Investment Advisor & AUM Growth Specialist

Sundaram Finance Limited; Zhob; On-site; PKR 1,800,000 - 3,000,000; Full time

Job summary

Sundaram Finance Limited is seeking an experienced investment sales and relationship management professional to drive revenue and manage client portfolios in Pakistan. You will promote a range of investment products and provide advisory support while ensuring compliance and risk profiling.

The role requires strong communication, analytical abilities, and cross-functional coordination with product teams and branches. Prior experience in wealth management or NBFC distribution is preferred.

Qualifications

• MBA/PGDM with finance or marketing focus.
• NISM/AMFI certification preferred.
• 4–8 years in Investment Services, Wealth Management or related fields.
• Experience in investment product sales and relationship management.
• Investment product knowledge and wealth advisory skills.

Responsibilities

• Drive investment product sales and cross-sell to clients.
• Enhance portfolio penetration and acquire new clients (HNI/UHNI/retail).
• Provide advisory support on Mutual Funds, FDs, Bonds, PMS/AIFs.
• Ensure regulatory compliance and KYC/AML adherence.
• Coordinate with product partners and branches for execution.

Skills

Investment sales

Relationship mgmt

Regulatory awareness

Analytical skills

Communication

Presentation skills

Cross-selling

Team coordination

Education

MBA Finance/Marketing

NISM/AMFI cert

Job description

Sundaram Finance Limited is seeking an experienced investment sales and relationship management professional to drive revenue and manage client portfolios in Pakistan. You will promote a range of investment products and provide advisory support while ensuring compliance and risk profiling.

The role requires strong communication, analytical abilities, and cross-functional coordination with product teams and branches. Prior experience in wealth management or NBFC distribution is preferred.