Position Description:

The position will provide complete support to the Retail and Corporate teams as and when required for the effective and efficient operational growth of the business, interact with customers to provide and process information in response to inquiries and requests raised about product and services provided by HBL Asset Management.

Job Responsibilities:

• Receiving and screening of daily transactions from Investors, Sales Teams & Distributors.
• Obtain mandatory approvals from Compliance department in order to process the daily transactions.
• Responsible for entering data to Daily Activity Report (DAR) for all types of transactions.
• Responsible to manage digital transactions received through digital channel.
• Manage sales teams’ queries pertaining to pre & post-sales support.
• Assist in trouble shooting problems such as timely communication of discrepancies arose while processing client’s applications/ accounts or any other related issues.
• Keep a strong follow up on folios of critical nature such as accounts of deceased person(s), KYC/ AML/ CRS/ Expired CNIC related discrepancies in a most efficient manner.
• Deal directly with the sales staff either by phone, in person or electronically to respond promptly to different queries.
• To strengthen liaison with Operations department in order to deal with customer complaints, ensure that customer grievances are addressed and resolved as and when need arises.
• Ensure timely dissemination of DAR for internal/ external usage.
• Issuance of CGT Challan/Tax letters for corporate investors as well as retail clients.
• Regular coordination with Operations department for issuance of cheques, account statements and forms.
• Coordinate with front desk/admin for receiving of customer related documents from all regions.
• Perform tasks that may be assigned from time to time, follow communication procedures, guidelines and company policies.

Required Competencies:

• Strong Team Management Skills.
• Excellent Communication & Presentation Skills.
• Strong Problem-Solving Skills.
• Strong understanding of Operations and SQ requirements and processes.
• Command on products, services and industry knowledge / dynamics.
• Highly proficient in MS Office and CRM/Other Applications/Utility.
• Understanding of Digital & Technology based Services.

Required Education & Experience:

• Minimum Bachelor (Preferably Masters) from any reputed/ HEC recognized university.
• Minimum of 2 – 3 years of relevant experience in support function and customer service within financial industry.