Regional manager sales
Js investments Ltd
Total years of experience :9 years, 9 Months
Investment advisory/Business development/Corporate and institutional investments/REIT/Kpk CP-pension funds Ensure meeting of assigned investments targets assigned by management.
Keep updated regarding the investments products & services & essential regulatory requirements, and create awareness of product offerings to ETB Priority Clients.
Conduct rapid and proactive client calls daily to ensure positive fund movement out of existing client portfolio, and to onboard prospective new clients.
Achieve continuous Account onboarding, a month monthly with special emphasis/concentration on investments -based growth, meeting the assigned KPIs.
Ensure portfolio and business growth without compromising on Service Quality levels and maintaining zero-tolerance to Control and compliance issues.
Provide a high level of customer service to priority customers and advise them on solutions to meet their financial needs and requirements.
Remain up to date on emerging market social/economic/business trends to ascertain avenues/opportunities to augment the Branch’s portfolio/business volumes.
Ensure that the Priority Center premises are maintained in a manner that adds value to the customer’s experience and also maintains the market reputation of the bank back AMC
Ensure that the business relationships are in thorough compliance with the Policies and Regulatory requirements regarding KYC/CDD completion.
Strong Knowledge of Banks Products, Services, Relationship Management Skills, Knowledge of Product And Market Dynamics,
Headed, retail sales of (AH group of companies)/ S2S Marketing / Realtors, mix commercial + residential project sales in kp, region,
Responsibility’s,
1.Business development
2.Sales Managment
2.Manage operational policies and strategies in the given region.
3.Delegate responsibilities to other managers to meet companies goal.
4.Ensure that the required statistical reporting is completed and disseminated as appropriate.
5.Oversee and responsible for regional quality control and performance managment.
6.Direct recruitment and training processes in response to company requirements.
Corporate and retail sales, investments advisory /SMA
•Contacting clients and setting up meetings
•Conducting in-depth reviews of clients' financials, current investments and future aims
• providing and updating clients on Research in the equity debt and bond market with information on new and existing updates products and services.
Ensure meeting of assigned deposit mobilization, cross-sell, and NTB targets assigned by management.
Keep updated regarding the Bank’s products & services & essential regulatory requirements, and create awareness of product offerings to ETB Priority Banking Clients.
Achieve continuous NTB Account onboarding, a month monthly with special emphasis/concentration on CASA-based growth, meeting the assigned KPIs.
Ensure portfolio and business growth without compromising on Service Quality levels and maintaining zero-tolerance to Control and compliance issues.
Provide a high level of customer service to priority banking customers and advise them on solutions to meet their financial needs and requirements.
Remain up to date on emerging market social/economic/business trends to ascertain avenues/opportunities to augment the Branch’s portfolio/business volumes.
Ensure that the Priority Center premises are maintained in a manner that adds value to the customer’s experience and also maintains the market reputation of the Bank.
Ensure that the business relationships are in thorough compliance with the Bank’s Policies and Regulatory requirements regarding KYC/CDD completion.
Assistant manager equity sales&trading
As an Assistant Manager (Equity Sales&Trading) my work was to Generate Business by making clients for retail brokerage and advise investments in mutual funds .
RESPONSIBILITIES:
•providing information to clients regarding their portfolio, settlements and other matters.
•guiding customers about stock market through research, technical and fundamentals.
•Ensuring that the majority of clients are active and preferably earning profit from their, investment / trading activities
•Marketing for new clients, potential clients, meeting them, explaining product features / facilities etc.
•Following revenue targets as per the JD
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