Area Manager Jun 2017 – To date
Responsible for setting sales generating goals with effective implementation of business development plan. Efficient sales lead management and development of retail sales team. In addition to, Recommending, recruiting and providing training to sales team and making sure administration of professional company code of conducts to be implemented. Recommend promotional activities in the best interest of company elevation.

Responsible for organizing, developing, supporting potential team members to help achieve individual targets and KPI’s while ensuring significant contribution to the success of the team/IC/Region and Department as a whole.
Duties
 Achieving targets including Net AUM, active customer base and profitability.
 Providing need based investment advisory services.
 Building strong and long term relationships with clients and providing excellent customer services.
 Generating referrals with the aim of expanding customer base.
 Resolving complaints/ issues, customer queries within TAT’s.
 Maintaining up-to-date record of meeting notes and calling activity.
 Recommending additions to UBL FM product shelf based on client feedback.
 Strictly adhering to the rules and policies relating to code of conduct, business ethics, processing policies and quality standards.
 Maintaining in-depth and up-to-date knowledge of all applicable investment products of the Company and its competitors.
 Ensure completion of assigned targets and achievement of KPI’s for assigned team. If any.
 Supporting team to enable target achievement.
 Identification of potential team members / direct report to AM.

Responsible for organizing, developing and delivering UBL Fund Manager’s Sales and Marketing strategy. In charge of ensuring that existing and new customer relationships are strengthened to continue to grow, and that revenue and profit targets are achieved.
Duties
 Achieving targets including Net AUM, active customer base and profitability.
 Providing need based investment advisory services.
 Building strong and long term relationships with clients and providing excellent customer services.
 Generating referrals with the aim of expanding customer base.
 Resolving complaints/ issues, customer queries within TAT’s.
 Maintaining up-to-date record of meeting notes and calling activity.
 Strictly adhering to the rules and policies relating to code of conduct, business ethics, processing policies and quality standards.
 Maintaining in-depth and up-to-date knowledge of all applicable investment products of the Company and its competitors.
 Ensure completion of assigned targets and achievement of KPI’s.

 Process an average of 1540 invoices per month.
 Prepare and issue Checks to vendors.
 Financial Auditing and Accounting in ERP Oracle Application.
 Reduce time and costs and increase efficiency by doing hard work.
 Calculate figures such as discounts, percentage allocations and credits.
 Verify details of transactions, including funds received and total account balances.
 Code the general ledger and process vendor invoice payments.
 Deposit third party checks, as well as monthly reserve transfers.
 Coordinate approval process of all accounts payable invoices.
 Balance batch summary reports for verification and approval.
 Rectify escalated accounts payable issues from employees and vendors.
 Maintain Cost Sheet of all Payable vouchers.