01Overview
Role & responsibilities
Identify and source potential retail, HNI, and UHNI clients interested in opening wealth management, stock trading, or insurance accounts.
Connect with prospective clients via digital marketing, personal networking, or social media to introduce our corporate investment platform.
Categorize potential leads based on their financial profile into predefined target segments (Retail, HNI, or UHNI).
Securely upload qualified leads into the Company's backend tracking system for immediate assignment to our advisory team.
Act as a bridge between the client and our certified specialists until the account activation phase.
Preferred candidate profile
Excellent communication, networking, and relationship-building skills.
Ability to work independently from home with a smartphone/laptop and reliable internet connectivity.
Past experience in sales, banking, insurance, network marketing, or digital lead generation is a major plus but not mandatory. .
