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خلاصہ
Experienced Senior Officer in one of the premier Islamic Bank, named Meezan Bank LTD. Experience is based on operational activities of mutual funds and wealth management, completion of routine task on timely, with keeping an eye on the regulatory requirements and TAT completions. I am a conscientious person who works hard and pay attention to details. I am flexible and quick to pick new skills and above all eager to learn from others. I'm keen to work for an organization having good reputation and high profile.
تجربہ
Senior Officer, Wealth Management and Mutual Funds Operations.
• Managing investment and systematic withdrawal plans of open ended funds, capital funds and funds.
• Authorization of Investment/conversion/Redemption on daily basis.
• Coordination with the AMIM for the payment of redemption on timely basis.
• Coordination with the IT Department for the modification of various reports and modification/ update of software.
• Provide technical and logical ideas to the head of department for the constant improvement in the operations.
• CDC blocking and unblocking of units of Central Depository Company of Pakistan.
• Processing of Pledge Cases (deceased and P2P).
• Processing of SIP (subscription and discontinuation)
• Authorization of OTC transaction and communicate with the bank for the payment within timeline.
• Reconciliation of CDC units.
• Reconciliation of system units and CDC units by fund.
• Completion of daily transaction and inform customer service regarding the rejection due to different discrepancies.
• Providing Rebate after the approval received from senior authorities as per procedure provided by the CDC and SOP of Meezan Bank Ltd
Takaful Consultant, Takaful Distribution Department
• Dealing with clients corporate and individual.
• Managing Takaful plans.
• Plan for cater the most potential market.
• Process the transaction after the approval of HQ
• Facilitate the customer regarding investment and plans
• Checking the requirement of the documents necessary for the investment plans
• Confirm the source of business as per Shariah standard
• Confirmation of KYC as per Shariah standard
Inventory Incharge/Controller, Warehouse & Inventory Department.
• Inventory audit.
• Issue and receive delivery order
• Manage inventory and sales report.
• Manage report of damage pieces on periodically basis
• Manage target of sales staff on daily, weekly and monthly basis
• Prepare report of damage inventory received from the market
• Coordinate with the sales staff regarding timely delivery orders
• Coordinate with the different companies for the replacement of damage inventory on timely basis
