About the Job
Key responsibilities:1. Prospect Outreach: Initiate structured outbound calls to potential clients to introduce BlissMoney’s wealth management solutions.
2. Lead Qualification: Engage prospects to understand their financial interests and investment readiness, ensuring alignment with our client profile.
3. Appointment Setting: Schedule and confirm high-intent meetings with wealth advisors and ensure a seamless handover process.
4. Follow-up Execution: Conduct timely follow-ups and callbacks, maintaining a high standard of courtesy and data accuracy.
5. CRM Management: Ensure clean, detailed, and accurate updates across all client interactions.
6. Client Experience Support: Assist in pre- and post-meeting communication, client feedback loops, and onboarding coordination.
Number of Openings
1 openingsSkills
Client Interaction, Client Relationship, Effective Communication, Portfolio Management, Customer Acquisition
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