Meet their individual prospecting, presentation and subscription annual targets set by Management
Present FAMI Mutual Funds to prospect investors, assist in accomplishing account opening forms, see through the creation of their account number and solicitation of initial investments.
Answer inquiries from potential and existing investors, attend to concerns of their clients as well aas other company-generated accounts as may be assigned by management.
Attends regular channel meetings for performance review and planning, to give updates on new product promotions, schedule trainings or seminars, and answer queries for channel referrers
Conduct Investment Literacy Programs as requested by clients, prospects as well as MBTC subsidiaries.
Regularly visit high net-worth clients/institutions to provide investment performance review and outlook
Updates the distribution database on a regular basis
Prepares sales reports on a weekly basis
Provide necessary support to the assigned distribution channels to increase market coverage and sales output
Performs other sales related duties that may be assigned by the superior from time to time
College graduate from a premiere university, any degree, preferably business related, mathematics-intensive and/or communications-heavy.
Sales-related field work (preferably in financial services but not required)
Agreeable social skills, proficient in oral and written English communications, above average mathematics skills, influential presentation and negotiation skills
Basic knowledge in Investments, Equities and Fixed Income, Above average in Mathematics, MS Office Literacy (Excel and PowerPoint are musts)
Confident, Out-spoken, Out-going, Self-Driven, Disciplined, with Integrity
Good oral and written communication skills
Office administration, clerical knowledge
Hardworking, dedicated and can get along with people very well