Business Development Officer Financial Advisory Services
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Title: 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:
and approach potential clients for financial advisory wealth management investment planning and retirement planning services.
leads through cold calling digital outreach LinkedIn outreach and referrals.
online or office-based meetings to assess client financial goals investment capacity and risk tolerance.
advisory solutions and recommend tailored financial plans based on client needs.
proposals pricing structures and service agreements for prospective clients.
a structured sales pipeline and ensure timely follow-ups and conversions.
with internal advisory and operations teams to ensure accurate service delivery.
and maintain long-term client relationships to encourage renewals upsells and referrals.
updated on market trends investment products and financial regulations in Pakistan.
weekly/monthly sales performance reports for management review.
leads through cold calling digital outreach LinkedIn outreach and referrals.
online or office-based meetings to assess client financial goals investment capacity and risk tolerance.
advisory solutions and recommend tailored financial plans based on client needs.
proposals pricing structures and service agreements for prospective clients.
a structured sales pipeline and ensure timely follow-ups and conversions.
with internal advisory and operations teams to ensure accurate service delivery.
and maintain long-term client relationships to encourage renewals upsells and referrals.
updated on market trends investment products and financial regulations in Pakistan.
weekly/monthly sales performance reports for management review.
Requirements
Requirements:
Bachelors degree in Finance Accounting Business Administration Economics or a related field.
13 years of experience in sales business development or client servicing (financial services preferred).
Strong understanding of financial advisory investment products and B2B sales strategies.
Excellent communication negotiation and presentation skills.
Ability to assess client financial needs and explain advisory solutions clearly.
Target-oriented self-motivated and able to work independently.
Familiarity with financial planning tools or CRM software is a plus.
Preferred Skills:
Experience selling financial services investments insurance or consulting services.
Knowledge of wealth management retirement planning mutual funds and risk assessment.
Familiarity with CRM tools (Zoho CRM HubSpot Salesforce etc.).
How to Apply:
Interested candidates should send their CV/Resume along with a cover letter highlighting relevant financial sales experience.
Company Industry
Internet Service Providers / Retail Appliances / Electrical and Electronic Equipment
Key Skills
- Electro Mechanical
- Instrument Maintenance
- Adobe Dreamweaver
- Document Control Management
- E-Commerce
About Company
Lynchpin Consulting provides expert accounting, bookkeeping, and tax services in Dubai. Enhance your business with our tailored financial solutions.
