Job Description

Jod Description

Achieve revenue targets

  • Acquire new accounts per annum with a minimum margin per account.
  • Actively prospect and engage in client acquisition efforts to grow the business.
  • Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs
  • Perform regular portfolio reviews to ensure client investment objectives are met.
  • Attend team meetings and contribute to the team's success by sharing experiences and client feedback.
  • Maintain a high-level of product knowledge and stay informed with industry trends and changes.
  • Sell and distribute products such as IAP, Mutual funds, Portfolio management services, Alternate investment fund, insurance, and mbonds.

Expectations

Prioritise building relationships and acquiring new HNI Clients. Conduct regular portfolio reviews to ensure client investment objectives are met....

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