Business Development Officer -Financial Advisory Services

Business Development Officer – Financial Advisory Services

Location : Lahore, Pakistan

Job Type : Full-time

Job Summary

We are seeking a driven and client-focused Business Development Officer to promote and sell our Financial Advisory Services. The ideal candidate will have experience in B2B or financial product sales, excellent communication skills, and the ability to understand client financial objectives.

This role focuses on lead generation, online / office-based client meetings, pitching financial advisory solutions, and achieving monthly sales targets.

Key Responsibilities

• 1. Identify and approach potential clients for financial advisory, wealth management, investment planning, and retirement planning services.
• 2. Generate leads through cold calling, digital outreach, LinkedIn outreach, and referrals.
• 3. Conduct online or office-based meetings to assess client financial goals, investment capacity, and risk tolerance.
• 4. Present advisory solutions and recommend tailored financial plans based on client needs.
• 5. Prepare proposals, pricing structures, and service agreements for prospective clients.
• 6. Maintain a structured sales pipeline and ensure timely follow-ups and conversions.
• 7. Collaborate with internal advisory and operations teams to ensure accurate service delivery.
• 8. Build and maintain long-term client relationships to encourage renewals, upsells, and referrals.
• 9. Stay updated on market trends, investment products, and financial regulations in Pakistan.
• 10. Prepare weekly / monthly sales performance reports for management review.

Requirements

Preferred Skills

How to Apply

Interested candidates should send their CV / Resume along with a cover letter highlighting relevant financial sales experience.

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