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Responsible for conducting efficient and effective benefit orientation to corporate clients and brokers, provides immediate customer service and improve orientation processes to meet client’s expectations.
DUTIES AND RESPONSIBILITIES
MINIMUM QUALIFICATION GUIDE
Posted 10 months ago
Work for the 2018 Top 1 Company for Peso Equity, Peso Bond, Dollar Balanced Mutual Funds.
PHP 0 - 10,000 3 Vacancies
JOB SUMMARYTurning prospects clients into investors of Mutual Funds. JOB RESPONSIBILITIESSchedule appointmentsBe able to close accountsAttends to client investors queries and provide them with total investment experience.Maintain a good relationship within investors for the possibility of repeat businessand/or referrals.Timely submission of accurate reports (Cash Advance Liquidation, Sales Activityupdates, etc.)Attend to seminars endorsed by the Human Resources Department or Team Leader COMPETENCIES AND SKILLSWilling to do fieldworkPeople skillsTeam orientationPresentableCan work under pressureGood communication skillsGoal orientedPresentation skills