Financial Portfolio Builder

7 hours ago

Lahore, Punjab, Pakistan beBeeInvestment Full time 4,000,000 - 8,000,000

Unlock your career potential in the dynamic field of finance.

Al Meezan Investment Management Limited is currently hiring for a position that requires identifying potential clients and managing business portfolios.

This role focuses on building relationships with retail investors, expanding Al-Meezan's clientele pool using various sales tactics.

The ideal candidate will possess excellent client relationship management skills, be self-motivated and passionate about their work, and have sound subject knowledge of mutual funds.

Responsibilities include:

  • Identify potential clients, build new relationships, and manage existing client portfolios
  • Conduct cold calls, schedule follow-ups, and engage with retail investors
  • Achieve monthly sales targets, Net AUM, and product-wise goals
Job Description

As an entry-level Associate Investment Advisor, you will play a crucial role in driving business growth by leveraging your expertise to build strong relationships with clients.

Key Responsibilities
  • Client Relationship Management: Identify potential clients, build new relationships, and manage existing client portfolios
  • Sales and Business Development: Conduct cold calls, schedule follow-ups, and engage with retail investors
  • Performance Metrics: Achieve monthly sales targets, Net AUM, and product-wise goals
Required Skills and Qualifications
  • Bachelor's degree in any discipline
  • Fresh or up to 1 year of experience in the financial industry
  • Sound knowledge of mutual funds and investment products
Benefits

• Competitive salary and benefits package

• Opportunities for professional growth and development

• Collaborative and dynamic work environment

How to Apply

Send your CV to us via the designated channel. We look forward to hearing from you

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