• Good knowledge of Investment products.
• Strong communication skills, an enthusiastic and driven approach towards business.
• Possess interpersonal and presentation skills.
• Excellent selling and analytical skills.

3+ years of relevant experience of financial sector (Mutual Funds industry experience will be preferred).

• Achieving set targets such as net sales, customer base, management fee and sales load or as assigned by the management.
• To provide need-based investment advisory services to the existing and potential customers.
• Building strong and long-term relationships with clients and providing excellent customer services.
• Maintain in-depth and up-to date knowledge of all applicable investment products of the Company and its competitors (direct or indirect).
• Generate client referrals with the aim of expanding customer base.
• Resolve client complaints / issues, customer queries within defined TATs.
• Maintain daily sales meeting and calling activities.
• Strictly adhere rules and policies of the Company.
• Assist team to any other assignments given by the line Manager.

• Good knowledge of Investment products.
• Strong communication skills, an enthusiastic and driven approach towards business.
• Possess interpersonal and presentation skills.
• Excellent selling and analytical skills.

2 -3 years of relevant experience of financial sector (Mutual Funds industry experience will be preferred).

• Achieving set targets such as net sales, customer base, management fee and sales load or as assigned by the management.
• To provide need-based investment advisory services to the existing and potential customers.
• Building strong and long-term relationships with clients and providing excellent customer services.
• Maintain in-depth and up-to date knowledge of all applicable investment products of the Company and its competitors (direct or indirect).
• Generate client referrals with the aim of expanding customer base.
• Resolve client complaints / issues, customer queries within defined TATs.
• Maintain daily sales meeting and calling activities.
• Strictly adhere rules and policies of the Company.
• Assist team to any other assignments given by the line Manager.

• Good knowledge of Investment products.
• Strong communication skills, an enthusiastic and driven approach towards business.
• Possess interpersonal and presentation skills.
• Excellent selling and analytical skills.

1 or 2 years of relevant experience of financial sector (Mutual Funds industry experience will be preferred).

• Achieving set targets such as net sales, customer base, management fee and sales load or as assigned by the management.
• To provide need-based investment advisory services to the existing and potential customers.
• Building strong and long-term relationships with clients and providing excellent customer services.
• Maintain in-depth and up-to date knowledge of all applicable investment products of the Company and its competitors (direct or indirect).
• Generate client referrals with the aim of expanding customer base.
• Resolve client complaints / issues, customer queries within defined TATs.
• Maintain daily sales meeting and calling activities.
• Strictly adhere rules and policies of the Company.
• Assist team to any other assignments given by the line Manager.

• Sound Knowledge of Mutual Funds and financial products.
• Strong analytical, strategic thinking and decision-making skills.
• Strong understanding of relevant taxation framework and Shariah compliant structures/Investment avenues.
• Excellent communication, negotiation and interpersonal abilities.
• Proven track record of achieving sales targets and leading high-performance teams.
• Team building capability.

4+ years of relevant experience of financial sector (Mutual Funds industry experience will be preferred).

• Achieving set personal and team targets such as net sales, customer base, management fee and sales load or as assigned by the management.
• To provide need-based investment advisory services to the existing and potential customers.
• Building strong and long-term relationships with clients and providing excellent customer services.
• Maintain in-depth and up-to date knowledge of all applicable investment products of the Company and its competitors (direct or indirect).
• Generate client referrals with the aim of expanding customer base.
• Resolve client complaints / issues, customer queries within defined TATs.
• Maintain daily personal and team sales meeting and calling activities.
• Strictly adhere rules and policies of the Company.
• Supporting team to enable target achievements.

• Familiarity with Due Diligence requirements of AML law.
• Understanding of Compliance and Risk review.
• Understanding of applicable laws.
• Good understanding of Microsoft office.

At least 1 year of relevant experience

• Daily screening of the customer portfolio.
• Transaction monitoring of customers.
• Screening customers prior to onboarding.
• Monitoring on daily basis exposure limits of funds, cash margin, brokerage and other regulatory limits.
• Assist in Compliance and Risk periodic review.
• Maintaining register for screening of representatives of the Corporate account holder.
• Compiling data for regulatory reporting.
• Assist in Annual and Quarter AML reporting.