UBL Fund Managers Jobs AM/DM Corporate Sales: UBL Fund Managers is seeking for hard working, self motivated, professionals, determined, dynamic and well disciplined staff for different vacant positions such as following.Kindly read carefully and apply in appropriate vacancies accordingly.
Looking for MA/AM Business Development in Corporate Sales.
What are the expectations from this job? (minimum 5 or maximum to 10)
• Maintain close liaison with operations, investments, Finance, & IT departments to ensure quality services to corporate and distributor’s clients with 0% pending issues and complaints.
• Compilation of reports for AU M , DSR, Dashboard & raising flags.
• Sales Support i.e. Preparation of proposals, sending letters to corporate clients
• Review of Commission Workings & Reports sent by Finance including FRF, KPI Dashboards, Top 50 Clients, All Clients, IC Business M IS and IC Business Transaction Report.
• Arranging Withholding tax certificates for distributors on quarterly basis
• To disburse quarterly commission working to the clients in liaison with Finance department
• Handle distribution channel, customer agreements and addendums
• Provide guidance for new account opening
• Sending account statementr to the clients on request
• Work on Distributor/ SMA portal along with Corporate Team and extend support / assistance to Head of Project & his team of Development of Portal.
• Extend support and ensure use of CRM.
• Liaison with New / Existing clients with active follow ups for pending documents recovery.
• Liaison with new / existing clients with active follow ups for pending documents and servicing clients.
• Work on distributor project and ensure alignment of distributors region wise
• To introduce Fresh Corporate customers
• To ensure activation of Dormant Corporate customers
• To visit clients every month and maintain a log
• To serve as a key liaison for all corporate distributors. Aim to achieve 0% pending issues and complaints. Also aim to enhance AU M for existing distributors and bring more distributors onboard
Interested candidates drop resume at [email protected] with subject “AM/DM Corporate Sales”