Nairobi, Nairobi, Kenya
Summary
As an Investment Advisor for JAM, I engage clients to understand their financial objectives, cross-sell products, and maintain robust client relationships.
Highlights
Engaged clients to deeply comprehend financial goals, successfully cross-selling JFS products and services to align with individual needs.
Managed and expanded a portfolio of client relationships, fostering trust and long-term partnerships through proactive engagement.
Developed and delivered tailored financial proposals, effectively converting potential leads into new and existing clients.
Provided comprehensive sales support, contributing to the generation and conversion of quality leads for the sales team.
Participated actively in product campaigns, enhancing customer understanding and adoption of new financial products.