Senior Investment Advisor
Al Meezan Investment Management Limited
Published Date: • Multiple Cities (On-Site)
This employer is no longer accepting CVs
Description
Al Meezan Investment Management Limited is currently hiring for the position of Senior Investment Advisor across multiple cities in Pakistan.
Qualification: Bachelor/ Masters (Finance, Economics, Marketing, other discipline).
Location: Karachi, Lahore (Bahria Town), Islamabad, Peshawar.
Responsibilities
- Identify potential clients, build new relationships, and manage the existing client portfolio.
- Conduct cold calls, schedule follow-ups, and engage with retail investors.
- Achieve monthly sales targets, Net AUM, and product-wise goals.
- Handle client queries, walk-ins, and ensure timely processing of transactions.
- Maintain accurate records in Customer Relationship Management (CRM) and provide consistent client support and guidance.
- Maintain professional and technical knowledge by attending in-house training sessions and reviewing professional publications/FMRs.
Cities
Islamabad, Pakistan | Karachi, Pakistan | Lahore, Pakistan | Peshawar, Pakistan (On-Site)
Experience
2-3 years experience
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Required Skills
- Portfolio Management
- Client Relationship Management
- Time management
- Communication Skills
- Negotiation Skills
Nice to Have Skills
- Sound Subject Knowledge of Mutual Funds