NBP Fund Management Limited Jobs Relationship Manager
NBP Fund Management Limited Jobs Relationship Manager:
Organization: NBP Fund Management Limited
WE’RE HIRING! RELATIONSHIP MANAGER
ABOUT THE ROLE:
We are looking for a dynamic Relationship Manager who will be responsible for building and maintaining strong relationships with clients, financial advisors, and distribution partners. Primary goal is to ensure client satisfaction, drive mutual fund sales, and contribute to the overall growth of the company. Serve as a key point of contact for clients, providing expert advice on mutual fund products and investment strategies.
KEY RESPONSIBILITIES
- Identify and acquire new clients through prospecting, networking, and referrals.
- Promote and present the company’s investment products and services.
- Build and maintain strong client relationships to drive retention and satisfaction.
- Advise clients on mutual funds, portfolio management, and investment solutions.
- Educate clients on investment opportunities, benefits, and associated risks.
- Conduct regular client meetings and maintain accurate CRM records.
- Manage client onboarding and ensure a seamless service experience.
- Monitor client portfolios and provide periodic investment updates.
- Respond promptly to client inquiries and service requests.
- Ensure compliance with regulatory requirements and internal policies.
- Maintain accurate records of client interactions and transactions.
- Stay updated on market trends, investment products, and industry developments.
- Participate in company training programs and sales conferences.
EDUCATION & PROFESSIONAL CREDENTIALS:
- Bachelor’s/master’s degree in finance.
- Certification: CMFD (Certified Mutual Fund Distributor) certification will be an added advantage.
- Experience: Minimum 2 years of sales experience (Mutual Fund sales experience will be an added advantage).
- Client-focused with a commitment to delivering exceptional service.
- Results-driven with a strong focus on achieving sales goals.
- Strategic thinker with the ability to provide expert investment advice.
- Adaptable and able to thrive in a fast-paced, dynamic environment.
- Strong organizational and time management skills.
LOCATION: Quetta.
HOW TO APPLY
Interested candidates are invited to send their updated CV to [email protected] with the subject line “Application: Relationship Manager-Quetta”
Ethnicity, Gender, Religion and Disability need not to be an obstacle to success. We encourage and promote representations from all segments of the society.
