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Position: Portfolio Manager, Wealth Management

Organization: Bangladesh Finance

Position Summary: The position is responsible for generating new business, onboard new clients, increase and maintain deposit portfolio, ensure liquidity and good quality of customer service for the organization under the wealth management department.

Job Description:

  • Meet monthly deposit sales targets, Open new accounts, increase deposit portfolio and Retain deposit customers.
  • Visit potential customer's premises to hunt FDR & DPS.
  • Open new BO accounts and ensure yearly investment portfolio.
  • Provide daily/weekly/monthly reports required by the department
  • Ensure proper documentation and stay compliant with team and organization


Requirements:

  • BBA/MBA preferably in Marketing from any reputed university
  • Strong knowledge of Microsoft Office Suite (Excel, PowerPoint, Outlook, etc.)
  • Smart and dynamic in nature with good convincing ability


Salary & Benefits:

  • Opportunity to grow fast and have fast-track career
  • Attractive salary for deserving candidate
  • Two Festival Bonus
  • Leave Fare Assistance
  • Leave Encashment
  • Bangla Noboborsho Allowance
  • Provident Fund & Gratuity
  • Hospitalization & Life Insurance
  • Mobile Allowance
  • Travel Allowance
  • Performance Bonus
  • Yearly Salary Review


Application Procedure: Click here

Application Deadline: 13 December 2021