Position Overview:
The Assistant Manager – Sales Support provides comprehensive assistance to the Retail and Corporate teams to ensure efficient operational growth. The role involves interacting with sales agents, managing inquiries, and providing information about the company’s products and services.
Key Responsibilities:
- Receive and screen daily transactions from Investors, Sales Teams, and Distributors.
- Obtain mandatory approvals from the Compliance Department to process transactions.
- Manage the team responsible for entering data into the Daily Activity Report (DAR) for all transaction types.
- Oversee digital transactions received through online channels.
- Handle sales team queries related to pre- and post-sales support.
- Troubleshoot issues such as communication delays, discrepancies in applications/accounts, or other related matters.
- Follow up on critical accounts (e.g., deceased clients, KYC/AML/CRS discrepancies, expired CNICs) efficiently.
- Liaise with sales staff via phone, email, or in-person to promptly address queries.
- Collaborate with the Operations Department to resolve customer complaints and ensure grievances are addressed promptly.
- Ensure timely dissemination of the Daily Activity Report for internal and external use.
- Manage issuance of CGT Challans/Tax letters for both corporate and retail clients.
- Coordinate with Operations for cheque issuance, account statements, and form requests.
- Work with Front Desk/Admin to receive customer-related documents from all regions.
- Perform additional tasks as assigned, adhering to company communication procedures and policies.
Required Competencies:
- Strong team management and leadership skills.
- Excellent communication and presentation abilities.
- Strong problem-solving and analytical thinking.
- In-depth understanding of Operations and Service Quality (SQ) processes.
- Solid grasp of financial products, services, and industry dynamics.
- High proficiency in MS Office, CRM systems, and other digital tools.
- Understanding of digital and technology-based service platforms.
Education & Experience:
- Education: Minimum Bachelor’s degree (Master’s preferred) from an HEC-recognized university.
- Experience: 2–3 years of relevant experience in support functions or customer service within the financial industry.