Investments

Sundaram Finance; Zhob; Sur place; PKR 1 800 000 - 3 000 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Investment sales

Relationship mgmt

Regulatory awareness

Analytical skills

Communication

Presentation skills

Cross-selling

Team coordination

Formation

MBA Finance/Marketing

NISM/AMFI cert

Description du poste

To drive investment product sales, enhance customer portfolio penetration, ensure regulatory compliance, and provide advisory support on investment products such as Mutual Funds, Fixed Deposits, Bonds, PMS, AIFs, and other approved investment solutions offered by the organization.

Key Responsibilities

Business Development

• Achieve investment business targets assigned by the organization.
• Generate revenue through cross-selling and up-selling of investment products.
• Acquire new HNI, UHNI, and retail investment customers.
• Increase AUM (Assets Under Management) and customer wallet share.

Relationship Management

• Manage and deepen relationships with existing customers.
• Conduct portfolio reviews and recommend suitable investment products.
• Provide market updates and investment insights to customers.
• Handle customer queries and ensure high service levels.

Investment Advisory & Product Management

• Promote Mutual Funds, Corporate FDs, Bonds, NCDs, PMS, AIFs, and Insurance products as per suitability norms.
• Coordinate with product partners and fund houses.
• Ensure customer risk profiling and suitability assessment before recommendations.

Compliance & Governance

• Ensure adherence to SEBI, AMFI, RBI, and internal compliance guidelines.
• Maintain proper documentation and audit readiness.
• Ensure KYC and AML compliance requirements are fulfilled.

Team & Stakeholder Coordination

• Support branch teams in identifying investment opportunities.
• Conduct product training and awareness sessions.
• Coordinate with operations, compliance, and product teams for seamless execution.

Key Performance Indicators (KPIs)

• Investment Revenue
• Assets Under Management (AUM)
• SIP Book Growth
• Number of Active Investment Clients
• Cross-sell Revenue
• Customer Retention Rate
• Compliance Score

Educational Qualification

• MBA (Finance/Marketing) / PGDM
• NISM / AMFI certification preferred

Experience

• 4-8 years in Investment Services, Wealth Management, NBFC, Banking, Mutual Fund Distribution, or Financial Services.
• Experience in investment product sales and relationship management preferred.
• Investment product knowledge
• Wealth advisory skills
• Relationship management
• Business development and sales orientation
• Analytical ability
• Communication and presentation skills
• Customer-centric approach
• Regulatory awareness

Preferred Industry Background

• NBFC
• Wealth Management Firm
• Mutual Fund Distributor