Posted Sep 11, 2023 58 views
- Generating Leads for new prospects & maintaining existing clients list
- Cold calling new leads for setting up of meetings
- Recognizing client's needs for investments in a meeting & providing advisory accordingly.
- Preparation of proposal either standards or customized after coordination with relevant department.
- Making tax rebate work for an individual client
- Following up on clients after meeting regarding the investment decision.
- Facilitation in account opening process preceding investment decision
- Providing constant feedback to existing clients on market trends
- Meeting with existing clients for further deepening in investment & relation call.
- Providing different workings for retum on investments & CGT working for clients on request.
- Making sure that clients receive account statements & fund manager reports regularly.
- Providing feedback to clients on other request for e.g. change in client details, debit card services
- Staying updated on capital market through different avenues like new, media & word of mouth.
Job Details
NBP Fund Management Ltd.
NBP Fund Management Limited (NBP Funds) is one of the leading Asset Management Company (AMC) of Pakistan, managing over 18,700 Crores of investors’ savings in various investment solutions. The main sponsors of the company are National Bank of Pakistan (NBP) and Baltoro Growth Fund. The company has been awarded the highest achievable investment management rating of AM1 (Very High Quality,) by PACRA. This rating is based on the company’s professional management team, the sound quality of systems and processes, sponsors’ strength and performance of funds under management. NBP Funds plays an important role in promoting investment opportunities in Pakistan by utilizing its financial engineering expertise. The company provides a comprehensive range of investment products and services tailored to meet its investors’ individual requirements. These investment solutions include: 27 Open-Ended Mutual Funds 2 Pension Funds Investment Advisory Portfolios / Separately Managed Accounts (SMAs) Whether you are an individual investor or a corporate entity, you can benefit from NBP Funds’ expertise, reliability, and stable investment approach to professionally manage your savings and help you meet your financial goals. VISION To promote savings and investments in Pakistan, by making NBP Funds a household name. MISSION To become country’s most investor-focused company, by assisting investors in achieving their financial goals.
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