Treasury Sales Intern at MBO Capital Management Company

Job Details

• Acquire retain and grow the business and client portfolio (Fund Management)
• Responding promptly to customer inquiries.
• Ensure that all customer transactions are properly recorded, filed, and reported.
• Maintain positive business and customer relationships in the effort to extend customer lifetime value.
• Assist with tracking all appointments, sales, complaints, status reports, etc. thoroughly for review.
• Maintaining a positive, empathetic, and professional attitude toward clients at all times.
• Keeping records of customer interactions, transactions, comments, and complaints.
• Provide administrative support as required.
• Keep abreast of new regulations or policies that may affect earnings and investment portfolio.
• Provide responsive service to clients ensuring that all queries, complaints/
• problems, andtransactional requests are attended to quickly and efficiently.
• Planning and Preparing Presentations
• Development of market literature and business reports for management feedback

COMPETENCY REQUIREMENTS

• Enhanced writing and communication skills
• Financial interpretation
• Interpersonal /People's skills
• Analytical / Problem solving skills.
• Knowledge of Investment Management & Financial Advisory
• Understanding of Wealth Management tools