Qureos Mentor

BMA Investment Advisors

Key Responsibilities:* Proactively identify, prospect, and generate new business opportunities within the corporate sector through networking, referrals, market intelligence, and strategic outreach.* Acquire and grow corporate relationships to increase Assets Under Management and achieve business targets.* Build, manage, and strengthen long-term relationships with corporate clients, including businesses, institutions, trusts, foundations, and other organizations.* Identify opportunities within existing corporate relationships and develop strategies to expand wallet share.* Conduct meetings with key decision-makers to understand investment objectives and liquidity management requirements.* Recommend suitable mutual fund products and investment solutions in line with clients&rsquo; financial objectives, investment policies, and applicable guidelines.* Develop and maintain a strong pipeline of corporate prospects and actively convert leads into investment relationships.* Deliver exceptional client service while ensuring compliance with regulatory requirements, MUFAP guidelines, and internal policies.* Stay informed about market developments, economic trends, regulatory updates, and mutual fund products to provide relevant investment insights.* Collaborate with internal teams to ensure seamless onboarding, servicing, and retention of corporate clients.Requirements:* Bachelor&rsquo;s Degree in Business Administration, Finance, Economics, Marketing, or any other relevant discipline.* 2-4 years of Experience in Corporate Sales, Corporate Banking, Treasury Sales, Mutual Funds, Asset Management, Wealth Management, Investments, or Financial Services.* Strong business development, client acquisition, and corporate relationship management skills.* Proven ability to generate leads and acquire new corporate clients.* Understanding of investment products, capital markets, and corporate investment requirements.* Excellent communication, presentation, negotiation, and stakeholder management skills.* Goal-oriented mindset with a strong focus on AUM growth and business development.* Existing networks within the corporate sector will be considered an advantage.* IFMP Certification will be considered a plus.Pay: Rs55,000.00 - Rs100,000.00 per monthApplication Question(s):<ul><li>Years of Experience </li><li>Last/Current Salary </li><li>Expected Salary </li><li>Notice period </li></ul>Work Location: In person

Wealth Manager - Corporate Sales

Key Responsibilities:* Proactively identify, prospect, and generate new business opportunities within the corporate sector through networking, referrals, market intelligence, and strategic outreach.* Acquire and grow corporate relationships to increase Assets Under Management and achieve business targets.* Build, manage, and strengthen long-term relationships with corporate clients, including businesses, institutions, trusts, foundations, and other organizations.* Identify opportunities within existing corporate relationships and develop strategies to expand wallet share.* Conduct meetings with key decision-makers to understand investment objectives and liquidity management requirements.* Recommend suitable mutual fund products and investment solutions in line with clients&rsquo; financial objectives, investment policies, and applicable guidelines.* Develop and maintain a strong pipeline of corporate prospects and actively convert leads into investment relationships.* Deliver exceptional client service while ensuring compliance with regulatory requirements, MUFAP guidelines, and internal policies.* Stay informed about market developments, economic trends, regulatory updates, and mutual fund products to provide relevant investment insights.* Collaborate with internal teams to ensure seamless onboarding, servicing, and retention of corporate clients.Requirements:* Bachelor&rsquo;s Degree in Business Administration, Finance, Economics, Marketing, or any other relevant discipline.* 2-4 years of Experience in Corporate Sales, Corporate Banking, Treasury Sales, Mutual Funds, Asset Management, Wealth Management, Investments, or Financial Services.* Strong business development, client acquisition, and corporate relationship management skills.* Proven ability to generate leads and acquire new corporate clients.* Understanding of investment products, capital markets, and corporate investment requirements.* Excellent communication, presentation, negotiation, and stakeholder management skills.* Goal-oriented mindset with a strong focus on AUM growth and business development.* Existing networks within the corporate sector will be considered an advantage.* IFMP Certification will be considered a plus.Pay: Rs55,000.00 - Rs100,000.00 per monthApplication Question(s):<ul><li>Years of Experience </li><li>Last/Current Salary </li><li>Expected Salary </li><li>Notice Period </li></ul>Work Location: In person

Job description:Key Responsibilities:* Proactively identify, prospect, and generate new business opportunities within the corporate sector through networking, referrals, market intelligence, and strategic outreach.* Acquire and grow corporate relationships to increase Assets Under Management and achieve business targets.* Build, manage, and strengthen long-term relationships with corporate clients, including businesses, institutions, trusts, foundations, and other organizations.* Identify opportunities within existing corporate relationships and develop strategies to expand wallet share.* Conduct meetings with key decision-makers to understand investment objectives and liquidity management requirements.* Recommend suitable mutual fund products and investment solutions in line with clients&rsquo; financial objectives, investment policies, and applicable guidelines.* Develop and maintain a strong pipeline of corporate prospects and actively convert leads into investment relationships.* Deliver exceptional client service while ensuring compliance with regulatory requirements, MUFAP guidelines, and internal policies.* Stay informed about market developments, economic trends, regulatory updates, and mutual fund products to provide relevant investment insights.* Collaborate with internal teams to ensure seamless onboarding, servicing, and retention of corporate clients.Requirements:* Bachelor&rsquo;s Degree in Business Administration, Finance, Economics, Marketing, or any other relevant discipline.* 2-4 years of Experience in Corporate Sales, Corporate Banking, Treasury Sales, Mutual Funds, Asset Management, Wealth Management, Investments, or Financial Services.* Strong business development, client acquisition, and corporate relationship management skills.* Proven ability to generate leads and acquire new corporate clients.* Understanding of investment products, capital markets, and corporate investment requirements.* Excellent communication, presentation, negotiation, and stakeholder management skills.* Goal-oriented mindset with a strong focus on AUM growth and business development.* Existing networks within the corporate sector will be considered an advantage.* IFMP Certification will be considered a plus.Pay: Rs55,000.00 - Rs100,000.00 per monthApplication Question(s):<ul><li>Years of Experience </li><li>Last/ Current Salary </li><li>Expected Salary </li><li>Notice period </li></ul>Work Location: In person

