Senior Wealth Advisor
UBL Al Ameen Islamic Financial Service (Pvt) Ltd
مجموع سنوات الخبرة :20 years, 4 أشهر
Potential pipeline of 10 times the target.
•Daily Activity of visiting 3-4 clients per day or as per the client base
•To be update of company products/features an knowledge of funds ETC.
•To be discipline and presentable.
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•Opening business account of self employee customer and maintain funds in their accounts.
•Brought fresh deposit of 60 million (CASA) 125 Account.
•Cross sell of Banca (Insurance) and Auto Loan.
•Explain to customers the different types of loans and options that are available, as well as the terms of those services.
•Handling discrepancy related to Application.
•Follow up end to end process with operation team for case booking and disbursement.
•Create and maintain MIS with, customer follow up dates, pipeline, case log in and references.
•Have been Achieving stiff targets consistently.
Opening business account of self employee customer and maintain funds in their accounts.
•Achieved Sales targets assigned for Consecutive 2 years.
•Brought fresh deposit of 150Million (CASA) 850 Account.
Achieved Sales targets assigned for Consecutive Six months.
•Brought fresh deposit of 90 million (CASA) 390 Account.
•Manage Sales, & Achieved the Assigned Targets.
Dealing in the sales/marketing (Local & Export) & also performing all jobs as a personal Assistant to Manager Marketing.
•Arranging Samples Presentations for Customers (for A, B, C and Short Pcs.) independently.
•Handling directly all orders of Karachi & Lahore market.
•Order follow-up from Order-to-Ship.
•Hunting new buyers & recovery of outstanding payment.
Karachi in. •S.S.C (Science) from Board of Secondary Education Karachi in.
Karachi in. •S.S.C (Science) from Board of Secondary Education Karachi in.