Trainee Business Manager
Core
Provide financial advice and develop tailored financial plans to help customers achieve their lifetime goals.
Role type
Trainee Business Manager (Financial Advisor)
Builds
Financial plans and solutions for individual customers
Domain
Insurance and Financial Services
Deliverable
product features
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Sales Data Analysis, Regulatory Compliance
Preferred skills
Networking, Business Development, Strategic Selling
Technologies
CRM systems, Business Intelligence tools
Responsibilities
Process customer cases and resolve complex queries, Analyze customer problems to find best financial solutions, Schedule follow-ups and update CRM data after customer contacts, Develop relationship management plans for potential accounts, Monitor sales and market data for specific regions, Conduct research to identify key market themes and trends
Seniority
Entry-level / Trainee