Account Executive
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Role: Financial Account Executive
Salary: PKR 100-150k
Location: Gulberg Lahore (54000)
Job Type: Onsite Full-Time
About the Role
We are hiring a Financial Account Executive to support our finance and investment clients by managing relationships analyzing account performance and driving business growth. This role combines financial expertise with client engagement ideal for candidates who understand financial markets and client portfolio management.
Key Responsibilities
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Manage assigned financial accounts and maintain strong ongoing client relationships.
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Conduct financial analysis prepare account reports and present insights to clients.
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Support clients in understanding investment products financial statements and account activities.
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Coordinate with compliance risk and finance teams to meet regulatory and reporting standards.
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Assist in onboarding new clients and reviewing documentation for accuracy.
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Identify upsell and cross-sell opportunities based on client needs and portfolio performance.
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Track revenue profitability and account growth metrics.
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Maintain accurate CRM records and ensure timely follow-ups.
Requirements
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Bachelors degree in Finance Accounting Economics Business or related discipline.
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Experience in financial account management asset management banking or FinTech preferred.
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Strong understanding of financial concepts reporting and compliance.
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Excellent communication and presentation skills.
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Ability to work with data analyze trends and prepare structured financial reports.
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High attention to detail with strong organizational skills.
Preferred Qualifications
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Knowledge of financial regulations and KYC/AML processes.
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Experience working with investment tools financial CRMs or ERP systems.
What We Offer
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Competitive compensation and performance-based incentives.
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Training certifications and career-growth pathways in finance.
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Exposure to clients across banking investment and corporate finance domains.
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
