Investment Management Associate

Roles & Responsibilities

Responsibilities :

1. Customer Engagement :

• Build and maintain strong relationships with customers.
• Provide excellent customer service and address inquiries regarding financial products and services.
• Actively engage in cross-selling and upselling financial products to meet sales targets.

2. Product Knowledge :

3. Sales Targets :

4. Documentation and Processing :

5. Compliance :

6. Problem Resolution :

7. Team Collaboration :

8. Market Research :

9. Training and Development :

Qualifications :

Tell employers what skills you have

Negotiation

CRM

Wealth Management

Lead Generation

Excellent Communication Skills

Management Skills

Leadership

Experimentation

Investments

Relationship Management

Career Development

Selling

Sales Process

Investment Management

Portfolio Management

Communication Skills

Presentation Skills

Consulting

Business Development

Sourcing