Advancing Financial Adviser-2

Conduct standard customer service activities, handle simple inquiries, and receive visitors while ensuring adherence to external regulatory codes and internal conduct protocols. Interview customers using a multilevel sales script to clarify requirements, make calls to potential customers for relationship development, and provide a first point of contact for resolving queries and complaints. Maintain accurate customer details in the system, document follow-up actions, and input data into spreadsheets. Identify sales opportunities through referrals and recommendations, then balance stakeholder interests and build networks both inside and outside the company.