• Achieve hit sales targets by successfully managing the sales individual
  • Design and implement a strategic business plan that expands company’s customer base and ensure the strong presence
  • Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs
  • Extensive communication with potential investors
  • Ability to discuss investment performance, economic and market trends
  • Presentations to clients on financial and tax planning options and opportunities
  • Develop a knowledge of the client’s entire financial situation and be able to structure a goals based investment and financial plan
  • Recommend financial products, such as stocks, bonds, mutual funds
  • Open accounts for clients and disburse funds from accounts to creditors as agent for clients
  • Inform clients about tax benefits, government rebates, or other financial benefits.
  • Manage client portfolios, keeping client plans up-to-date
  • Reporting to: Business Head - Corporate Sales

工作详细内容

全部职位:
1 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
职位等级:
资深专业人员
经验:
3年 - 5年 (3 to 4 years of mutual fund experience)
在之前申请:
Jan 08, 2019
发布日期:
Dec 07, 2018

Alfalah GHP Investment Management Limited

· 51-100 员工 - 卡拉奇

Alfalah GHP Investement Management Limited

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