Position Description:

• Responsible for successful business generation in assigned region.
• To explore and develop areas of business opportunities.
• To achieve business targets within assigned time lines.

Job Responsibilities:

• Ensure achievement of individual targets.
• Service existing and potential retail clients of HBL AMC.
• Actively search for new sales lead and maintain close liaison with existing clients.
• Conduct client meetings on daily basis and keep an active pool of prospects readily available.
• Ensure that all forms are filled properly and steps involved in risk profiling and KYC are done as per policy.
• Actively participate in retail activities like Road Shows to tap additional clients.
• Maintain liaison with investor services department to address any direct leads.
• Ensure high level of service standard for clients consistent with brand name.
• Familiarize oneself with new products and market developments and let the team leader know of any training needs.
• Send activity reports (client visits) on daily basis.

Required Competencies to successfully perform:

• Strong selling skills.
• Effective communication skills (written & verbal both).
• Effective client management skills.
• Sound knowledge of AMC industry’s product offerings.

Required Education & Experience:

• Minimum graduation from any HEC recognized university, CMFD certified will be preferred.
• Minimum 3+ years’ relevant experience.