Investment Advisor

Job Description

Al Meezan Investment Management Limited is currently hiring for the position of Investment Advisor across multiple cities in Pakistan. 

This position requires identifying potential clients and managing and building a business portfolio. Focus on the retail investors and relationship management to expand Al-Meezan Investment’s clientele pool by using various sales tactics.

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.