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Title
Corporate Sales – Mutual Fund
Author
Human Capital
Date Created
01/20/2023
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Views
443
Content
Job Requirements :
• Have at least 3 years experienced in Corporate/Institutional Sales;
• Have excellent communication skills, highly motivated & result driven, and ability to work in deadline;
• Must be fluent in English;
• Having WAPERD/WMI/WPPE licensed is a must.

Job Descriptions : 
• Mutual fund business growth (NOA & AUA) for Corporate segmentation;
• Developing sales funnels and marketing plans, create sales pitch & materials & executing them;
• Maintaining & following up with existing clients to ensure they are satisfied with the company’s products or services, and working with them to identify new opportunities for growth;
• Building relationships with potential clients to learn about their needs and interests so that they can be addressed in future sales pitches or proposals;
• Communicating with other members of the team to coordinate sales efforts.

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