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Faizan Ali, Executive Officer – Training, Development & Operations

Faizan Ali

Executive Officer – Training, Development & Operations·Jubilee Life Insurance,

Pakistan

Master's degree, Marketing

Work experience

Total years of experience: 10 years, 0 months

Executive Officer – Training, Development & Operations

January 2023 - Present

Jubilee Life Insurance,

Karachi, Pakistan

January 2023 - Present

• Design and deliver structured training programs across multiple departments and organizational business functions
• Manage training calendars, schedules, logistics, ensuring smooth execution and timely completion of all sessions
• Maintain accurate training records, databases, and documentation for reporting, auditing, and compliance requirements
• Ensure compliance with internal policies, regulatory standards, and organizational procedures in daily operations consistently
• Coordinate internal audits, reporting activities, and analyze operational data to improve training effectiveness continuously

Company industry:
Insurance & TPA

Senior Officer – Training, Development & Operations

January 2021 - January 2023

Adamjee Life Insurance,

Karachi, Pakistan

January 2021 - January 2023

• Designed and implemented training programs aligned with organizational goals and workforce performance requirements
• Conducted Training Needs Analysis (TNA) to identify employee skill gaps and development requirements accurately
• Evaluated training effectiveness using KPIs, feedback surveys, and structured performance measurement systems
• Developed SOPs and operational workflows to improve efficiency and standardize departmental processes effectively
• Implemented Learning Management System for digital tracking, monitoring, and reporting employee training progress

Company industry:
Insurance & TPA

Senior Relationship Manager

October 2020 - January 2021

Samba Bank Limited,

Karachi, Pakistan

October 2020 - January 2021

• Managed high-value client portfolios ensuring retention, satisfaction, and long-term sustainable business relationship growth
• Achieved sales targets across loans, deposits, credit cards, and investment banking products consistently
• Assessed client financial needs and provided tailored banking and financial solutions according to requirements
• Developed new business opportunities through networking, referrals, and proactive market engagement activities effectively
• Ensured compliance with AML and KYC regulations across all customer transactions and processes strictly

Company industry:
Banking

Relationship Manager

November 2016 - January 2017

Habib Bank Limited (HBL),

Karachi, Pakistan

November 2016 - January 2017

• Promoted banking products including loans, accounts, credit cards, and investment solutions to clients
• Developed client relationships through referrals, networking, and structured market outreach activities
• Achieved assigned sales and deposit targets within defined performance timelines successfully and efficiently
• Identified new business opportunities through market research and customer engagement initiatives actively
• Cross-sold banking products to increase revenue generation and customer portfolio value effectively

Company industry:
Banking

Business Development Executive

December 2015 - November 2016

Standard Chartered Bank,

Karachi, Pakistan Remote

December 2015 - November 2016

• Sold credit card products through direct marketing campaigns and field sales engagement activities
• Generated quality leads through corporate tie-ups, referrals, and retail customer engagement channels
• Conducted promotional activities, sales campaigns, and on-ground marketing events across multiple locations
• Managed complete sales cycle from lead generation to application submission and approval processing stages
• Achieved and exceeded monthly sales targets through consistent performance and customer engagement focus

Company industry:
Banking

Finance Billing Executive

January 2014 - January 2015

GroupM (Mindshare),

Karachi, Pakistan

January 2014 - January 2015

• Managed invoicing, billing records, and accounts receivable processes with high accuracy and efficiency
• Ensured accuracy of financial documentation, contracts, and billing data across departments consistently maintained
• Reconciled customer accounts and resolved discrepancies in financial records and transactions promptly and efficiently
• Assisted month-end closing activities and supported accurate financial reporting and analysis preparation processes
• Generated billing reports, aging summaries, and revenue analysis for management review and decision-making

Company industry:
Advertising

General Banking / Cash Officer

January 2012 - January 2014

Soneri Bank Limited,

Karachi, Pakistan

January 2012 - January 2014

• Managed daily cash transactions including deposits, withdrawals, remittances, and banking services efficiently
• Ensured strict compliance with KYC and AML policies during all banking transactions consistently
• Maintained accurate daily cash balancing and ensured zero discrepancies in cash handling operations
• Processed clearing instruments, pay orders, demand drafts, and online banking transactions efficiently daily
• Provided customer support and guidance regarding banking procedures and financial services consistently delivered

Company industry:
Banking

Education

IQRA University

January 2017

January 2017

Master's degree, Marketing

Pakistan

University of Karachi

January 2010

January 2010

High school or equivalent, Administration And Basic Sciences

Pakistan

Skills

BANKING

Intermediate

BANKING SERVICES

Intermediate

CURRICULUM DEVELOPMENT

Intermediate

CUSTOMER SERVICE

Intermediate

DATA ANALYSIS

Intermediate

FINANCIAL SERVICES

Intermediate

MANAGEMENT

Intermediate

OPERATIONS

Intermediate

ORGANISATIONAL POLICIES

Intermediate

RELATIONSHIP MANAGEMENT

Intermediate

Training and Certifications

Certifications
Customer Service & Self-Management Skills Workshop
Inspire RM Retail Program
Advanced Microsoft Excel & Accounting System
E-Learning Program