Responsibilities for Branch Manager

  • Provide advice and guidance for investment opportunities and related analysis by pitching proposed course of action in meetings with clients.
  • Develop relationships with clients and expands the Organization's client network.
  • Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
  • Evaluating the performance of investment portfolios and ensuring compliance with standards provided by Organization, including risk disclosures, anti-money laundering requirements, etc.
  • Communicates and implements new ideas and marketing strategies within the branch market area to improve sales, marketing, and staff development.
  • Ensures branch compliance with regulatory procedures.
  • Staying up to date with relevant investment and trading news, and economic trends.
  • Manage equity portfolios to maximize investment returns.
  • Work together with the research team to identify investment opportunities.
  • Interacting with customers regularly to ensure satisfaction and gain useful feedback and resolve customer problems as needed.

Qualification & Experience Requirement

  • Master's / Bachelors (Hons) degree in business, finance, or related field preferred.
  • 5 to 7 years of work experience in a Financial Institution or Asset Management Company, preferably with solid financial modeling and valuation expertise.
  • Proven experience in investment and financial assets management as an analyst or manager in a financial institution environment.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem-solving skills.
  • Exceptional client focus customer services.
  • Flexible to travel to meet clients as required.

工作详细内容

全部职位:
2 发布
工作时间:
早班
工作类型:
工作地址:
性别:
没有偏好
最低学历:
学士
学位头衔:
MBA, BBA
职位等级:
资深专业人员
经验:
5年 - 7年
在之前申请:
Aug 06, 2021
发布日期:
Jul 05, 2021

Abbasi & Company (Pvt) Ltd

· 11-50 员工 - 拉合尔, 白沙瓦

Abbasi and Company (Private) Limited is a Corporate Member of Lahore Stock Exchange (G) Limited and is a Universal Member of National Commodity Exchange Limited. The Company is principally engaged in the business of brokerage, underwriting buying and selling of stocks ,shares ,modaraba certificates etc.

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