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Verified Job Accounting - Finance

private banking

Ardmore College, Auckland
Accounting - Finance
#507731
Remote / WFH

Job Description

Conduct daily sales calls with prospective new clients and identify their needs.

 Provide and develop solutions and suggest schemes to clients’ basis their

requirements and goal

 Conduct timely and regular follow-ups with the leads and tag them on broadcasts and

new articles

 Increase client database by meeting new clients and taking references

from the existing ones and hence build AUM a
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