Sales Associate
Job Description:
We are seeking a motivated Sales Associate to join our team. The ideal candidate will be responsible for:
- Assisting clients with their investment decisions.
- Building and maintaining client relationships.
- Achieving sales targets and objectives.
Qualifications:
- Bachelor's degree in Finance or related field.
- Excellent communication and interpersonal skills.
- Experience in sales or financial services is preferred.
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Agency Manager
Job Description:
The Agency Manager will oversee a team of sales associates, ensuring sales targets are met and providing coaching and guidance. Responsibilities include:
- Developing and implementing sales strategies.
- Recruiting and training new agents.
- Monitoring team performance and providing feedback.
Qualifications:
- Proven experience as an Agency Manager or similar role.
- Strong leadership and team management skills.
- In-depth knowledge of the mutual fund industry.
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Back Office Executive
Job Description:
The Back Office Executive will support our operations team by handling administrative tasks and ensuring smooth operations. Key responsibilities include:
- Managing client documentation and records.
- Assisting in processing transactions and reports.
- Coordinating with different departments for seamless operations.
Qualifications:
- High school diploma or equivalent; degree preferred.
- Strong organizational skills and attention to detail.
- Proficiency in MS Office applications.
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