Job description:Key Responsibilities:* Lead and manage a team of Wealth Managers to achieve sales targets.* Drive retail sales and expand the client base.* Build and maintain strong relationships with existing and prospective investors.* Conduct daily client meetings and maintain an active prospect pipeline.* Organize roadshows, client events, and branch-level promotional activities.* Monitor team performance and submit sales MIS and activity reports.* Collaborate closely with Regional Heads and senior management to achieve business objectives.Requirements:* 3-5 years of Experience in sales, wealth management, banking, investments, or financial services.* Demonstrated leadership and team management skills.* Strong business development and relationship management capabilities.* ICM Certification (mandatory) or willingness to obtain it within 3 months of joining, as per SECP requirements.Pay: Rs100,000.00 - Rs150,000.00 per monthApplication Question(s):<ul><li>Years of Experience? </li><li>Last/Current Salary </li><li>Expected Salary </li><li>Notice period </li></ul>Work Location: In person

Area Manager - Retail Sales

Job description:Key Responsibilities:* Lead and manage a team of Wealth Managers to achieve sales targets.* Drive retail sales and expand the client base.* Build and maintain strong relationships with existing and prospective investors.* Conduct daily client meetings and maintain an active prospect pipeline.* Organize roadshows, client events, and branch-level promotional activities.* Monitor team performance and submit sales MIS and activity reports.* Collaborate closely with Regional Heads and senior management to achieve business objectives.Requirements:* 3-5 years of Experience in sales, wealth management, banking, investments, or financial services.* Demonstrated leadership and team management skills.* Strong business development and relationship management capabilities.* ICM Certification (mandatory) or willingness to obtain it within 3 months of joining, as per SECP requirements.Pay: Rs100,000.00 - Rs150,000.00 per monthApplication Question(s):<ul><li>Years of Experience? </li><li>Last/ Current Salary </li><li>Expected Salary </li><li>Notice period </li></ul>Work Location: In person

About the RoleWe are seeking a dynamic and results-driven Team Lead &ndash; Call Center to lead our Inbound and Outbound Call Center team. The ideal candidate will be responsible for supervising customer service representatives, ensuring exceptional customer experience, driving team performance, and maintaining service quality.Key Responsibilities<ul><li>Lead, supervise, and motivate a team of Customer Service Representatives.</li><li>Team Lead has to build their own team of Customer Service Representatives.</li><li>Manage daily inbound and outbound call center operations.</li><li>Monitor team performance against KPIs, SLAs, and quality standards.</li><li>Conduct regular coaching, feedback, and performance reviews.</li><li>Handle customer escalations and ensure timely resolution of complaints.</li><li>Train, onboard, and mentor new team members.</li><li>Ensure compliance with company policies, procedures, and quality standards.</li><li>Prepare daily, weekly, and monthly operational reports.</li><li>Monitor call quality and identify opportunities for process improvements.</li><li>Foster a positive, collaborative, and high-performance team culture.</li><li>Coordinate with internal departments to ensure seamless customer service.</li><li>Drive customer satisfaction, productivity, and continuous service improvement.</li></ul>RequirementsEducation<ul><li>Bachelor's degree in Business Administration, Management, Marketing, or a related discipline.</li></ul>Experience<ul><li>Minimum 3&ndash;5 years of experience in Customer Service or Contact Center Operations.</li><li>At least 1&ndash;2 years in a Team Lead or Supervisory role.</li><li>Mandatory experience in an Asset Management Company Experience managing both Inbound and Outbound Call Center operations.</li></ul>Pay: Rs120,000.00 - Rs150,000.00 per monthApplication Question(s):<ul><li>How many years of experience do you have? </li><li>Current/ Last salary range </li><li>Expected Salary </li><li>Notice Period </li></ul>Work Location: In person

Team Lead – Call Center

Performance Excellence OfficerWe are seeking a proactive and analytical Performance Excellence Officer to support performance monitoring and business decision-making.Key Responsibilities:<ul><li>Track and monitor Sales KPIs and performance metrics.</li><li>Develop and maintain dashboards, reports, and scorecards.</li><li>Analyze performance data to identify trends, gaps, and opportunities.</li><li>Generate actionable insights and recommendations for management.</li><li>Support continuous improvement initiatives through data-driven analysis.</li><li>Ensure accuracy and integrity of reporting data.</li></ul>Requirements:<ul><li>Bachelor's degree in Business, Economics, Statistics, Finance, or a related field.</li><li>Strong analytical and reporting skills.</li><li>Proficiency in Excel and Power BI.</li><li>Ability to translate data into meaningful business insights.</li></ul>Fresh graduates with strong analytical aptitude are encouraged to apply.Work Location: In person

Performance Excellence Officer (Fresh Graduates Preferred)

Join BMA Investment Advisors and explore 8   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

BMA Investment Advisors

About Company

Wealth Manager - Corporate Sales

Wealth Manager - Corporate Sales

Wealth Manager - Corporate Sales

Area Manager - Retail Sales

Area Manager - Retail Sales

Team Lead – Call Center

Performance Excellence Officer (Fresh Graduates Preferred)