Assistant Manager / Deputy Manager- Relationship Management

Shanta Asset Management Limited received its Asset Management License from the Bangladesh Securities and Exchange Commission on November 26th, 2015. Our vision is to be the leading asset management company in the country in terms of the fund’s performance, assets under management and compliance.

Our Mutual Funds offer superior risk adjusted returns for individual and institutional investors. We also provide Institutional Fund Management Services for institutions, provident funds, foundations, pension funds and others according to their investment objectives. We believe in the benefits of active fund management over the long term and hence our fund managers always remain truly active. We focus only on those areas of investment in which we have particular expertise.

Our Investment team applies distinct and rigorous investment processes to the management of mutual funds and institutional portfolios to generate the lucrative risk adjusted return. Our operation and compliance team ensures proper compliance as per Mutual Fund Act, 2001 of BSEC and smooth operation of the funds.

Key Responsibilities:

• Maintain and enhance relationships with both existing and potential High Net Worth clients and other stakeholders.
• Supervise and train client service team, to ensure services excellence.
• Queries management form different social media along with the team.
• Assign, train and monitor outbound & inbound call by client service team to generate sales and provide support.
• Produce sales report and ensure smooth sales operations of the team.
• Be the first point of contact for all managed clients, delivering the highest degree of client service standards.
• Provide a genuine advisory approach to clients.
• Implement sales technique to achieve sales target.
• Any other task assigned by management.

Qualifications

Education:

Bachelor or Master's Degree from any reputed University.

Experience:

Minimum 5 years of experience preferably in Priority Banking or any other leading Non Banking Financial Institution.

Additional Information

• Sound knowledge on mutual fund industry and overall capital market.
• Sharp sense of handling High Net Worth Clients.
• Extensive Knowledge on Relationship Management and Sales.
• Strong communication and interpersonal skills and the ability to build and maintain relationships
• Team player and thrives in a fast-paced ever-evolving environment.
• Strategic thinker and ability to analyze and solve problems quickly