Senior Officer

Key Responsibilities

• Identify and acquire new clients across institutional and retail segments
• Maintain and nurture relationships with existing clients to ensure satisfaction and repeat business
• Generate sales leads through cold calling, networking, and referrals
• Convert leads into profitable business opportunities
• Provide expert advice to clients regarding equity investment opportunities and market trends
• Develop portfolio strategies tailored to clients' financial goals
• Conduct regular client presentations and provide market updates
• Engage in one-on-one meetings with clients to understand their needs
• Coordinate with trading and back-office teams for seamless order execution
• Resolve client issues and complaints promptly
• Achieve and exceed monthly and quarterly sales targets
• Maintain accurate records of all client interactions and transactions
• Stay updated on market developments and regulatory changes
• Monitor competitor activities and industry trends
• Prepare regular sales reports and performance metrics for management review

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or related field
• Experience in equity sales, brokerage, or financial services desired
• Strong knowledge of Pakistan Stock Exchange (PSX) and capital markets
• Familiarity with listing procedures and SECP regulatory requirements
• Excellent verbal and written communication skills
• Strong interpersonal skills with ability to build rapport with diverse clients
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
• Experience with stock trading platforms and CRM systems
• Valid National Identity Card (CNIC)
• Clean background check