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Institutional Sales (Reksa Dana)

PT Invesnow Principal Optima Jakarta Selatan, DKI Jakarta

Deskripsi pekerjaan

Skilled Relationship Manager with 3+ years in investment and institutional sales, experienced in client engagement.

Tanggung jawab: Achieve a sales target requirement; Building a High Net Worth Individual portofolio and generating revenue from both transactional fees and management frees; Provide an aftersales service to the clients through market and portofolio updates; Achieve the KPI of RM on a monthly basis.

Kualifikasi: Having a WMI/WPPE/WPPE-P/WAPERD license is a must; Minimum Bachelor's (S1) Degree in any field; Minimum of 3 years of experience in sales, client relationship management in the investment or equity brokerage, and asset management/APERD selling mutual funds; Excellent communication and interpersonal skills, with the ability to effectively engage with customers.

Tanggung jawab

  • Achieve a sales target requirement
  • Building a High Net Worth Individual portofolio and generating revenue from both transactional fees and management frees
  • Provide an aftersales service to the clients through market and portofolio updates
  • Achieve the KPI of RM on a monthly basis

Kualifikasi

  • Having a WMI/WPPE/WPPE-P/WAPERD license is a must
  • Minimum Bachelor's (S1) Degree in any field
  • Minimum of 3 years of experience in sales, client relationship management in the investment or equity brokerage, and asset management/APERD selling mutual funds
  • Excellent communication and interpersonal skills, with the ability to effectively engage with customers

Informasi lowongan

Tipe pekerjaan
Full-time
Gaji
Negosiasi

Cara melamar

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