Opportunity Information
1
Investment Bank/ Asset Management/ Mutual Fund/ Investment Fund
Beginner/ Fresher
On Site & Field
Karachi
The Role
Lucky Investments Limited is hiring Wealth Advisors to identify business segments and market the company's investment products while achieving assigned targets.
•Achieve set targets such as net sales, customer base, management fee and sales load •Provide need-based investment advisory services to existing and potential customers •Build strong, long-term client relationships and provide excellent customer service •Maintain up-to-date knowledge of the company's and competitors' investment products •Generate client referrals to expand the customer base •Resolve client complaints, issues and queries within defined TATs •Maintain daily sales meeting and calling activities •Adhere to company rules and policies •Assist the team with other assignments given by the line manager
Applicants General Eligibility & Requirements
Up to 1 years
Education, Experience and Skills Requirements
- Bachelor 16 Years: Banking, Finance
•Fresh or 1 year of relevant financial sector experience Preferred: •Mutual funds industry experience
Mutual Funds Knowledge, Communication, Interpersonal Skills, Presentation Skills, Sales, Analytical Skills, Listening Skills
•Bachelor's degree in any discipline; Banking and Finance preferred
About the Employer
Lucky Investments Limited