Job Description
Achieving targets including Net AUM, active customer base and profitability (TR vs. TC).
Providing need based investment advisory services Building strong and long term relationships with clients and providing excellent customer services. Generating referrals with the aim of expanding customer base Implementing.
Business generation strategies Resolving complaints/ issues, customer queries within TATβs.
Maintaining up-to-date record of meeting notes and calling activity.
Recommending additions to UBL FM product shelf based on client feedback.
Strictly adhering to the rules and policies relating to code of conduct, business ethics, processing policies and quality standards.
Maintaining in-depth and up-to-date knowledge of all applicable investment products of the Company and its competitors
Job Specification
Job Specific SkillsExcellent selling and analytical skills Soft Skills Good communication skills Should possess interpersonal and presentation skills
Job Rewards and Benefits
Communication
Gratuity
Health Insurance
Incentive Bonus
Leaves
Medical
Pension
Provident Fund
Sports and Entertainment