Deskripsi Pekerjaan:

• Maintaining strong relationships with clients or investors by providing excellent service, responding to inquiries and concerns, and handling any issues that may arise.
• Identifying new business opportunities and cultivating relationships with potential clients or investors and fulfilling the sales target
• Providing support and guidance to clients or investors as they navigate the company's investment products and services.
• Gathering and analyzing data on client preferences and needs in order to develop targeted marketing strategies.
• Managing sales efforts, including preparing and delivering presentations to clients or investors, negotiating contracts, and tracking sales activity.
• Developing and implementing investment strategies for the funds managed by the company, based on the funds' objectives and risk tolerance.
• Researching and analyzing financial markets and industry trends to inform investment decisions.
• Selecting investments for the funds managed by the company, including stocks, bonds, mutual funds, and other securities.
• Monitoring the performance of the funds' investments and making changes as necessary to optimize returns.
• Communicating with clients or investors about the funds' performance, including preparing and presenting regular reports on the funds' activity.

Kualifikasi:

• Bachelor degree from relevant majors
• Minimum 3 years experience in marketing field
• Experience in selling mutual funds or other financial products is a plus
• Target oriented
• Skills in sales, presentation, and communication
• Certifications relevant to sales, for example: certificates of selling skills training, certificates of achievement of sales, etc.
• Preferably have WAPERD (Mutual Fund Selling Agent Representative) and/or WMI (Investment Manager Representative) permit.