Creating the Invoices for various clients
Ensuring they get approved by Project Managers
Maintaining records of all the receivables
Coordinating the credit related issues with Account Managers and Project Managers
Following up with Project Managers and Clients for the collections
Providing Advisory services to individual clients regarding investments in Mutual Funds with exposure in Equity, Debt, Money and Commodities markets.
Worked as a professional Broker and was involved in Portfolio Management, Client Acquisition, Investment Consultancy and Active Trading of Stocks listed in Karachi Stock Exchange on behalf of our investors.
Performed some administrative tasks in various departments such as Accounts, Credits, Foreign Currency, Deposits etc.