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UBL Fund Managers Jobs AM/DM Corporate Sales



UBL Fund Managers Jobs AM/DM Corporate Sales:ย UBL Fund Managersย is seeking for hard working, self motivated, professionals, determined, dynamic and well disciplined staff for different vacant positions such as ย 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)
Coordination
โ€ข Maintain close liaison with operations, investments, Finance, & IT departments to ensure quality services to corporate and distributorโ€™s clients with 0% pending issues and complaints.
โ€ข Compilation of reports for AU M , DSR, Dashboard & raising flags.
โ€ข Sales Support i.e. Preparation of proposals, sending letters to corporate clients
โ€ข 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.
โ€ข Arranging Withholding tax certificates for distributors on quarterly basis
โ€ข To disburse quarterly commission working to the clients in liaison with Finance department
โ€ข Handle distribution channel, customer agreements and addendums
โ€ข Provide guidance for new account opening
โ€ข Sending account statementr to the clients on request
โ€ข Work on Distributor/ SMA portal along with Corporate Team and extend support / assistance to Head of Project & his team of Development of Portal.
โ€ข Extend support and ensure use of CRM.
โ€ข Liaison with New / Existing clients with active follow ups for pending documents recovery.
โ€ข Liaison with new / existing clients with active follow ups for pending documents and servicing clients.
Business Development
โ€ข Work on distributor project and ensure alignment of distributors region wise
โ€ข To introduce Fresh Corporate customers
โ€ข To ensure activation of Dormant Corporate customers
โ€ข To visit clients every month and maintain a log
โ€ข 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 careers@ublfunds.com with subject โ€œAM/DM Corporate Salesโ€

UBL Fund Managers Jobs AM/DM Corporate Sales

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