Responsible for mutual funds sales to HNW and Mass Affluent clients.
Develop, review and implement sales plans and ensure that targets are achieved.
Cultivate strong relationships with clients.
Work with clients to assess their investment needs and develop customized solutions in response.
Recognize opportunities to enhance relationship and increase sales through special projects that add value to client needs. Responsible for mutual funds sales to HNW and Mass Affluent clients.
Develop, review and implement sales plans and ensure that targets are achieved.
Cultivate strong relationships with clients.
Work with clients to assess their investment needs and develop customized solutions in response.
Recognize opportunities to enhance relationship and increase sales through special projects that add value to client needs.