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Muhammad Zeeshan Pervaiz, direct sales agent

Muhammad Zeeshan Pervaiz

direct sales agent·Doha Bank

Qatar

Master's degree, Business Administration

Work experience

Total years of experience: 15 years, 11 months

direct sales agent

November 2024 - Present

Doha Bank

Doha, Qatar

November 2024 - Present

Company industry:
Banking
Job role:
Sales

Direct Sales Agent

November 2024 - Present

Doha Bank

Doha, Qatar

November 2024 - Present

• Developed analysis of customer base that redefined accuracy of services and product usage that
helped bank redefine how to market, leading to increase in personal account and increase in new
business accounts.
• Present the banking products/ services to potential clients.
• Look for business opportunities within companies portfolio
• Responsible to drive the cross sell/ upsell activities and achieve the assigned sales targets
• Promoting and selling Credit cards and Personal loans
• Build and nurture strong client relationship to generate new business opportunities
• Working outside of a traditional retail Lulu Kiosk
• Listing new companies to offer there staff Bank products
• Opening current account and savings account to increase bank deposit portfolio
• Selling Bancassurance and investment plans
• Dealing with Priority customers and give them profitable solutions
• Provided the quality banking services at customer doorstep
• Adherence of Customer KYC
Company industry:
Banking
Job role:
Sales

relationship manager

June 2023 - April 2024

United Bank Limited

Lahore, Pakistan

June 2023 - April 2024

Company industry:
Banking
Job role:
Banking

Banking Relationship Manager

June 2023 - April 2024

United Bank ltd

Lahore, Pakistan

June 2023 - April 2024

• Clint Relationship Management
• Enhance and introducing new clients
• Identifying customer needs and taking proactive steps to maintain positive experiences.
• Manage & Digitize incoming banking transaction traffic at Branches & Premium Banking Hubs
• Credit cards, personal loan, Auto Financing
• Selling Investment plans
• Generate sales leads at point of contact based on assessment of client needs
• Understanding customer needs and provide them with (BANCASSURANCE) issuance
• Identify and assess client needs holistically at point of contact & deliver delightful experiences
• Makes outdoor sale calls
• Achieve target on monthly basis
• Deposit mobilization Current and savings
Company industry:
Banking
Job role:
Banking

Senior Relationship Manager

June 2023 - April 2024

United Bank ltd

Lahore, Pakistan

June 2023 - April 2024

• Manage a team of outdoor Sales Advisors and lead them from the front. Execute the sales plan and
monitor the results and take corrective actions
• Enhance and introducing new clients
• Identifying customer needs and taking proactive steps to maintain positive experiences.
• Manage & Digitize incoming banking transaction traffic at Branches & Premium Banking Hubs
• Credit cards, personal loan, Auto Financing
• Selling Investment plans
• Maintain Customer Due diligence (KYC, CDD, EDD)
• Generate sales leads at point of contact based on assessment of client needs
• Understanding customer needs and provide them with (BANCASSURANCE) issuance
• Monitor the team Sales target daily and take corrective actions in case of any shortfall
• To effectively manage a sales Team and achieve financial and non-financial targets and
successfully meet the customer expectations
• Achieve target on monthly basis
• Deposit mobilization Current and savings
Company industry:
Banking
Job role:
Accounting and Auditing

Branch relationship manager

August 2019 - June 2023

MCB Bank Limited

Lahore, Pakistan

August 2019 - June 2023

Company industry:
Banking
Job role:
Banking

Relationship Manager

August 2019 - June 2023

MCB Bank Ltd

Lahore, Pakistan

August 2019 - June 2023

• Account opening, introducing new customers
• Handling sales team
• Collaborating with other Retail teams to enhance customer services and brand awareness.
• Credit cards, personal loan, Auto Financing
• Selling Investment plans
• Handle customers queries
• Understanding customer needs and provide them with (BANCASSURANCE) issuance
• Makes outdoor sale calls
• Achieve target on monthly basis
• Deposit mobilization Current and savings
Company industry:
Banking
Job role:
Accounting and Auditing

Admin & Logistics Officer

February 2017 - March 2019

Al Meer Trading

Al Muharraq, Bahrain

February 2017 - March 2019

• Deals in Tiles and Sanitary ware products
• Develop and enhance business relationship with the customers
• Selling building material products tiles, Sanitary ware & fittings
• Plan and coordinate inbound and outbound shipments
• Monitor inventory levels and maintain accurate stock records
• Prepare and verify shipping documents(invoice, packing list, B/L AWB, delivery notes)
• Track shipments and resolve delays and delivery issues
• Coordinate with warehouse, procurement, and sales teams
• Maintain logistics reports and performance metrics
Company industry:
FMCG
Job role:
Administration

