The Role
The Business Development Officer for Financial Advisory Services is responsible for promoting financial solutions, generating leads, meeting clients, and achieving sales targets.
Summary Generated by Built In
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:
1.Identify and approach potential clients for financial advisory, wealth management, investment planning, and retirement planning services.
2.Generate leads through cold calling, digital outreach, LinkedIn outreach, and referrals.
3.Conduct online or office-based meetings to assess client financial goals, investment capacity, and risk tolerance.
4.Present advisory solutions and recommend tailored financial plans based on client needs.
5.Prepare proposals, pricing structures, and service agreements for prospective clients.
6.Maintain a structured sales pipeline and ensure timely follow-ups and conversions.
7.Collaborate with internal advisory and operations teams to ensure accurate service delivery.
8.Build and maintain long-term client relationships to encourage renewals, upsells, and referrals.
9.Stay updated on market trends, investment products, and financial regulations in Pakistan.
10.Prepare weekly/monthly sales performance reports for management review.
2.Generate leads through cold calling, digital outreach, LinkedIn outreach, and referrals.
3.Conduct online or office-based meetings to assess client financial goals, investment capacity, and risk tolerance.
4.Present advisory solutions and recommend tailored financial plans based on client needs.
5.Prepare proposals, pricing structures, and service agreements for prospective clients.
6.Maintain a structured sales pipeline and ensure timely follow-ups and conversions.
7.Collaborate with internal advisory and operations teams to ensure accurate service delivery.
8.Build and maintain long-term client relationships to encourage renewals, upsells, and referrals.
9.Stay updated on market trends, investment products, and financial regulations in Pakistan.
10.Prepare weekly/monthly sales performance reports for management review.
Requirements
Requirements:
Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
1–3 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.
Skills Required
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field
- 1-3 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
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The Company
What We Do
Lynchpin Consulting is a Dubai-based provider of management consulting and training services, blending financial expertise, smart technology, and strategic advisory. They help UAE businesses automate with Zoho, manage compliance with Accounting, Tax, and VAT, and make smarter financial decisions.
