Regional Sales Manager Bancassurance (Takaful)
Dawood Family Takaful
مجموع سنوات الخبرة :17 years, 3 أشهر
Managing the Bancassurance Business with different banks like Silk Bank, Al-Baraka, Soneri Bank, etc.
Being responsible to manage the Banca Takaful Business for the Lahore and Remote areas.
Hiring the team of takaful business specialist to manage the sales by coordinating with bank staff.
Working as a back up of Branch manager where Regional Manager of Islamic Branch Banking is heading the region. I am responsible to manager the CASA sales, branch service & quality, branch audit and portfolio management of the branch.
I am also responsible to assist the other branches staff in managing the Takaful Business (Bancassurance Shari-ah Complaint saving and insurance plan )
July - 2013 NIB Bank Pakistan Limited
Priority Relationship Manager
• To manage the portfolio of Priority and core customers along with SME business partner
• Managing the portfolio of 300 Million by providing them appropriate business solutions.
• To facilitate them by providing qualitative services on need based conversations.
April - 2012 - April 2013 Standard Chartered Bank (Pakistan) Limited
Wealth Specialist - WM (Banca, Investment & PIB's / Sukuks)
• Managed the Islamic Wealth business for Central Region. (New Business setup a challenging Role)
• Responsible for meeting sales targets through motivating and developing staff, consistently achieving and surpassing Key Performance Indicators.
Over all I successfully managed the 4 Islamic Branches of standard chartered Saadiq, an Islamic set up.
A real time of learning in managing the team and business for four region regarding the wealth management for the regions like, 1) SME, 2) Two region of Retail Banking, 3) New Business (CASA),
• In year 2011, generate the revenue of amount 31 million from four regions by selling Bancassurance and investment products along with two team members.
• Closed year 2010 with 11 Million revenue (in six months) of Bancassurance form one region as individual
• Pan country top performer in SME wealth product sales both Bancassurance & Investments,
• Supporting and coaching Branch Managers and Sales staff to reach their Bancassurance and Investment targets
• Having first hand experience of handling the SME business for Wealth management
For the time being due to some management changes, bank appoint me as a Relationship Manager for Priority Banking where I managed the portfolio of worth 500 million mostly based on high net worth customers. I was responsible to provide them the financial solution on needs based conversations.
Over all CASA Growth in 6 month : 45 Million
Bancassurance Sold : 2.5 Million
Investment mutual funds sold : 30 Million
Credit Card sales : 6
Later on in June 2010, management again appoint me as Area Sales Manager for wealth management.
• Top Area Sales Manager Pan Pakistan in year 2009 by covering all aspects like sales, compliance, mis selling, variance and time management
• Lead the region with best sales practices in 2008 & 2009 along with 5 team members.
• Cross sold CASA account of worth 50 Million and 30 Credit Cards
• Reporting to the Regional Sales Manager wealth management by managing team of 4 Bancassurance financial consultants from a region
• Supporting and coaching Branch Managers and Sales staff to reach their Bancassurance and Investment targets
• Reporting to BSM & RH Branch Banking Central
• Managing the branch portfolio of PKR 200 million to generate Bancassurance and Investment business
• Participated in launching the JS fund (CPF- I) and generate the seed capital of 60 million along with 8.5 million Bancassurance which was my prime responsibility
• Top performer Pan Pakistan in year 2007 in terms of Bancassurance business
• To assist the RSM in creating the awareness on Bancassurance and investment via ongoing training for adequate lead generation through assigned branches
• Develop strong relationship with and provide Bancassurance and Investment related assistance to all the branch staff, RH, BM's, FM's, CRM's & PFC's in the region
• Since Dec. 2006 to Dec. 2008 personally sold,
• Closed Bancassurance sales of PKR 21 Million
• Cross sell Vanilla Mutual Funds of PKR 120 Million
• Cross sell CPF I sale of PKR 60 Million
B.A (Economics) BZU Multan (2002)