The purpose of this job is to manage distribution of UBL Funds from assigned UBL branches and to market sell UBL Funds products to corporate clients and assist to sales team including but not limited to
Building relationship with UBL Branches Network along with Corporate Clients
Assisting UBL BM and DM to achieve targeted distribution volumes to ensure profitability
Hunting Institutional and getting them on board with us
Training Branch Managers to become independent in closing sales in mutual funds Conducting trainings for product information amongst corporate clients and branch staff
Providing after sales services to clients of the branches and corporate clients and attend all queries relevant to their respective mutual fund investment.
Introducing new and fresh clientele and deepening up old clientele Proposing avenues to approach new corporate segments and capitalize on those opportunities.
Generating sales volume to increase market share in terms of Total AUM and to achieve departmental and personal targets.
Assisting corporate clients in clearly defining Investment Objectives and determining Risk Appetite based on their Investor Profiling and subsequently recommending suitable investment solutions.
Conducting competitive analysis and sharing insights with Supervisor to gain competitive advantage over others.
An Ideal candidate must have Bachelors Degree (Preferably MBA) from HEC recognized or foreign university. At least 2 to 3 years of relevant experience in distribution channel or working within Asset Management/Financial Service Industry.