Position Description:

The position will assist the RBH – Central on day-to-day tasks and provide customer services to corporate clients in the Central region.

Job Responsibilities:

• Responsible for continuously improving the standards of client service.
• Ensure that all compliance (including AML/KYC) and regulatory requirements are fulfilled while customers are onboarded.
• Follow up with corporate clients and provide pre & post sales service to existing and new clients.
• Ensure adequacy and availability of sales-related material, forms, and all documents.
• Coordinate the sales team by managing schedules, filing important documents, and communicating relevant information.
• Assist immediate supervisor in day-to-day sales activities.
• Perform any other task assigned by the supervisor.

Required Competencies:

• Basic knowledge of the mutual fund industry.
• Strong communication skills (written & verbal).
• Strong selling skills.
• Good interpersonal and presentation skills.

Required Education & Experience:

• Minimum Graduate or any other equivalent qualification from any HEC recognized or well reputed university.
• Minimum 1 year of relevant experience is preferred.