Job Responsibilities
- Identify potential clients, build new client relationships and manage the portfolio of the
existing clients
- Facilitate cold and warm calls to prospective leads
- Schedule and follow through on calls with leads and current customers
- Focus on retail investors and relationship management to expand their portfolios
- Ensure achievement of monthly targets
- Ensure achievement of Net AUM target for the year across all products
- Increase Net Customer as per assigned target
- Ensure achievement of product-wise targets for AUM
- Provide service to walk-in clients of branch and attends clients call
- Save customer information and Sales related activities in CRM on a daily basis
- Process customer transactions within the assigned cut-off time
- Maintain Meeting Schedules and conduct at least 3-4 meetings a day. Atleast conduct 70
meetings in a month
- Maintain relationships with clients by providing support, information, and guidance
- Maintain professional and technical knowledge by attending in-house training sessions and
reviewing professional publications/FMRs
Eligibility Criteria:
Experience: Fresh up to 1 Year
Qualification: Bachelor / Masters / MBA (Finance, Marketing, Economics,
other relevant education).
Gender: Male / Female
Location: Karachi / Lahore / Faislabad / Gujranwala / Multan / Sialkot /
Gujranwala / Islamabad/
Rawalpindi . Abbotabad / Peshawar.
No. of positions: Multiple
Skills
Customer Relationship Management
Good Communication / Negotiation Skills/ interpersonal Skills/Presentation Skills
Sound Subject Knowledge of Mutual Funds / Financial Sector
Self-Motivated and passionate Individual
Job Responsibilities
- Identify potential clients, build new client relationships and manage the portfolio of the
existing clients
- Focus on retail investors and relationship management to expand their portfolios
- Facilitate cold and warm calls to prospective leads
- Schedule and follow through on calls with leads and current customers
- Ensure achievement of monthly targets
- Ensure achievement of Net AUM target for the year across all products
- Increase Net Customer as per assigned target
- Ensure achievement of product-wise targets for AUM
- Provide service to walk-in clients of branch and attends clients call
- Save customer information and Sales related activities in CRM on a daily basis
- Process customer transactions within the assigned cut-off time
- Assist Branch / Sales Manager in executing Marketing events, exhibitions, and also using
- Kiosk activities as an efficient and economical means to increase awareness about the
- Products and Services offered by the Company
- Maintain Meeting Schedules and conduct at least 3 -4 meetings a day. Atleast conduct 70
meetings in a month.
- Maintain relationships with clients by providing support, information, and guidance.
- Maintain professional and technical knowledge by attending in-house training sessions and
reviewing professional publications/FMRs.
Eligibility Criteria:
Experience: 1 to 3 years of relevant experience
Qualification: Bachelor / Masters / MBA (Finance, Marketing, Economics,
other relevant education).
Gender: Male / Female
Location: Karachi / Lahore / Faislabad / Gujranwala / Multan / Sialkot /
Gujranwala / Islamabad/
Rawalpindi . Abbotabad / Peshawar.
No. of positions: Multiple
Skills
Customer Relationship Management
Good Communication / Negotiation Skills/ interpersonal Skills/Presentation Skills
Sound Subject Knowledge of Mutual Funds / Financial Sector
Self-Motivated and passionate Individual