Accounting & Sales Support Officer
HabibBankLtd,RegionalHQMZDAzadKashmir
Total years of experience :10 years, 4 Months
• Open new accounts for customers, including savings accounts, current accounts, and fixed deposits.
• Assist customers with account-related inquiries, transactions, and account maintenance requests.
• Process account closures and account transfers according to established procedures.
• Ensure accuracy and completeness of account documentation and compliance with regulatory requirements.
• Identify sales opportunities and cross-sell banking products and services to meet or exceed sales targets.
• Promote the bank's offerings through proactive engagement with customers, both in- person and through outbound calls.
• Conduct needs assessments to understand customers' financial goals and recommend appropriate solutions
• Follow up with customers to ensure satisfaction and promote repeat business.
• Maintain accurate records of customer interactions, sales activities, and account transactions.
• Prepare reports on sales performance, account openings, and customer feedback for management review.
• Compile documentation for audits, regulatory examinations, and internal reviews as needed.
Preparing of Classified abstracts/Accounts, Maintaining head wise expenditure daily, weekly, monthly, yearly.
Letter typing, English/Urdu.
Formatting, Record Keeping, Officer cards making.
Installation of all software, formatting all types of tables in Word/Excel.
Preparing and maintaining of daily, monthly and quarterly book keeping and cash management reports, expense management and other financial activities.
Preparing monthly bank reconciliation statement.
Preparing summaries for reimbursement of cash from ADB.
Experience: March, 2014 to March 20016
Implementer: TCF Relief Fund and School Construction
•Overall supervision of the project activities in a way to make it a complete success
•Prepare weekly, monthly, and PPM report and presentation
•Manage files in a systematic manner
•Open bank accounts
•Formation of financial records of project
•Develop/ produce computer based special format
•Controlling incoming and outgoing phones and mails
•Maintenance of filing system
•Preparing summaries for reimbursement of cash from head office
•Preparing monthly bank reconciliation statement
•Assistance in the organization of workshops and seminars
•Prepare computer based reports
•Organizing’ managing and maintenance of office support activities including secretarial’ data processing’ purchasing of equipment for office’ building services and hospitality to visitors
• Management of all protocol matters: Arrangement of meetings with govt. agencies and with other partners
•Keep and update list of names, addresses and telephone numbers of different NGO’S, relevant government officials, donors, partners
•Financial analysis of different construction projects
•Preparing and maintaining of daily, monthly and quarterly book keeping and cash management reports, expense management and other financial activities
Preparing of plane on company software
chatter domel branch Muzaffarabad, where I worked in bills and remittances department, cash management department as well as in credit department