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Job Description

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

Job Details

Total Positions:
3 Posts
Job Shift:
First Shift (Day)
Job Type:
Full Time/Permanent
Job Location:
No Preference
Minimum Education:
Career Level:
Experienced Professional
Minimum Experience:
2 Years
Apply Before:
Aug 25, 2017
Posting Date:
Jul 26, 2017
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AWT Investments Limited

Banking/Financial Services · 51-100 employees - Rawalpindi

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 comp ...Read More

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