Relationship Manager

Position Description

The incumbent is responsible to drive business growth in the assigned region by developing new opportunities and achieving assigned business targets within set timelines.

Job Responsibilities

• Ensure achievement of individual targets.
• Service existing and potential retail clients of HBL AMC.
• Actively search for new sales lead and maintain close liaison with existing clients.
• Conduct client meetings on daily basis and keep an active pool of prospects readily available.
• Ensure that all forms are filled properly and steps involved in risk profiling and KYC are done as per policy.
• Actively participate in retail activities like Road Shows to tap additional clients.
• Maintain liaison with investor services department to address any direct leads.
• Ensure high level of service standard for clients consistent with brand name.
• Familiarize oneself with new products and market developments and let the team leader know of any training needs.
• Send activity reports (client visits) on daily basis.

Required Competencies

To perform the job successfully, an individual should demonstrate the following competencies:

• Strong selling skills
• Effective communication skills (written & verbal both)
• Effective client management skills
• Sound knowledge of AMC industry’s product offerings

Required Education & Experience

• Minimum graduation from any HEC recognized university
• Minimum 3+ years’ relevant experience.
• Preferably MFBC (Mutual Fund Basic Certification) certified