Job Description
Title: Relationship Executive, Wealth Management
Company Name: Shanta Asset Management Limited
Vacancy: Not specific
Job Location: Chattogram (Agrabad), Dhaka (Gulshan, Motijheel)
Employment Status: Full-time
Educational Requirements:
∎ Bachelor's or Master's in any discipline
Experience Requirements:
∎ At least 1 year(s)
Job Responsibilities:
∎ Achieve and exceed monthly sales target
∎ Build and maintain strong relationships with clients
∎ Ensure excellent customer service
∎ Actively reach potential investors and visit them
∎ Explain the benefits of our products to potential customers & persuade them to invest
∎ Attend in-bound & outbound sales calls and walk in- clients
∎ Ensure proper client documentation in the software on a daily basis
∎ Maintain an immaculate reporting system of due diligence
∎ Perform any other tasks assigned by management
Additional Requirements:
∎ Minimum 1 year of relevant experience, preferably in a financial institution
∎ Experience in selling financial products such as mutual funds, deposit or fund collection, credit cards, insurance policies, etc. will be preferred
∎ Excellent interpersonal and communication skills
∎ Ability to work independently and build resilience under pressure
∎ A good team player
∎ Show readiness for thriving in a fast-paced and ever-evolving environment
Salary:
∎ As per company policy
Incentives based on additional sales performance
Compensation & Other Benefits:
∎ Cell phone allowance
∎ Festival bonuses
∎ Provident fund and
∎ gratuity fund
∎ Weekend 02 days
Job Source: Bdjobs.com Online Job Posting.
Application Deadline: 15 Aug 2023
Company Information:
∎ 31 Jul 2023
∎ Shanta Asset Management Limited
∎ Business : We, Shanta Asset Management Limited, are one of the leading Asset Management Companies providing investment management services to both institutional and retail clients. The company offers a range of solutions from rigorous fundamental research and active management approaches aimed at clients’ wealth maximization.
Our vision is to be the best asset management company in terms of fund’s performance, asset under management and compliance. We also provide Institutional Fund Management Services for institutions, provident fund, foundation, pension funds etc.
Category: Marketing/Sales
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