We are an Asset Management Company, looking for an interested candidate for the position of "Customer Services Executive" Requirements are as follows.

  • Conduct all service and administrative functions of the Customer Services.
  • Send Account statement to investors on monthly basis.
  • Send notice of Dividend announcement to clients (when announced).
  • Send MIP cheques/deposit slips to investors.
  • Book closure notice and dividend announcement emails.
  • Respond to KYC observations.
  • Calculation of CGT working.
  • Cheque realized sale from bank statement.
  • Update transaction summary.
  • Receive all calls for IR.
  • Update new client’s email for receiving daily NAV.
  • Redemption/Conversion/Investment SMS to CEO and emails internally.
  • Listen and respond to customer’s needs and concerns
  • Provide information about services
  • Review or make changes to customer accounts
  • Handle  complaints
  • Record details of customer contacts and actions taken

نوکری کی تفصیلات

کل عہدے:
3 آسامیاں
نوکری کی شفٹ:
پہلا پہر
نوکری کی قسم:
نوکری کا مقام:
جنس:
کوئی ترجیح نہیں
کم از کم تعلیم:
بیچلرز
کیریئر کی سطح:
تجربہ کار پیشہ ور
کم از کم تجربہ:
2 سال
اس سے پہلے درخواست دیجیۓ:
اگست ۲٦, ۲۰۱۷
تاریخِ اِشاعت:
جولائی ۲٦, ۲۰۱۷

AWT Investments Limited

بینکنگ / مالیاتی خدمات · 51-100 ملازمین - راولپنڈی

AWT Investments Ltd is a Non-Banking Finance Company, licensed by the Securities and Exchange Commission of Pakistan to manage open and closed end funds, with a paid-up capital of PKR 250 million. In March’17, Army Welfare Trust (AWT) Holding Company has acquired 70% shares of the management company from Pak Brunei Investment Company Limited (PBICL)

AWTIL’s objective is to manage focused investment strategies that are responsive to client needs while delivering long-term value. The company aims to bring a broad spectrum of products including equity, fixed income and alternative investment strategies to investors. The company also endeavors to venture into multiple business segments to form a solid foundation of a strong financial institution. These business segments are Mutual Funds, Investment Advisory, REITs and Private Equity. We are geared to service extensive client base of corporations, endowments, healthcare organizations, high-net-worth individuals, public pension funds and provident funds.

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