Personal Information
Organization / Workplace
Pakistan Pakistan
Occupation
Officer - IR
Industry
Finance / Banking / Insurance
About
• To understand fully all clients market segments.
• To attend and keep the records of the telephonic enquiries in the absence of Sales Staff.
• Prepare Management fee sharing matters and send the cheaques to all distributors.
• Perform all SECP related job related to all funds.
• Perform FMS work Including:
• Enter NAV data.
• Enter all the Sales.
• Enter all the Redemption.
• Enter Encashment.
• Upload Bonus Files.
• Enter all Conversion.
• E-mail Statement of account as request of clients.
• Updating and, suggesting the corporate / individual clients, to invest in most profitable vehicle available.
• Updating, maintains units holder record by reconciling w...
Contact Details
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