
Client Relationship Officer
1 day ago
Abbasi and Company Pvt Ltd (ACPL) is one of 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.
Sales 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
Role metadata- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
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