Sales & Pipeline Management
- Execute structured prospecting campaigns in coordination with marketing (outreach, discovery calls, follow-ups).
- Present and sell the Passive Income Plan, addressing client questions and objections.
- Track and manage pipeline activity and outcomes in the CRM.
- Build strong knowledge of securities lending to credibly advise prospects.
Performance & Continuous Improvement
- Monitor and report on key sales KPIs (call volume, reach rate, conversion, revenue).
- Participate in funnel reviews, coaching sessions, and sales training to improve performance.
Client Relationship Management
- Act as a trusted contact for clients and respond to queries.
- Onboard new clients (KYC/AML, enrollment, platform guidance).
- Follow up on client requests and ensure full resolution.
Operations & Compliance
- Maintain accurate CRM records.
- Process client requests in line with FINMA regulations and AML/KYC requirements.
- Coordinate with Compliance, Risk, and Back Office on complex cases.