Business Development Executive 10

• Achieving targets including Net AUM, active customer base and profitability (TR vs. TC)
• Providing need based investment advisory services
• Building strong and long term relationships with clients and providing excellent customer services
• Generating referrals with the aim of expanding customer base
• Implementing Business generation strategies
• Resolving complaints/ issues, customer queries within TAT’s
• Maintaining up-to-date record of meeting notes and calling activity
• Recommending additions to UBL FM product shelf based on client feedback.
• Strictly adhering to the rules and policies relating to code of conduct, business ethics, processing policies and quality standards.

Maintaining in-depth and up-to-date knowledge of all applicable investment products of the Company and its competitors.

Job Specific Skills

• Excellent selling and analytical skills

Soft Skills

• Strong communication skills
• Should possess interpersonal and presentation skills