Bachelor's degree in Finance, Business, or related field., Proven experience in sales or account management, preferably in the finance sector., Strong communication and interpersonal skills to build client relationships., Ability to analyze financial data and market trends..
Key responsibilities:
Manage and grow a portfolio of client accounts in the finance industry.
Develop and deliver presentations to clients on financial products and services.
Collaborate with internal teams to ensure client satisfaction and service delivery.
Prepare regular reports on account performance and market insights.
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