Mutual Fund Specialist

Description

Join Our Dynamic Team at Al Meezan Investment Management – Pakistan’s Leading Asset Management Company

Al Meezan Investments is seeking highly motivated, knowledgeable and dynamicindividuals to join our Distribution team as Mutual Fund Specialist (MFS). The role involves driving mutual fund sales by providing investment advisory, supporting branch staff in achieving sales targets, and strengthening customer relationships through training, guidance, and regular engagement.

Job Requirements

Qualification:

Minimum Bachelor’s degree in Finance, Commerce, or Business Administration

Experience:

Minimum 1 year of sales experience (Mutual fund sales experience will be an added advantage)

Locations:

Lahore / Karachi / Islamabad / Sialkot

Responsibilities

• ·        To Increase sales of mutual funds to new customers and deepening of sales to existing customers.

  ·        Responsible for achieving Mutual Funds target of all branches in respective MBL Area.

  ·        Motivate & Mobilize branch staff to achieve assigned budget of mutual funds.

  ·        Provide investment advisory services of mutual funds to staff and customers.

  ·        Maintain and develop customer relationships, new business and make periodic visits to existing clients and corporate customers along with MBL team

  ·        Conduct awareness and training sessions for MBL staff, educating them on AMIM funds and mutual fund features to enhance customer engagement and sales.

Cities

Islamabad, Pakistan | Karachi, Pakistan | Lahore, Pakistan | Sialkot, Pakistan (On-Site)

Experience

1 Years

Apply By

Dec 6, 2025

Required Skills

• Client Relationship Management
• Client Communication Management