Qureos Mentor

BMA Investment Advisors

Job Purpose: To design, deliver, and manage sales training programs that enhance the knowledge, skills, and performance of the sales team while ensuring alignment with AMC products, regulatory requirements, and business goals.Key Responsibilities:<ul><li>Develop and implement comprehensive training programs for mutual fund sales teams.</li><li>Conduct product training on mutual funds, pension funds, and investment solutions.</li><li>Train teams on SECP regulations, compliance requirements, and ethical selling practices.</li><li>Identify skill gaps and design targeted training modules.</li><li>Conduct regular sales coaching, field visits, and performance assessments.</li><li>Develop training materials, presentations, assessments, and e-learning content.</li><li>Collaborate with Sales Heads to align training with business objectives.</li><li>Track training effectiveness and maintain training MIS/reports.</li></ul>Requirements:<ul><li>Bachelor&rsquo;s/Master&rsquo;s degree in Business, Finance, or related field.</li><li>4&ndash;7 years of sales training experience, preferably in AMC/financial services.</li><li>Strong communication, presentation, and coaching skills.</li><li>In-depth understanding of mutual fund products and regulations.</li></ul>Job Type: Full-timeWork Location: In person

Sales Training Manager – Lahore

Job Purpose: To achieve sales targets by expanding the investor base, managing distribution relationships, and promoting mutual fund products in Karachi.Key Responsibilities:<ul><li>Achieve monthly and annual sales targets for mutual fund products.</li><li>Source and acquire individual and corporate investors.</li><li>Build and maintain strong relationships with distributors and investment advisors.</li><li>Conduct investor awareness sessions, presentations, and sales meetings.</li><li>Prepare sales reports and maintain client data in CRM.</li><li>Ensure compliance with SECP guidelines and internal policies.</li><li>Provide after-sales support and maintain strong client servicing standards.</li><li>Work closely with the Sales Head to execute sales strategies.</li></ul>Requirements:<ul><li>Bachelor&rsquo;s degree (MBA preferred).</li><li>3&ndash;5 years of sales experience in AMC, banking, or financial services.</li><li>Strong client relationship and communication skills.</li><li>Deep knowledge of mutual funds and investment products.</li></ul>Job Type: Full-timeWork Location: In person

Sales Manager – Karachi

Job Purpose: To lead fund sales by acquiring high-value investors, strengthening institutional relationships, and driving business growth for mutual fund and investment solutions.Key Responsibilities:<ul><li>Drive sales of mutual funds, pension funds, and investment plans.</li><li>Acquire HNWIs, corporates, and institutional clients.</li><li>Manage and grow key distributor and banking relationships.</li><li>Conduct presentations, product pitches, and investment discussions.</li><li>Ensure exceptional client servicing and portfolio follow-ups.</li><li>Track market trends and competitor offerings.</li><li>Achieve targets while ensuring compliance with SECP and internal policies.</li><li>Prepare sales forecasts, MIS, and business development reports.</li></ul>Requirements:<ul><li>Bachelor&rsquo;s/Master&rsquo;s in Business, Finance, or Economics.</li><li>4&ndash;7 years of AMC or financial sector experience in fund sales.</li><li>Strong understanding of investment products, markets, and regulations.</li><li>Excellent negotiation and stakeholder management skills.</li></ul>Job Type: Full-timeWork Location: In person

Fund Sales Manager – Karachi

Key Responsibilities:<ul><li>Monitor, verify, and accurately update all daily Corporate Action announcements (e.g., dividends, stock splits, bonuses, rights issues) within the Back-Office system.</li><li>Process and validate client entitlements for all financial benefits resulting from corporate actions.</li><li>Maintain and reconcile the Client's Asset Segregation Statement between Central Depository Company (CDC) and internal Back Office records.</li><li>Demonstrate a strong understanding and management of Assets Under Custody (AUC).</li></ul>Regulatory &amp; Tax Processing:<ul><li>Calculate, process, and apply Capital Gains Tax (CGT) and Super Tax charges to client accounts via the Back-Office system.</li><li>Ensure accurate processing of all CGT tariff and other regulatory charges.</li><li>Maintain a thorough understanding of the rules and calculations for CGT and other applicable taxes.</li></ul>Operational Excellence &amp; Reporting:<ul><li>Perform daily and monthly reconciliations to ensure data integrity across all systems.</li><li>Utilize advanced Microsoft Excel and Google Sheets skills for data analysis, reporting, and process improvement.</li></ul>Required Skills and Qualifications:<ul><li>Experience:&#8239;2-3 years of proven experience in a back-office or settlement operations role, preferably within a brokerage house or financial institution.</li><li>Technical Systems:&#8239;In-depth, hands-on experience is essential with:</li><li>CDC&#8239;(Central Depository Company) systems</li><li>NCCPL&#8239;(National Clearing Company of Pakistan) systems</li><li>Back-Office processing systems</li><li>Industry Knowledge:&#8239;Strong understanding of:</li><li>Equity Settlement Operations</li><li>Asset segregation principles and reconciliation.</li><li>The calculation and application of CGT, Super Tax, and other regulatory charges.</li><li>Analytical Skills:&#8239;Advanced proficiency in Microsoft Excel and Google Sheets (e.g., pivot tables, VLOOKUPs, complex formulas) for data management and reporting.</li></ul>Job Type: Full-timeApplication Question(s):<ul><li>Current Salary</li><li>Expected Salary</li></ul>Work Location: In person

Senior Officer Settlement Operations

Looking forward to connect with HR profiles having hands on experience of HRMIS &amp; HR Software.* Company: BMA Capital* Location: II Chundrigar Road, Karachi* Timings: Monday - Friday, 9:00 AM - 6:00 PMEligibility Criteria:* Bachelor's degree, preferably in HR- Past experience in HR Operations- Familiarity with using HR software- Proficiency in MS Excel and G Suite- Strong communication and teamwork skillsResponsibilities:- Ensure accurate and timely payroll processing.- Manage employee exit procedures and clearance processes.- Oversee payroll account opening, UIN tagging, and the issuance of visiting cards for new staff.- Ensure the timely renewal of Group Health, Group Life, and Pay Continuation insurances.- Process EOBI and SESSI monthly payments promptly.- Manage regulatory benefits and processes for employees.- Monitor and update employee attendance on a monthly basis.- Maintain the master sheet of employees.- Update data in HRIS systems.- Ensure proper file maintenance.- Assist in the processing of employee loan and leave cases.- Address employee grievances in a professional and efficient manner.Job Type: Full-timePay: Rs45,000.00 - Rs60,000.00 per monthApplication Question(s):<ul><li>Current Notice Period?</li><li>Current Company Size (total Head count) ?</li><li>Current Gross Salary per month?</li><li>Expected Gross Salary per Month?</li><li>Name(s) of HR Software with hands on experience?</li></ul>Experience:<ul><li>HRMIS &amp; HR Software: 1 year (Preferred)</li><li>HR operations: 1 year (Preferred)</li><li>HR Payroll Management: 1 year (Preferred)</li><li>EOBI, SESSI, Medical Insurance: 1 year (Preferred)</li></ul>Work Location: In person

HR Operations Officer