Investor Experience Officer

Job Description

Title: Investor Experience Officer

Company Name: Shanta Securities Limited

Vacancy: 1

Age: At least 23 years

Job Location: Dhaka

Salary: Negotiable

Experience:

  • 1 to 3 years
  • The applicants should have experience in the following business area(s): Investment/Merchant Banking, Telecommunication, Share Brokerage/ Securities House
  • Freshers are also encouraged to apply.


Published: 2026-09-29

Application Deadline: 2026-10-10

Education:
    • Bachelor/Honors


Requirements:
  • 1 to 3 years
  • The applicants should have experience in the following business area(s): Investment/Merchant Banking, Telecommunication, Share Brokerage/ Securities House
  • Freshers are also encouraged to apply.


Skills Required: Brokerage House,Capital Market,Communication and interpersonal skill,Complaint Resolution,Financial/ Banking service,Lead Generation,Microsoft Office,Problem solving and decision making,Product Promotion,Telesales

Additional Requirements:
  • Age At least 23 years
  • Bachelor`s degree in business, Finance, Marketing, or a related field

  • Relevant experience, preferably in Telesales or customer service

  • Experience in Lead Generation and Sales

  • Excellent verbal communication skills

  • Proficiency in basic computer applications (e.g., MS Office)



Responsibilities & Context:
  • Conduct outbound calls to potential and existing investors.

  • Present and promote brokerage products to potential investors.

  • Assess customer needs and provide relevant product and service information.

  • Generate and convert leads, respond to customer inquiries and promote brokerage products and services.

  • Maintain accurate records of all customer interactions to support smooth business operations.

  • Follow up with leads and close sales opportunities.

  • Handle customer inquiries and professionally resolve issues.

  • Check BO Accounts opening forms to keep a record of client’s data.

  • Collaborate with team members to achieve sales goals.



Job Other Benifits:

Employment Status: Full Time

Job Work Place: Work at office

Company Information:

Gender: Both Male and Female can apply

Read Before Apply: Please apply only who are fulfilling all the requirements of this job

Category: Bank/ Non-Bank Fin. Institution

Similar Jobs