1. New Business Development: Identify and target potential clients, including individual investors and financial advisors, through various channels. Generate high-quality leads, conduct market research, and convert leads into paying customers. Utilize a consultative sales approach to understand client needs and effectively communicate the value proposition of MProfit's wealth-tech solutions.
2. Sales Pipeline Management: Build and manage a robust sales pipeline to achieve individual and team sales targets. Track and report on sales activities, opportunities, and progress using our CRM systems. Continuously update and prioritize leads to ensure a steady flow of qualified prospects. Implement effective sales strategies to accelerate the sales cycle.
3. Relationship Building: Establish and nurture strong, long-lasting relationships with clients and key stakeholders. Engage in regular client meetings, follow-ups, and negotiations. Proactively identify opportunities to up-sell and cross-sell MProfit's products and services. Provide exceptional customer service and resolve any issues or concerns raised by clients promptly and effectively.
4. Collaboration and Teamwork: Collaborate closely with the customer service team, marketing team and other internal stakeholders to align sales strategies, share best practices, and contribute to the overall growth of MProfit. Provide valuable feedback from clients to enhance product features and market positioning. Actively participate in team meetings and training sessions to stay updated on industry trends and sales techniques.
Shubham Vishwakarma
Full Stack Developer - Averlon
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Full Stack Developer - Averlon