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Al Meezan Investments Jobs for Investment Associates /Senior Investment Advisors

  Al Meezan Investments Jobs for  Investment Associates /Senior Investment Advisors


Al Meezan Investments is seeking experienced, motivated, and highly skilled Investment Associates /Senior Investment Advisors. The Candidate must have exceptional analytical and organizational skills and excellent verbal/written communication and presentation skills.


01-Investment Associate


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 / Islamabad/ Rawalpindi . Abbotabad / Peshawar.

No. of positions: Multiple


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

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

02-Senior Investment advisor

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 / Multan / Sialkot / Gujranwala / Islamabad/ Rawalpindi . Abbotabad / Peshawar.

No. of positions: Multiple

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.

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


Apply Online



Al Meezan Investments Jobs for  Investment Associates /Senior Investment Advisors
Al Meezan Investments Jobs for  Investment Associates /Senior Investment Advisors


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