Manager Investments

Sundaram Finance; Zhob; On-site; PKR 558,000 - 1,339,000; Full time

Job summary

Sundaram Finance Limited is seeking proactive Investments & Personal Insurance Specialists to drive sales and advisory of financial products across mutual funds, fixed-income investments, life and health insurance. You will assess client needs, recommend suitable options, and manage portfolios with ongoing reviews.

Ideal candidates have 3–5+ years in financial services, strong communication skills, and relevant licenses; MBA is a plus.

Qualifications

• Bachelor’s degree in Finance, Business, Commerce or related fields (MBA preferred).
• 3–5+ years of experience in financial services, wealth management, banking, or insurance sales.
• Certifications such as NISM (Mutual Funds) and IRDAI License are preferred.
• Strong understanding of investment and insurance products.

Responsibilities

• Promote and sell investment products such as mutual funds, bonds, fixed deposits, PMS, and other wealth solutions.
• Conduct financial need analysis and recommend suitable investment advisory options.
• Manage client portfolios with regular reviews and updates.
• Ensure compliance with regulatory and internal guidelines.

Skills

Communication skills

Negotiation

Customer handling

Target driven

Self-motivated

Education

Bachelor's degree in Finance/Business/Commerce

MBA preferred

Tools

NISM Mutual Funds

IRDAI License

Job description

We are seeking proactive and customer-focused Investments & Personal Insurance Specialists to drive sales and advisory of financial products, including mutual funds, fixed-income investments, life insurance, health insurance, and other retail financial solutions. The ideal candidates should possess strong market knowledge, excellent communication skills, and a passion for helping customers achieve their financial goals.

Key Responsibilities

Investments:

Promote and sell investment products such as mutual funds, bonds, fixed deposits, PMS, and other wealth solutions.

Conduct financial need analysis and recommend suitable investment advisory options.

Manage client portfolios with regular reviews and updates.

Ensure compliance with regulatory and internal guidelines.

Required Qualifications & Skills

Bachelor’s degree in Finance, Business, Commerce, or related fields (MBA preferred).

3–5+ years of experience in financial services, wealth management, banking, or insurance sales.

Certifications such as NISM (Mutual Funds) and IRDAI License are preferred.

Strong understanding of investment and insurance products.

Excellent communication, negotiation, and customer-handling skills.

Target-driven, self-motivated, and able to work in a fast-paced environment.