Opportunity Information
1
Investment Bank/ Asset Management/ Mutual Fund/ Investment Fund
Mid Career
On- Site (Fixed Location)
Karachi
The Role
Provide complete support to the Retail and Corporate teams for operational growth of the business, and respond to customer inquiries about HBL Asset Management products and services.
•Receive and screen daily transactions from investors, sales teams and distributors •Obtain mandatory approvals from the Compliance department to process daily transactions •Enter data into the Daily Activity Report (DAR) for all types of transactions •Manage digital transactions received through the digital channel •Handle sales teams' queries on pre- and post-sales support •Troubleshoot discrepancies arising while processing client applications and accounts •Follow up on critical folios such as accounts of deceased persons and KYC/ AML/ CRS/ expired CNIC discrepancies •Coordinate with the Operations department to resolve customer complaints and issue cheques, account statements and forms •Ensure timely dissemination of the DAR for internal/ external use •Issue CGT challans and tax letters for corporate and retail investors •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 16 Years: Business Administration
Minimum 2-3 years of relevant experience in support function and customer service within the financial industry
MS Office, CRM
Master's degree is preferred
About the Employer
HBL Asset Management Limited