Senior Sales Support Specialist - Asset Management

HBL Asset Management Limited; Karachi Division; On-site; PKR 1,000,000 - 1,500,000; Full time

Job summary

HBL Asset Management Limited is seeking an Operations Support professional to assist Retail and Corporate teams with daily transactions, customer inquiries, and compliance approvals. The role focuses on accurate data entry and efficient handling of digital channels.

The ideal candidate has 2–3 years in financial services customer support, strong MS Office and CRM skills, and a proven ability to coordinate with Compliance and Operations to resolve issues promptly.

Qualifications

• Bachelor's degree in a relevant discipline from a recognized university.
• 2–3 years of experience in support function and customer service within financial industry.

Responsibilities

• Provide support to Retail and Corporate teams for operational growth.
• Interact with customers to respond to inquiries about products and services.
• Receive and screen daily transactions from Investors, Sales Teams & Distributors.
• Obtain approvals from Compliance to process daily transactions.
• Enter data into Daily Activity Report for all transaction types.
• Manage digital transactions received through digital channels.
• Assist sales staff with pre- and post-sales queries and issues.
• Handle discrepancies related to client applications or accounts promptly.
• Follow up on deceased accounts, KYC/AML/CRS issues and related discrepancies.
• Coordinate with Operations to address customer complaints and resolve grievances.
• Disseminate DAR for internal and external use.
• Coordinate with front desk for receipt of documents from all regions.

Skills

Customer service

Team leadership

Problem solving

Operations knowledge

Education

Bachelor's degree

Master's degree preferred

Tools

MS Office

CRM software

Data entry tools

Job description

HBL Asset Management Limited is seeking an Operations Support professional to assist Retail and Corporate teams with daily transactions, customer inquiries, and compliance approvals. The role focuses on accurate data entry and efficient handling of digital channels.

The ideal candidate has 2–3 years in financial services customer support, strong MS Office and CRM skills, and a proven ability to coordinate with Compliance and Operations to resolve issues promptly.