� Key Responsibilities Interact with clients via Telephone and WhatsApp. Understand clients’ financial needs and objectives. Present and explain company services effectively. Convert potential clients into active customers. Provide timely updates regarding our research services. Upgrade existing clients from monthly plans to half-yearly plans. Engage with prospective clients to maximize sales opportunities. Build strong and long-term client relationships through consistent communication and support. Maintain accurate client records and regularly update data in CRM and Excel sheets.