materials related to financial education and product offerings
• Available for local and international travel to represent the company and its products
• Build and maintain strong relationships with new and existing clients to ensure satisfaction and long-term retention
• Assists clients, and prospects with inquiries and issues related to the company’s products and services.
• Manage CRM system to maintain accurate and up-to-date records of client information and activities.
• Able to perform other tasks that may be assigned from time to time