Uraian Tugas
- Maintaining strong relationships with clients or investors by providing excellent service, responding to inquiries and concerns, and handling any issues that may arise.
- Identifying new business opportunities and cultivating relationships with potential clients or investors and fulfilling the sales target
- Providing support and guidance to clients or investors as they navigate the company's investment products and services.
- Gathering and analyzing data on client preferences and needs in order to develop targeted marketing strategies.
- Managing sales efforts, including preparing and delivering presentations to clients or investors, negotiating contracts, and tracking sales activity.
- Developing and implementing investment strategies for the funds managed by the company, based on the funds' objectives and risk tolerance.
- Researching and analyzing financial markets and industry trends to inform investment decisions.
- Selecting investments for the funds managed by the company, including stocks, bonds, mutual funds, and other securities.
- Monitoring the performance of the funds' investments and making changes as necessary to optimize returns.
- Communicating with clients or investors about the funds' performance, including preparing and presenting regular reports on the funds' activity.
Refer code: 699757. Hp Asset Management - Hari sebelumnya - 2024-03-26 02:03