Investment Advisor

Description:

Experience: Fresh or up to 2 Years (Financial industry experience or knowledge would be preferable)

Qualification: Bachelor's in any discipline university

Location: Karachi, Hyderabad, Gulberg Lahore, Bahria Town Lahore, DHA Lahore, DHA Phase 6 Lahore, Davis Road Lahore, Gujrat, Bahawalpur, Faisalabad, Multan, Sialkot.

Responsibilities:

• Identify potential clients, build new relationships, and manage the existing client portfolio.
• Conduct cold calls, schedule follow-ups, and engage with retail investors.
• Achieve monthly sales targets, Net AUM, and product-wise goals.
• Handle client queries, walk-ins, and ensure timely processing of transactions.
• Maintain accurate records in Customer Relationship Management (CRM) and provide consistent client support and guidance.
• Maintain professional and technical knowledge by attending in-house training sessions and reviewing professional publications/FMRs.