Shanta Equity Limited
Requirements
Education
Bachelor’s/ Master’s in business related discipline from a recognized university
Experience
At least 5 years
The applicants should have experience in the following business area(s): Banks, Investment/Merchant Banking, Share Brokerage/ Securities House
Additional Requirements
Minimum 5 years of experience in portfolio management, wealth management, merchant banking, asset management, brokerage, banking, or related financial services.
Proven track record in client acquisition and relationship management.
Hands-on experience in portfolio management operations, trade settlement, custody services, fixed-income securities processing, and regulatory reporting is highly preferred.
Responsibilities & Context
Serve as the primary relationship manager for assigned portfolio management clients and develop long-term relationships through regular portfolio reviews and proactive communication.
Achieve and exceed assigned Assets Under Management (AUM), revenue, and client acquisition targets.
Conduct client meetings, presentations, and investment seminars to generate business opportunities.
Oversee end-to-end operational activities related to discretionary portfolio management accounts, including account opening, KYC, client onboarding, documentation and ensure all regulatory compliance
Monitor cash movements, coupon/profit receipts, bond maturities, redemptions, and corporate actions to ensure timely client service.
Coordinate closely with Operations, Compliance, Finance and IT teams to improve operational efficiency and service quality.
Skills & Expertise
Asset management
Banks & Financial
Investment Merchant Banking
Portfolio Management
Regulatory Affairs
Share brokerage
Wealth Management
Other Relevant Skills
Banks & Financial
Cash Flow Management
Portfolio Management
Reporting and Documentation
Share brokerage
Workplace
Work at office
Employment Status
Full Time
Job Location
Dhaka (Gulshan)
To apply for this job email your details to apply@chakricircular.com