Working with a "warm" customer base Maintaining the client base in CRM Personal communication and consulting of clients at the office and by phone Advising clients on financial products of the company Involvement of clients into independent trade and investments in company products Implementation of the plan and increase in sales figures Studying of inquiries of clients with the purpose of optimization of sales Maintaining regular internal reporting on own sales and meetings Set of groups and conducting of training seminars and special training courses Set of groups and holding one-time events for clients Development, compilation and implementation of curricula and presentations Preparation of analytical recommendations on financial markets (independently and on the basis of materials from the head office) Periodic passage of internal attestations Increase their professional experience and skills, participate in corporate training programs and events
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