Qureos Mentor

HBL Microfinance Bank LTD

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 Job Description:
 
 
 
 
 
 
 
 Financial Management
 
 
 
 
 
 
 Prepare financial records and the necessary journal vouchers on a daily basis in accordance with IFRS accounting standards to ensure the overall quality and accuracy of accounting information, including the Fund trial balances and other accounting reports.
 
 
 
 
 
 Prepare periodic Bank Reconciliation Statements of all Funds&rsquo; accounts.
 
 
 
 
 
 Prepare calculation of profits on Bank Account and Investments.
 
 
 
 
 
 Prepare monthly payroll contribution reconciliation.
 
 
 
 
 
 Prepare Annual Profit Distribution sheets, including its appropriate transfer to Fund Management System under the supervision of Manager Funds.
 
 
 
 
 
 Appropriately update Provident Fund Member Register including.
 
 
 
 
 
 Assist Manager Funds in preparation of monthly and quarterly Financial Statements of the Funds on the timely and accurate manner.
 
 
 
 
 
 Assist Manager Funds for Permanent and Temporary Withdrawals by employees from Provident Fund.
 
 
 
 
 
 Prepare appropriately detailed withdrawal schedules and withdrawal reconciliations.
 
 
 
 
 
 Assist Manager Funds in data preparation, in liaison with HR Department, for Actuarial Valuations for Gratuity Fund.
 
 
 
 
 
 Assist Manager Funds in finalization of Actuarial Valuation reports.
 
 
 
 
 
 Prepare monthly investment schedules and related information.
 
 
 
 
 
 Assist Manager Funds for activities related to meetings of Board of Trustees of HBL MfB Provident Fund Trust and HBL MfB Gratuity Fund Trust.
 
 
 
 
 
 Assist Manager Funds in maintenance of minutes of the meetings of Board of Trustees.
 
 
 
 
 
 
 Final Settlement Process
 
 
 
 
 
 
 Prepare financial calculations for profit on standard approved rates for leavers.
 
 
 
 
 
 Reconcile transferred profits in final settlements to ensure completeness and accuracy.
 
 
 
 
 
 Prepare calculation of Zakat workings where applicable.
 
 
 
 
 
 Prepare calculation of last (out of payroll) contributions and related deductions.
 
 
 
 
 
 Prepare cheques payable to outgoing employee for final Provident Fund and Gratuity Fund (if applicable) payments with accuracy.
 
 
 
 
 
 Prepare cheques of any outstanding amounts payable to HBL MfB (if applicable).
 
 
 
 
 
 Assist Manager Funds in liaison with related departments for Final Settlement Process.
 
 
 
 
 
 
 Annual Financial Statements and Audit Management
 
 
 
 
 
 
 Assist Manager Funds in preparation of Annual Financial Statements for HBL MfB Staff Provident Fund Trust and HBL MfB Staff Gratuity Fund Trust in accordance with applications reporting standards, laws, regulations and Trust Deeds, including relevant appropriately detailed notes to the statements.
 
 
 
 
 
 Prepare accurate and complete information as per requisitions.
 
 
 
 
 
 Assist Manager Funds to manage of Annual External Audit exercise.
 
 
 
 
 
 Prepare accurate and complete information as per Internal Audit department&rsquo;s requisitions.
 
 
 
 
 
 Assist Manager Funds to manage annual/ periodic Internal Audit exercises.
 
 
 
 
 
 
 Taxation and Other Regulatory Procedures
 
 
 
 
 
 
 Assist Manager Funds in filing of Exemption Application for With Holding Tax Exemption Certificate with FBR for Dividends and Profit on Debt.
 
 
 
 
 
 Prepare Zakat working on quarterly basis paid to Government Authority.
 
 
 
 
 
 Prepare accurate annual return on a timely basis.
 
 
 
 
 
 
 Business Process Improvement
 
 
 
 
 
 
 Continuously looking for areas of improvement and development which could lead to achievement of efficiency and effectiveness in business processes, which are not limited to the responsibility core function.
 
