-Informing clients on our updates, and inviting them to our events.
-Participates in events organization and sending greeting emails after each event.
-Arranging leads after research and distributing it to the sales representatives accordingly.
-Cold calling to invite IB and candidates for meetings.
-Searching for a new database with the marketing department.
-Sending email advertisements.
-Assisting clients with any queries
-Presenting new investment ideas in order to build long term relationships with existing clients. And to make sure all existing clients are having their plans for investment.