Contact Prospective clients to present information and explain available services, Offer advice on the purchase of particular securities, Buy and sell securities such as bonds, Buy and sell commodities such as corn, Oil and gold

Prospecting, generating, qualifying, processing and following up on leads and appointment setting for external sales team. Collaboratively work with the sales, marketing team to develop lead generation strategies to generate lead opportunities with prospective customers

Ensuring the accuracy and validation of data. It involves reviewing data for deficiencies or errors, correcting any incompatibilities, and checking output. To ensure accuracy, spot dirty data and consult with team members to identify clean-up resolution.