Client dealing and managing their portfolios.Meeting with individuals and business owners to discuss the challenges, obstacles, and potential roadblocks that might get in the way of their financial and lifestyle goals.Conducting in-depth fact finding and analysis designed to identify potential areas of concern and then suggesting possible solutions. Developing and maintaining expert knowledge of the products and carriers available through Karachi Stock Exchange. Assisting with recruiting of new advisors. Working with our team of support specialists to ensure that we provide clients with the best possible planning options. Providing regular review of client accounts in order to determine the need for plan adjustments or strategic reassessments.Complying diligently with all applicable regulations by SECP and MUFAP.Researching other markets for potential expansion.

Client dealing and managing their portfolios.Meeting with individuals and business owners to discuss the challenges, obstacles, and potential roadblocks that might get in the way of their financial and lifestyle goals.Conducting in-depth fact finding and analysis designed to identify potential areas of concern and then suggesting possible solutions. Assisting with recruiting of new advisors. Providing regular review of client accounts in order to determine the need for plan adjustments or strategic reassessments.Complying diligently with all applicable regulations by SECP and MUFAP.

Team Leader

Customer Support

Maintain Accounts, Generate invoice, Petty cash handling, Administrative work etc..