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Posted Dec 07, 2018 4 views
- 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
Industry:
Functional Area:
Total Positions:
1 Post
Job Shift:
First Shift (Day)
Gender:
No Preference
Minimum Education:
Bachelors
Career Level:
Experienced Professional
Experience:
3 Years - 5 Years (3 to 4 years of mutual fund experience)
Apply Before:
Jan 08, 2019
Posting Date:
Dec 07, 2018
Alfalah GHP Investment Management Limited
Banking/Financial Services · 51-100 employees - Karachi
Alfalah GHP Investement Management Limited
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