Senior Corporate Investment Specialist

5 days ago

Karachi, Sindh, Pakistan beBeeFinancial Full time 1,200,000 - 1,800,000
Corporate and Institutional Sales Professional

A highly skilled sales expert is required to excel in our dynamic sales environment. In this role, you will be responsible for successfully pitching and selling investment products to corporate clients.

Key Responsibilities:
  1. Drive institutional and high net worth corporate sales growth.
  2. Maintain the highest ethical standards and provide exceptional service to uphold the company's reputation.
  3. Advise high net worth corporate clients on their investments and establish a strong relationship with the organization.
  4. Develop a motivated and satisfied employee base.
  5. Convert incoming inquiries into successful field visits.
  6. Assist clients in identifying their financial objectives and determining the most suitable asset allocation.
  7. Evaluate client risk appetite and analyze existing financial activities and goals.
Job Specification:
  1. Client Relationship Management
  2. Manage individual and team performance metrics
  3. Monitor key accounts and maintain involvement.

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