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Digital Sales Executive

Company

HBL Asset Management Limited

Location

karachi division, Pakistan

Type

Full-time

The ideal candidate will be responsible for guiding new customers or users through the digital onboarding process, ensuring a smooth, efficient, and positive experience. This role involves assisting customers in setting up digital platforms, resolving onboarding issues, and ensuring complete the initial online investment process to make journey successful.

Job Responsibilities:

  • Manage end-to-end onboarding of new customers via digital platforms and tools.
  • Guide customers through account setup, digital verification, and online investment processes.
  • Help clients understand product features and usage.
  • Monitor onboarding progress and proactively follow up to ensure timely completion.
  • Capture and report customer feedback to improve the onboarding experience.
  • Track onboarding records in CRM for follow ups for reinvestment.
  • Continuously identify opportunities to optimize and automate digital onboarding j...

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