It requires the candidate to do business development, engage with bond houses/ partners, procure, access and update live prices and available bond inventory
It requires the ability to do order fulfillment and order reconciliation pertaining to bonds sold to clients
Be active in scouting leads, converting them into meetings to onboarding and finally converting them to sales.
Ensure high level of client ownership, service orientation and satisfaction
Plan and conduct special sales initiatives and events for prospective and existing HNI / UHNI / Corporate clients.
Maintain complete relationship record for assigned HNI / UHNI / Corporate accounts.
Track customer complaints/queries and turnaround times for customer satisfaction
Requirements:
5-7 years of experience in bond houses / bond brokerage as a wealth RM / RM.
Knowledge/ Experience of selling Third party revenue products like Bonds is a must.
Looking for someone who is highly structured and can create order and rigor in running the product line.
Should be a confident communicator, driven & tenacious.
Should possess strong written and verbal communication skills.
Should be a team player.
Should be able to influence team members across all levels without the need for direct authority
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