Managing clients' investment portfolios to ensure financial success
Discussing major financial goals of clients to better understand their objectives
Updating clients and customers on their portfolio activity and success
Maintaining strong relationships with clients to build trust
Proactively seeking new clients for the bank
Developing presentations for new clients to help them understand how the bank can help them
Conducting risk assessments on investment options and reporting them to the client
Qualification:
Graduates:
BSC & Specialization ,BCOM, Bachelor Degree in Business or Management SystemAge :22 to 27 yrs
Skills
- Excellent communication and listening skills.
- The ability to explain complex information clearly and simply.
- Good sales and negotiation skills.
- An interest in financial products and markets.
- Good mathematical and computer skills.
- Plenty of drive, initiative and motivation.