Executive- Wealth Management

Posted One Month Ago
Be an Early Applicant
Dhaka, BGD
In-Office
240K-240K Annually
Junior
Financial Services
The Role
Sell mutual fund units by meeting potential investors, making outbound calls, handling inbound and walk-in clients, completing applications, collecting documents, and achieving monthly sales targets. Maintain client and sales databases, prepare reports, and support other management-assigned tasks. The role requires strong communication skills, independent work under pressure, and relevant financial product sales experience.
Summary Generated by Built In
Company Description

Shanta Asset Management Limited received its Asset Management License from the Bangladesh Securities and Exchange Commission on November 26th, 2015. Our vision is to be the leading asset management company in the country in terms of the fund’s performance, assets under management and compliance.

Our Mutual Funds offer superior risk adjusted returns for individual and institutional investors. We also provide Institutional Fund Management Services for institutions, provident funds, foundations, pension funds and others according to their investment objectives. We believe in the benefits of active fund management over the long term and hence our fund managers always remain truly active. We focus only on those areas of investment in which we have particular expertise.

Our Investment team applies distinct and rigorous investment processes to the management of mutual funds and institutional portfolios to generate the lucrative risk adjusted return. Our operation and compliance team ensures proper compliance as per Mutual Fund Act, 2001 of BSEC and smooth operation of the funds.

Job Description

  • To achieve or exceed monthly Sales Target as assigned by the management.
  • Responsible to reach the potential investors and visit them.
  • To make outbound sales calls.
  • To attend in-bound calls and walk in clients to sell Mutual Fund Units.
  • Ensure proper filling up of application forms and collecting necessary documents from clients.
  • Prepare, maintain and report sales, clients’ database and other reports as assign by the management.
  • Any other tasks assigned by the management.

Qualifications

Education Requirement:

Bachelor or Master’s from any reputed University.

Experience Requirement:

Minimum 2 years of relevant experience preferably in any Financial Institution.

Job Nature: Full time

Job Location: Motijheel

Compensation: BDT 20,000 per month

Additional Information

  • Experience in financial products sales such as "Deposit / Fund Collections, Credit Card Sales, Insurance Policy Sales etc." will be preferred.
  • Excellent interpersonal & communication skills.
  • Ability to work independently and under pressure.
  • Team player and thrives in a fast-paced ever-evolving environment

Skills Required

  • Bachelor's or Master's degree from a reputed university
  • Minimum 2 years of relevant work experience
  • Experience in financial product sales, such as deposits, fund collections, credit cards, or insurance policies
  • Excellent interpersonal and communication skills
  • Ability to work independently and under pressure
  • Ability to work effectively as a team player in a fast-paced environment
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The Company
58 Employees
Year Founded: 2015

What We Do

Shanta Asset Management Limited is a Bangladesh-based asset management company offering corporate and open-end mutual fund management solutions. It serves individuals and institutions, and also provides institutional fund management for provident funds, foundations, pension funds, and other organizations. The company uses an active and risk-aware investment approach, emphasizing performance, compliance, risk mitigation, expense control, and investor-focused portfolio management for diverse clients across Bangladesh.

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