Providing investment advisory services and advice customer in all aspects of customer services by telephone or E mail
Acquire new customers to open mutual fund account through digital channels and recommend buying, redemption, and switching of investment units through digital channels
Investment recommendations by analysing customer risk level and Portfolio
Update economic, fund insights and market trends to customers
Job Qualification
Bachelor’s degree or higher in Banking, Finance, Economics, or related
Minimum of 1 year of experience in mutual fund business preferred.
Excellent consultative skill, and problem-solving skill