Managing and optimising a diverse investment portfolio exceeding 100 million PKR, with a strong focus on equity funds, ensuring consistent capital appreciation and client wealth maximisation.
Development and execution of personalised investment strategies, aligning with clients’ financial objectives, risk tolerance, and market dynamics.
Cultivating and maintaining long-term client relationships, providing expert financial guidance, market updates, and portfolio reviews to ensure sustained engagement and trust.
Driving mutual fund sales growth, consistently achieving and surpassing assigned targets through strategic prospecting, client referrals, and effective advisory solutions.
Ensuring strict adherence to regulatory frameworks, including SECP guidelines, AML policies, and internal compliance protocols, safeguarding the integrity of financial transactions.
Lead and mentor a team of junior financial advisors, fostering professional development, knowledge-sharing, and high-performance sales culture.
Introducing unique business development initiatives, expanding the client base and enhancing revenue generation through innovative financial planning and investment advisory services.
Colluded with internal teams to enhance fintech product features based on client feedback, leading to a 30% increase in platform user engagement.
Tracked and reported on key performance indicators (KPIs), showcasing a 20% improvement in efficiency of service delivery and a 10% rise in overall satisfaction.
Conduct in-depth market research and financial analysis to identify lucrative investment opportunities, leveraging data-driven insights to enhance portfolio performance. 

Assisted in development and implementation of risk management policies and procedures to ensure regulatory compliance. Successfully resolved 95% of client inquiries on the first contact, surpassing industry benchmarks. Implemented a customer segmentation strategy for Premium Banking, resulting in a 20% increase in personalized service delivery. Conducted training sessions for the team, resulting in a 20% improvement in product knowledge proficiency. Conducted root cause analysis for client complaints, leading to a 30% reduction in recurring issues. Assisted clients to understand thorough credit analysis of commercial loan applicants, including assessing their financial statements, credit history, and other relevant factors, to determine their creditworthiness and assess risk. Managed a portfolio of high-value clients, contributing to a 15% increase in overall revenue. Processed dial a cheque and cash on call loan applications in accordance with established policies and procedures, including evaluating collateral and determining appropriate interest rates. Utilized sales and marketing strategies to increase revenue and expand the bank’s customer base, including cross-selling financial products and services to existing clients. Maintained an average customer retention rate of 90% by utilizing CRM systems effectively.