Assist in promoting and explaining investment product software to potential clients.
Support senior sales team members in identifying leads and conducting product demonstrations.
Follow up with prospects through calls, emails, and messages.
Work towards achieving basic monthly sales goals after training.
Communicate with clients to understand their basic requirements.
Maintain a professional and positive relationship with customers.
Coordinate with senior team members to ensure smooth onboarding of new clients.
Handle customer inquiries regarding product usage, account setup, or general support.
Provide clear and helpful answers through phone, chat, or email.
Escalate technical issues to the support team when needed.
Assist customers with basic payment or billing-related questions.
Coordinate with the accounts/finance team for payment status or issues.
Guide customers through the payment process if required.