Investment Sales Manager

Key Responsibilities

1. Investor Acquisition & Sales

• Identify and onboard retail, HNI, and corporate investors.
• Conduct sales meetings, investment presentations, and product pitches.
• Sell investment products such as private equity deals, real estate investments, trading portfolios, and financial instruments.
• Achieve monthly and quarterly sales targets.

2. Client Relationship Management

• Maintain long-term relationships with investors and keep them engaged.
• Provide periodic investment updates and performance reports.
• Act as a trusted advisor by recommending suitable investment opportunities based on client risk profiles.

3. Market Research & Product Knowledge

• Monitor Pakistan’s financial markets, economic trends, and investment opportunities.
• Collaborate with internal teams to refine and customize products for the local market.
• Train junior sales staff on investment products and sales techniques, if required.

4. Lead Management

• Manage leads generated through marketing campaigns, referrals, and events.
• Ensure timely follow-ups and convert leads into active investors.
• Maintain accurate records in CRM and ensure sales pipelines are always updated.

Experience

• 2 years of experience in investment sales, mutual funds, banking, wealth management, or capital markets.
• Proven experience in raising capital or selling investment products.

Job Type: Full-time

Pay: Rs150,000.00 - Rs200,000.00 per month