md imtiaz

Supervising and addressing HNI clients' banking and investment needs.
•Utilizing financial acumen and investment expertise to review client data, align needs through superior service, and facilitate enhanced customer experiences.
•Driving business development across liabilities, assets, and fee sectors to maintain and augment growth in relationship value, revenues, and client retention.
•Realizing product-specific goals and cross-selling products based on demographic, lifestyle, and risk profiling.
•Devising outbound and inbound sales strategies to secure new HNI Clients, expanding the customer base of the portfolio.
•Undertaking risk profiling of all assigned clients and presenting investment products aligned with the client's risk profile.
•Ensuring client availability by updating contact details in all necessary systems and maintaining regular contact with all assigned clients.
•Resolving queries for all assigned clients within the specified turnaround time.

Facilitated meetings with potential clients and identified new sales opportunities.
•Addressed queries, complaints, and requests from centers via email and telephone.
•Ensured and improved regulatory compliance in all areas of responsibility.
•Researched the latest products and regulations.