• Respond promptly to customer queries and complaints to find solutions and defuse tension
• Pass on issues to account managers when needed
• Present new or additional products and services to existing customers
• Approach prospective clients through cold-calling, email etc. to meet sales targets
• Send reports on sales activity, accounts status and possible issues
• Provision of assistance to clients by replying queries, providing information and ensuring befitting follow-up.
• Manage cash with investment brokers and banks on a daily basis
-