Posted Jun 07, 2026 109 views
We are looking for a practical and hands-on operations professional for our Rawalpindi branch. The role is suitable for someone with a banking, financial services, or stock brokerage background who understands customer onboarding, account opening, documentation, biometric-related issues, branch records, and basic accounts handling.
The selected candidate will supervise a small branch support team and ensure smooth account-opening, customer facilitation, operational reporting, and branch-level administrative work in coordination with the Head Office.
Responsibilities
- Supervise customer account opening through CDC CGP and BOP/eClear-related systems.
- Maintain customer records, branch data, account-opening status sheets, statements, and follow-up reports.
- Facilitate customers regarding trading-related operational issues and coordinate with equity traders where required.
- Supervise branch support staff for timely completion of account-opening and customer-service tasks.
- Handle branch-level accounts, salary sheets, expense records, statements, returns, and tax-related documentation.
- Ensure customers are not given unauthorized investment advice, trading commitments, or unrealistic profit expectations.
Required Qualification
- Minimum Bachelor’s degree in Finance, Economics, Accounting, Business Administration, Commerce, or a related field.
Required Experience
- 3 to 5 years of relevant experience in banking operations, brokerage operations, financial services, customer onboarding, branch operations, or account management Candidates with experience in PSX brokerage, CDC, NCCPL, banking operations, KYC, or account-opening processes will be preferred.
Required Skills
- Practical understanding of customer onboarding, documentation, biometric verification issues, and financial data handling.
- Good working knowledge of Excel, reporting sheets, statement preparation, and basic accounting records.
- Ability to work with branch staff, customers, traders, and Head Office instructions in an organized manner.
- Clear communication skills in Urdu and English.
- Strong follow-up ability and attention to detail.
- Hands-on working attitude with ability to manage operational deadlines
Important Note
This is a practical branch operations role, not a desk-only supervisory position. The candidate must be willing to actively follow up, resolve operational issues, maintain records, support customers, and supervise branch-level work directly.
Skills
Job Details
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