· Meet potential prospects through road shows, functions.
· Providing an financial analysis of business decisions
· Supporting and helping to reach long and short term financial goals of clients
· Implementing procedures to improve on various financial and business processes for the company
· Offering product, risk portfolios as well as services.
· Developing financial strategies.
· Have strong communication and business application skills
· Good customer service skills
· Being analytical and a problem solver
· Being able to manage people, networks and relationships
· Ability to stay focused in sales and achieving targets
· Being able to understand complex computations and conduct presentations
· Having organizational and administrative skills