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Mutual Fund Specialist

1 week ago

Polokwane, Limpopo, South Africa Old Mutual Full time

Job Overview

The Mutual Fund Specialist will be responsible for providing expert advice on a range of mutual fund products to allocated markets.

Main Objectives
  1. Fund Product Knowledge: Stay up-to-date with fund offerings and market trends to provide expert advice.
  2. Client Needs Assessment: Assess client needs and preferences to deliver tailored solutions.
  3. Market Research: Conduct market research to stay ahead of competitors and identify new opportunities.
  4. Sales Strategy: Develop and execute sales strategies to achieve targets.
  5. Marketing Activities: Participate in marketing activities to promote fund products.
  6. Process Improvement: Identify areas for process improvement and implement changes.
  7. Information Management: Manage accurate and up-to-date client information.