• Identify prospects, source new leads, qualify opportunities and grow market share
• Frequently meet with clients to discuss portfolio, new products and services
• Ensure strict discipline with documenting accurate call reports and to update client profiling after each
• Create proposals that speak to the client’s needs, concerns and objectives and use a variety of styles
to persuade or negotiate appropriately
• Maintain and update knowledge on all company’s products and services to provide clear and
accurate answer to client’s enquiries.