- Identify possible customers.
- Make personal statistics of what it has done in a specific period of time.
- Introduce of the company to new possible clients.
- Detect needs of the prospect of client.
- Based on needs make an investment plan for the future client.
- Follow up proposal which has been maden.
- Process of charging new plans of investment.
- Give to my clients the certificate with the details of investment of the instrument.
- Post-sales Services