Strategic Investments & Insurance Advisor

Sundaram Finance Limited; 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

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.