
Client Relationship Officer
5 days ago
Direct message the job poster from Abbasi and Company Private Limited
Abbasi and Company Pvt Ltd (ACPL) is one of the Pakistan's leading financial brokerage firms, licensed by SECP and a member of both the Pakistan Stock Exchange (PSX) and Pakistan Mercantile Exchange (PMEX). We specialize in stock brokerage, commodities, investment advisory, and high-quality market research.
OverviewSales Representative Officer is responsible for generating new business opportunities by identifying potential clients, presenting company services, and maintaining strong relationships with existing clients. This role requires a dynamic individual who is passionate about sales and financial markets.
Responsibilities- Promote and sell the company's brokerage and investment products (Equity, Commodities, Forex, etc.).
- Identify and target potential clients through cold calling, networking, and referrals.
- Educate clients about trading platforms, account opening procedures, and investment opportunities.
- Build and maintain long-term relationships with individual and corporate clients.
- Achieve monthly and quarterly sales targets set by management.
- Stay updated with market trends, competitor activities, and financial products.
- Conduct regular follow-ups with clients to ensure high levels of client satisfaction.
- Assist in organizing seminars, webinars, and other promotional activities.
- Maintain records of client interactions and sales leads using CRM tools.
- Provide timely feedback to management regarding customer needs, issues, and interests.
- Bachelor's degree in Business, Finance, Marketing, or a related field (Master's preferred).
- 1–2 years of experience in sales, preferably in financial services or brokerage.
- Excellent communication and interpersonal skills.
- Strong understanding of financial markets and investment products.
- Goal-oriented with a track record of meeting or exceeding targets.
- Proficient in MS Office and familiarity with CRM systems.
- Ability to work independently as well as part of a team.
- Competitive salary and performance-based incentives.
- Dynamic and growth-oriented work environment.
- Opportunity to work with a reputable name in the financial industry.
Send your CV and responses to the above questions too
Subject Line: [Your Name] – Client Relationship Officer
Job Details- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
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