About the Role
Job Description
Qualifications
Client Services:
- Assist in pipeline tracking and sales administration, updating and maintaining accurate records in our CRM system to monitor progress and identify potential opportunities
- Collaborate with the sales team to enhance sales enablement tools, such as presentations, proposal templates, and sales collateral, to support their efforts and improve effectiveness
- Keep proper record and constant update on proposal and engagement templates to reflect the latest changes in terms and conditions
- Work closely with other sales teams to ensure that the proposal and engagement templates correctly reflect the services offered and proper pricing is recorded.
- Draft engagement letters or addendums
Qualifications
Qualifications
- Degree Holder
- Prior experience in working in financial industry preferred.
- Excellent written communi...
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