Generate and qualify prospective corporate leads through online and offline channels. Conduct research, cold calls, email outreach, and follow-ups to create sales meetings. Manage leads throughout the pipeline, maintain accurate CRM records, nurture potential clients, and provide lead insights supporting business development initiatives.

Acquire new clients through prospecting, financial needs assessments, and presentations of financial planning and investment solutions. Build client relationships, provide personalized wealth management advice, monitor portfolios, evaluate financial data, and update plans. Stay current on market and regulatory developments, while representing Finnovate at client meetings, conferences, and industry forums to promote financial literacy and brand visibility.