Client Hunting

Refine Success; Lahore; On-site; PKR 800,000 - 1,200,000; Full time

Job summary

Refine Success, based in Lahore, seeks an experienced Client Hunting professional to drive business growth by converting new clients for financial advisory products. Your role involves sourcing prospective clients, managing the prospecting pipeline, and maintaining accurate CRM records.

Ideal candidates have proven B2B sales experience, excellent communication skills, and a self-motivated approach. The position offers hybrid work flexibility, ensuring a balance between collaboration and independent work.

Qualifications

• Proven experience in B2B or financial services sales.
• Excellent communication and presentation skills.
• Self-motivated and target-driven.

Responsibilities

• Source and qualify prospective clients through outreach.
• Manage the prospecting pipeline from lead generation to handover.
• Conduct meetings to understand client needs and propose solutions.
• Maintain records in CRM and prepare reports for management.
• Collaborate with internal teams to tailor proposals.
• Achieve monthly lead and conversion targets.

Skills

B2B sales experience

Cold calling

Networking

Analytical mindset

Negotiation skills

Tools

CRM tools

Job description

Job Description

Refine Success is a Lahore-based financial services firm providing tailored capital, advisory, and technology-enabled solutions to individuals, SMEs and corporates across Pakistan. We combine local market insight with disciplined analytics to deliver investment advisory, corporate finance, risk management, working capital solutions and digital financial services. The Client Hunting role will support business growth by identifying, engaging and converting new clients for our lending and advisory products.

Responsibilities

• Proactively source and qualify prospective clients in target sectors (SMEs, corporate, high-net-worth individuals) through cold outreach, networking and market research.
• Manage end-to-end prospecting pipeline: lead generation, qualification, needs assessment and handover to relationship managers or credit teams.
• Conduct discovery meetings to understand client financing, advisory or cashflow needs and articulate Refine Success service offerings and value proposition.
• Maintain accurate records of outreach activities and prospect status in CRM; prepare weekly pipeline and conversion reports for management.
• Collaborate with product, underwriting and marketing teams to tailor proposals, pricing guidance and promotional campaigns for targeted segments.
• Achieve monthly lead and conversion targets while ensuring compliance with internal policies and regulatory requirements.

The role is based in Lahore with hybrid/remote flexibility. Candidates should be comfortable working in a commercial sales environment, meeting targets, and coordinating with internal teams to convert qualified leads into active client relationships.

Qualifications

• Proven experience in B2B or financial services sales, business development or corporate client sourcing.
• Strong prospecting skills: cold calling, networking, referrals and digital outreach.
• Excellent communication and presentation skills to explain finance and advisory solutions clearly.
• Ability to assess client needs, build commercial proposals and coordinate with credit/underwriting teams.
• Familiarity with CRM tools and experience tracking pipeline metrics and preparing reports.
• Negotiation and closing skills with a focus on relationship building and long-term client value.
• Analytical mindset to research target sectors, evaluate market opportunities and prioritize high-potential leads.
• Self-motivated, target-driven, organized and able to work independently in a hybrid setting.