Financial Planning Associate

3 days ago


Islamabad, Islamabad, Pakistan Rainbow Communications Pvt Ltd. Full time

Rainbow Communications Pvt Ltd. is a forward-thinking organization committed to empowering individuals to achieve their financial goals.

We are seeking a Financial Planning Associate to join our team.

Job Description:

This role involves developing and implementing financial plans to help clients achieve their goals, while also driving business growth through effective sales strategies.

Key Responsibilities:
  1. Identifying potential clients for financial planning services.
  2. Developing and implementing personalized financial plans to meet client needs.
  3. Collaborating with cross-functional teams to achieve shared goals and objectives.
  4. Maintaining accurate records of client interactions and financial plans within our CRM system.
  5. Utilizing strong analytical skills to drive business decisions.
Requirements:
  1. A minimum of 3-4 years of experience in sales or related field.
  2. Proficiency in Microsoft office applications and CRM systems.
Work Schedule:

This role requires working during Pakistan Standard Time from Monday to Thursday (3:00PM - 12:30AM) and Friday (4:00PM - 10:00PM), with Saturday hours from 3:00PM - 9:00PM.

Compensation:

The selected candidate will receive a competitive salary package, including a monthly stipend ranging from PKR 45,000 to 80,000, plus performance-based incentives.



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