- Collaborate with DDA to achieve sales goals and develop business.
- Build strong relationships with advisors and create new business opportunities.
- Provide exceptional service and enhance company visibility in Quebec.
- – Build and maintain strong client relationships to drive satisfaction and retention.
- – Identify opportunities for account growth and develop strategic account plans.
- – Coordinate with internal teams to ensure timely delivery of products and services.
- – Initiate contact with potential customers to source new sales opportunities.
- – Conduct discovery calls to understand customer needs and requirements effectively.
- – Maintain and grow prospect database while routing opportunities to Account Executives.