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Job Description

  • 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

Job Details

Total Positions:
1 Post
Job Shift:
First Shift (Day)
Job Type:
Full Time/Permanent
Job Location:
Gender:
No Preference
Minimum Education:
Bachelor (16 Years)
Career Level:
Experienced Professional
Experience:
3 Years - 5 Years (3 to 4 years of mutual fund experience)
Apply Before:
Jan 07, 2019
Posting Date:
Dec 07, 2018
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Alfalah GHP Investment Management Limited

Banking/Financial Services · 51-100 employees - Karachi

ppAlfalah GHP Investement Management Limited/p/p

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