Opportunity Information
1
Investment Bank/ Asset Management/ Mutual Fund/ Investment Fund
Mid Career
On- Site (Fixed Location)
Karachi
The Role
Provides complete support to the Retail and Corporate teams and interacts with customers to process information in response to inquiries about the products and services of HBL Asset Management.
•Receive and screen daily transactions from investors, sales teams and distributors •Obtain mandatory approvals from the Compliance department to process daily transactions •Enter data in the Daily Activity Report (DAR) for all types of transactions •Manage digital transactions received through the digital channel •Manage sales teams' queries pertaining to pre- and post-sales support •Assist in troubleshooting problems such as discrepancies arising while processing client applications and accounts •Follow up on folios of critical nature such as deceased persons' accounts and KYC/ AML/ CRS/ expired CNIC discrepancies •Deal directly with sales staff by phone, in person or electronically to respond promptly to queries •Liaise with the Operations department to address and resolve customer complaints •Ensure timely dissemination of DAR for internal and external use •Issue CGT challans and tax letters for corporate and retail investors •Coordinate with Operations for issuance of cheques, account statements and forms •Coordinate with front desk/ admin for receiving customer documents from all regions
Applicants General Eligibility & Requirements
2- 3 years
Education, Experience and Skills Requirements
- Bachelor's Degree (16 Years): Any Field
- Master's Degree (16 Years): Any Field
2-3 years of relevant experience in support function and customer service within the financial industry
Team Management, Presentation Skills, Problem Solving, MS Office, Customer Service
About the Employer
HBL Asset Management Limited