Executive - Wealth Management

Company Name: Shanta Asset Management Limited


Roles & Responsibilities:

  • To achieve or exceed monthly Sales Target as assigned by the management.
  • Responsible to reach the potential investors and visit them.
  • To make outbound sales calls.
  • To attend in-bound calls and walk in clients to sell Mutual Fund Units.
  • Ensure proper filling up of application forms and collecting necessary documents from clients.
  • Prepare, maintain and report sales, clients database and other reports as assign by the management.
  • Any other tasks assigned by the management.

Educational Qualification:

  • Bachelor or Masters from any reputed University.

Work Experience:

  • At least 2 year(s)

Others Requirements:

  • The applicants should have experience in the following area(s):
    Retail and corporate sales, Sales

  • Candidates experience in deposit collection in Financial Institution will be given preference

Others Benefit:

Mobile bill, Performance bonus, Weekly 2 holidays Festival Bonus: 2

 

Source: Bdjob

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