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Summary
Professional having 4 years experience in the banking. competent with skills to handle customers. now working in AMC as senior wealth advisor
Experience
senior wealth advisor
currently working as Senior Wealth Advisor at one of leading AMC UBL Fund Managers. assigned duties includes generation of fresh AUM , providing outclass customer service to every customer. keeping an eye on day to day activities of customer's account. forwarding customer's request including conversion of funds, redemptions & addition .
achieving targets , maintaining customer data on CRM software on regular basis.
arranging customer meetings for solving customer's queries & providing advisory services regarding their funds.
cso
worked as Customer Service Officer in Al baraka bank pakistan limited formely burj bank. main responsibilities include providing high class customer service to every customer weather existing or walk in.
Deposit mobilization
Deepening in existing accounts.
worked as Back up of operation staff.
worked as back up for Relationship Manager.
complete account opening process.
