Financial Advisor

IGI Family Takaful Unverified

Lahore , Pakistan

Posted Jan 02, 2020 183 views Report Job

PKR. 15,000 - 30,000/Month

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Job Description

Develop marketing strategies and promote all types of Conventional & Islamic Investment contracts or suggest additions/changes to existing ones

  • Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
  • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
  • Work with clients to deliver risk management strategies that fit their risk profiles
  • Report the progress of monthly/quarterly initiatives to stakeholders
  • Maintain bookkeeping systems, database and records
  • Monitor claims to ensure mutual satisfaction
  • Achieve customer acquisition and revenue growth objectives
  • Constantly update job knowledge and learn about new products and services
  • Fulfill all policy requirements

* REQUIREMENTS

  • Proven working experience as an Islamic investment agent or relevant experience
  • Familiarity with all types of Investment plans (automobile, fire, life, property, medical etc)
  • Basic computer knowledge and statistical analysis
  • Proven ability to work with goals
  • Demonstrated ability to communicate, present, influence and sell effectively
  • Experience in delivering client-focused solutions and in creating long-lasting relationships
  • College or BS degree

Skills

Financial Analysis, Financial Modeling, Analysis& Valuation, Corporate - Finance Departments

Job Details

Total Positions:
35+ Posts
Job Shift:
First Shift (Day)
Job Type:
Job Location:
Gulberg 2, Lahore, Pakistan
Gender:
No Preference
Minimum Education:
Intermediate/A-Level
Career Level:
Experienced Professional
Experience:
Fresh - 2 Years
Apply Before:
Feb 02, 2020
Posting Date:
Jan 02, 2020
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IGI Family Takaful

Insurance / Takaful · 1501-2000 employees - Lahore

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