Career

Admin Sales

Responsibilities:

Support the sales team by managing schedules, processing orders, and handling customer inquiries.
Maintain sales records, prepare reports, and update the CRM system.
Coordinate with other departments to ensure smooth workflow and timely delivery of services.
Assist in the preparation of sales presentations and proposals.

Responsibilities:

Develop and maintain relationships with clients, understanding their financial needs and offering tailored solutions.
Identify new business opportunities and work to expand the client base.
Collaborate with internal teams to ensure client satisfaction and successful implementation of services.
Monitor market trends and competitor activities to adjust sales strategies accordingly.

Responsibilities:

Conduct outbound calls to potential clients, introducing them to the services offered by JV Wealth Advisory.
Qualify leads and schedule appointments for the sales team.
Provide information to clients, answer questions, and handle objections.
Maintain detailed records of interactions in the CRM system.

Responsibilities:

Serve as the primary point of contact for clients, addressing their inquiries, and resolving issues.
Provide support during and after the sales process, ensuring client satisfaction.
Manage client accounts, including updating information and processing requests.
Work closely with other departments to ensure a seamless client experience.

Responsibilities:

Participate in meetings with clients, learning how to communicate effectively and understand client needs.
Work closely with mentors and senior team members to gain hands-on experience and industry insights.
Engage in team projects that contribute to the overall goals of the firm.
Contribute to specific projects, such as market research, business development, or process improvement initiatives.
Present findings and recommendations to the team, gaining experience in professional communication and presentation skills.

No. 21-02, Jalan Ros Merah 2/8, Taman Johor Jaya, 81100, Johor Bahru, Johor, Malaysia.

+6011 - 1677 2315 | +6016 - 277 4927

Jvwealthadvisory@gmail.com