Senior Mutual Fund Specialist
Al Meezan Investment Management
Total years of experience :10 years, 1 Months
Supervision and team leadership of Sargodha Region (consisting 4 areas of 33 Branches).
Business development through local & RDA Investors.
Assisting HO in assigning sales leads and feedback collection.
Assisting Area Office in different assignments of information dissemination, data collection, budgeting of wealth management targets and other tasks.
Implementing and ensuring KYC, CDD & Transaction Monitoring policies & practices.
Conducting training of new and existing mutual fund specialists and staff of allocated branches of Meezan Bank Ltd.
Client Relationship Building through active sales calls.
YTD Targets of mutual funds before time.
Consecutively achieving annual targets from 2016 and onward.
Simulation based training sessions conducted and organize for sales staff.
Providing Investment Advise, Tactics and Recommendations
Awareness of Mutual Fund in Society
Client Relationship Building
Manage and Boost Area Sales Targets
Liaising with the Area Branches
Solving Area Queries regarding Investment Plans
Interviews
Demonstration Management
Scheduling
Employee Record management
Payroll Management
Forms
Event management
Backup staff management
Employee performance
Service Quality Management
HR Coordinator
(Candidates Short listing, Employee Performance Evaluation, Exit Interview Planning & Questionnaire )
Examination Coordinator (Exams conduction & Arrangements, Exams duties scheduling, Backup staff arrangement, Other necessary documentation)
Lectureship (Subjects : HRM, Management)
This degree is of 1.5 years after four year graduation. It consists on 10 courses out of which 6 subject are related with HRM Specialization. At the end of semester, a research project was submitted, and "Best paper Award" and "Award Shield"was received. Degree is successfully completed.
At the end of the degree a research work was submitted. Now this research work is under review process.
Basic Accounting course.
Secondary School Certificate.