We are seeking a proactive and results-driven Business Development Manager to join our team. This role focuses on expanding our client base through strategic business development initiatives, while also providing expert financial advisory and asset and investment management services. The ideal candidate will have a strong background in finance, exceptional communication skills, and a proven track record of driving revenue growth and client satisfaction.

Responsibilities:

Business Development:

  • Identify and cultivate new business opportunities through networking, referrals, and cold calling.
  • Develop and execute strategic plans to achieve sales targets and expand market share.
  • Build and maintain strong relationships with clients, prospects, and key stakeholders.

Financial Advisory:

  • Provide personalized financial planning and advisory services to clients based on their financial goals and risk tolerance.
  • Conduct thorough financial analyses and recommend suitable investment strategies and products.
  • Guide clients in estate planning, retirement planning, tax strategies, and other financial matters.

Asset & Investment Management:

  • Manage client portfolios and investments according to their individual financial objectives.
  • Monitor market trends and economic indicators to make informed investment decisions.
  • Implement asset allocation strategies and rebalance portfolios as needed to optimize returns and manage risks.

Client Relationship Management:

  • Serve as the primary point of contact for client inquiries, concerns, and service requests.
  • Foster long-term relationships with clients by providing exceptional service and proactive communication.
  • Conduct regular portfolio reviews and financial updates with clients to ensure alignment with their evolving needs.

Compliance and Reporting:

  • Ensure compliance with regulatory requirements and internal policies.
  • Maintain accurate records of client interactions, transactions, and investment performance.
  • Prepare and deliver timely reports and presentations to clients and management.

Qualifications:

  • Bachelor’s degree in Finance, Economics, Business Administration, Commerce, or a related field; MBA or CFA designation preferred.
  • Experience as a Business Development Manager, Financial Advisor, or similar role in the financial services industry is an asset.
  • Strong understanding of investment products, financial markets, and wealth management principles.
  • Excellent communication skills with the ability to explain complex financial concepts clearly and concisely.
  • Demonstrated ability to build and maintain client relationships based on trust, integrity, and professionalism.
  • Proficiency in financial planning software, CRM systems, and Microsoft Office Suite.
  • Fresh graduates are also welcome to apply.

Benefits:

  • Competitive salary and performance-based incentives.
  • Comprehensive benefits package including health insurance, retirement plans, and professional development opportunities.
  • Supportive work environment with a collaborative team culture and opportunities for career growth.

Application Process:

Interested candidates should submit a resume and cover letter outlining their qualifications and interest in the position. We will contact selected candidates for interviews to further discuss their suitability for the role.

Equal Opportunity Employer:

We are committed to diversity, equity, and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Location: This position is based in [Multan, Pakistan].

Remote work options may be available depending on the candidate's location and the company's policies.

Join our team and help us empower clients to navigate their financial futures with confidence and clarity. Apply today to make a meaningful impact in the lives of individuals and businesses through strategic financial management and advisory services.

工作详细内容

全部职位:
10 发布
工作时间:
早班
工作类型:
工作地址:
Abdali Road, 姆坦, 巴基斯坦
性别:
没有偏好
最低学历:
学士
职位等级:
入门级
电话预约已成功,我们的专家会在短时间内与你联系:
� 经验
在之前申请:
Jul 25, 2024
发布日期:
Jun 24, 2024

Pak-Qatar Family Takaful (Multan)

· 301-600 员工 - 姆坦

Pioneer of Family Takaful in Pakistan, Pak-Qatar Family Takaful Ltd. today has presence in all major cities of Pakistan and is expanding its branch network for Individual and Corporate members further to achieve its vision of providing financial protection to everyone through Takaful. In addition to Individual and Group products, the Company has strategic BancaTakaful partnerships with leading national financial institutions to cater to its clientele’s needs. The Company is registered with and supervised by Securities and Exchange Commission of Pakistan (SECP), and has a current rating of “A- Minus (Having Positive Outlook)” by JCR-VIS Credit Rating Co. Ltd. Pak-Qatar Family Takaful Ltd.’s paid-up capital stands today in excess of Rs. 600 million, with the Company being sponsored by some of the strongest financial institutions from the State of Qatar. Consequently, all financial indicators point towards record-breaking successes for the Company in the future. Pak-Qatar Family Takaful Ltd. is striving to deliver cost-effective and competitive Takaful coverage to its members throughout Pakistan. The Company’s dedicated, competent and highly professional fund management team extracts full benefits from the heavy investment in technology. Moreover,the Company has forged Re-Takaful relationships with leading international financial institutions. The ever-vigilant Shariah Advisory Board of renowned and erudite scholars steers the Company in a direction that suits a Shariah-compliant business entity, thereby ensuring commitment to very high professional and professional standards.

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