Relationship Manager - Corporate & Retail

Position: Relationship Manager - Corporate, HNWIs, and Retail
Location: Karachi (On-site, Full-time)

Key Responsibilities

• Achieve assigned sales in line with the company’s strategy and objectives.
• Acquire new clients (HNWIs, retail, and corporate) through proactive outreach and relationship-building initiatives.
• Manage and grow existing client relationships by understanding their financial goals and recommending suitable investment solutions.
• Conduct regular client meetings to review portfolios, identify new opportunities, and enhance wallet share.
• Provide guidance on mutual funds, fixed income instruments, and other investment avenues aligned with clients’ risk appetite and return expectations.
• Prepare and present customized investment proposals and portfolio recommendations.
• Ensure all account opening and client onboarding processes are completed in compliance with regulatory and internal policies.
• Ensure strict adherence to KYC, AML, and regulatory requirements, with complete and accurate documentation.
• Coordinate closely with operations and back-office teams to ensure efficient transaction processing and service delivery.
• Maintain accurate records, client data, and timely reporting to management.

Qualifications & Requirements

• Intermediate or Bachelor’s degree in Finance, Business Administration, Economics, or related field
• Any experience with AMCs, Banks, or within any financial industry will really count!
• Fresh Graduate or 1-2 years of experience in sales/ relationship management
• Knowledge of sales, client onboarding and investment sector.
• Strong communication and customer service skills
• Attention to detail and ability to manage tasks efficiently

Pay: Rs50,000.00 - Rs100,000.00 per month

Work Location: In person