 
 
 
 
 
 Job Specification:
 
 
 
 
 
 
 2 to 4 years of relevant work experience in reporting, financial statement preparation
 
 
 Bachelors or Masters/ Advance degree preferred (Finance, Business administration with concentration in Banking and Finance / financial management) from a reputed university (ACCA qualified preferred)
 
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Assistant Manager Funds

<div>
 
 
 Job Description
 
 
 
 
 Branch Customer Experience - Uplift
 
 
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 Ensure Branch Physical/Virtual visit to check the overall branch customer experience. Preparing customer experience report of the branch as per the defined criteria well within timeline as per quarterly roster.
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 Highlight the observations &amp; share them with the branches/Area/region team through email for corrective measures.
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 Follow-up till closure with branches/Area/region &amp; relevant Head office stakeholders for issue resolution and maintain trackable record. Closure of issue benchmark is 60% + monthly
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 Responsible for branch-wise analysis on a monthly/quarterly basis concerning visit observations.
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 Drive customer conversion to digital ranking and digital channels &amp; Improve pension and salary branch management with positive/improving trend
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 Reinforce a culture of excellent customer greetings and first impressions floor Management.
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 To assess branch awareness and ownership of complaint handling procedures, Surprise complaints box check on quarterly basis.
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 </ul>
 
 
 Customer Experience Quality Assurance
 
 
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 Assist line manager to promote the delivery of excellent and consistent customer services ensuring that processes are followed by the branch teams.
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 Build sustainable relationships and engage Internal and external customers by interacting with the customers during visits Overall responsible for managing customer experience initiatives at the regional level.
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 Develop Customer experience culture in branches/PBs and play a vital role in branch look &amp; feel improvement.
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 Regularly follow up on SCD, CCTV, Complaints and other uncertain issues for timely resolution.
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 Regularly update contact directories and maintain the CX Picture Directory. Conduct daily dress code compliance checks and share updates.
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 Ensure timely rollouts of CER reports and performance trackers. Bridge between branches, HO and CX HO team for smooth operations.
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 Work for Quantitative performance and deliverables.
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 </ul>
 
 
 Performance KPI Scorecard:
 
 
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 <li>
 Ensure to maintain Monthly Staff service KPI score.
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 Conduct monthly meetings with regional teams for performance alignment.
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 Share Weekly/Monthly meaningful&amp; timely performance logs with the HO CX team.
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 </ul>
 
 
 MIS &amp; Record Keeping
 
 
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 Ensure to keep proper records of reports/correspondence ensuring safe custody and maintain day to day discipline as per approved policies &amp; procedures of the bank
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 Assist in all monthly, quarterly regional reports.
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 Strong follow-up in compilation of reports &amp; data from branches.
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 Ensure availability of all data &amp; record consolidation &amp; review of customer experience reports received from Ensure the creation of CX portal user IDs in coordination with the HO team. Follow-up with relevant distribution/ area/ branches to ensure timely complaint closure from relevant branch/area.
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 </ul>
 
 
 Training &amp; Development:
 
 
 <ul>
 <li>
 Conduct training at the regional/Area/Branch level to improve customer experience reports/ results shared by the HO team.
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 Ensure periodic training &amp; evaluate the needs as and when required.
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 Actively participate in all campaigns launched in Bank.
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 <li>
 Conduct Zoom and physical training session induction training sessions for branch and field staff &amp; share with HO team on timely basis.
 </li>
 </ul>
 
 
 
 
 
 Job Specifications:
 
 
 
 1-3 years&rsquo; experience on customer experience position in banking sector / service industry.
 
 
 Minimum bachelor&rsquo;s from HEC recognized institute.
 
 
 
 
 
 
 Knowledge / Skills:
 
 
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 Effective presentation &amp; report writing skills.
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 Good Communication skills
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 Data Analysis
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 Experience of planning, prioritizing, organizing own work, and managing multiple deadlines.
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 </ul>
 
 Willing to travel across the country as required in the course of business requirements
 
</div>

Customer Experience Executive

Join HBL Microfinance Bank LTD and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

HBL Microfinance Bank LTD

ABOUT_COMPANY

Assistant Manager Funds

Customer Experience Executive