Job Title: Documentation Executive – Colombo
Company Introduction
Capital TRUST Holdings Limited is a dynamic and diversified group with a strong presence across multiple industries including stock brokering, investment advisory, real estate, education, IT, and packaging. Our flagship company, Capital TRUST Securities (Pvt) Ltd, is a top-ranking member of the Colombo Stock Exchange (CSE), consistently leading the market in turnover and transaction volume for consecutive years. As we continue to grow, we’re looking for enthusiastic and persuasive professionals to join our Documentation Division.
Job Overview
We’re hiring Documentation Executives who are confident communicators and naturally driven by results. In this role, you’ll directly engage with existing clients to guide them through the process of opening Margin Trading Accounts and support the broader operations of the Documentation Division. If you enjoy client interaction, can explain financial services clearly, and want to grow within the capital markets sector, this opportunity is for you.
Key Responsibilities
- Call and engage with existing clients to explain the benefits of Margin Trading Accounts
- Share relevant documents and information via email and WhatsApp in a timely manner
- Follow up with clients to ensure account openings are completed successfully
- Maintain accurate records and documentation for all client interactions
- Support the Documentation Division with related administrative tasks as needed
Must-Have Qualifications
- Strong verbal communication and persuasive skills
- Prior experience in tele-sales, call centers, or customer service
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and email platforms
- Fluency in both English and Sinhala
Nice-to-Have
- Interest or knowledge in capital markets or financial services
- Experience working with CRM systems or client tracking tools
Location & Work Type
Colombo | Full-Time, On-Site
Why Work Here?
- Be part of Sri Lanka’s No.1 stock brokering firm
- Competitive salary with performance-based incentives
- Supportive team environment with career growth opportunities
- Gain first-hand exposure to the capital markets and financial services industry
How to Apply
Think you’re a great fit? We’d love to hear from you.
Send your resume with two non-related referees to ghr@capitaltrust.lk
Use the subject line: Documentation Executive
Apply within 10 days of this posting. Only apply if you’re genuinely interested – we value commitment and enthusiasm.