➢ Al Meer Trading (ALMEER GROUP)

February 2017 - February 2019

Al Meer Group

Ar Rifa, Bahrain

I found this job using Bayt.com

February 2017 - February 2019

My job responsibilities include:


• Develop and enhance business relationship with the customers
• Selling building material products tiles, Sanitary ware & fittings

• Prepare and manage correspondence
• Making Indoor and outdoor sale calls
• Provide regular training to team members on operational procedures when required

• Prepare local sales orders to local register vendors
• Assist IT team
• Assist finance and compliance teams in queries related to reconciliation


• Implement and maintain office systems
• Gather feedback from retail team on a regular basis and analyze customer trends

• Maintains good relationship with clients
• Support and actively engage in new products launches, assist in preparation of standard operations procedures and user manuals.

• Negotiating best rates with all vendors

• Making invoices, credit & debit memos

• Maintain filing systems

• Communicate verbally and in writing to answer inquiries
• Generate profitable business through generating leads from local market


• Prepare sale reports

• Liaison with internal and external contacts

• Prepare sales emails

• Meet monthly and quarterly sales targets
• Follow-up sales proposals, quotations and payments
Company industry:
Construction & Building
Job role:
Sales

Personal Banking Officer

February 2014 - September 2016

United Bank ltd

Lahore, Pakistan

February 2014 - September 2016

• Account opening, introducing new to bank customers
• Selling investment insurance plans (EFU Life, Jubilee Life, Takful)
• Making KYC & EDD of customers
• Credit Card, Personal loan, Auto financing
• Mutual Funds (Islamic, Conventional)
• Access the needs and problems of the customers and provide them best solution of their queries and
concerns as per bank policy
Company industry:
Banking
Job role:
Customer Service and Call Center

Direct Sales Consultant

July 2011 - February 2014

MCB Bank ltd (3-E Business)

Lahore, Pakistan

July 2011 - February 2014

• Account opening, introducing new customers
• Follow up and tracking the deposits from the customers
• Makes outdoor sale calls
• Achieve target on monthly basis
• Attend market storming sales campaign
Company industry:
Banking
Job role:
Sales

Direct Sales Consultant, I

July 2011 - September 2013

MCB Bank Limited

Lahore, Pakistan

July 2011 - September 2013

➢ MCB Bank Limited 07, July 2011 To Date

Working as Direct Sales Consultant, I have been involved in various planning activities for my immediate seniors and branch manager.
My job responsibilities include:
• Maintaining the portfolio of Above Rs (130 M)
• Age analysis and credit reporting monthly.
• Account opening, introducing new customers.
• Selling investment plans (Bank insurance)
• Follow up and tracking the deposits from the customers.
• Customer services.
• Doing Compliance form customers.
• Issuing monthly and annual statement of their accounts.
• Making KYC of customers.
Company industry:
Banking
Job role:
Sales

Transport Manager

May 2009 - June 2011

Atta Ur Rehman Shipping & Transport Company (Dubai)

Dubai, United Arab Emirates

May 2009 - June 2011

➢ Atta Ur Rehman Shipping & Transport Company (Dubai) May, 2009 To June 2011

My job responsibilities include: • Worked as Transport Manager.
• Introduction of New Customers.
• Customer Services (Including Customers of Different Nationalities)
• Invoice Management.
• Import Clearance
• Export declaration
• Account Maintenance (Software:Telly)
Company industry:
Distribution, Supply Chain & Logistics
Job role:
Management

Shipping & Transport Coordinator

July 2009 - April 2011

Atta Ur Rahman Shipping LLC

Dubai, United Arab Emirates

July 2009 - April 2011

• Plan coordinate and monitor shipments (local & International)
• Arrange transportation with freight forwarders, shipping lines and trucking companies
• Prepare and verify shipping documents (Invoice, Packing list, B/L, AWB, COO)
• Track shipments and update delivery status
• Manage transport schedules, routes and delivery timelines
• Maintain shipping and transport records in ERP/ Logistics system
Company industry:
Distribution, Supply Chain & Logistics
Job role:
Logistics and Transportation

Education

Lahore Leeds University Lahore

December 2015

December 2015

Master's degree, Business Administration

Pakistan

Specialization in Marketing
View attachment

Lahore leads University

December 2015

December 2015

Master's degree, Administration And Business Administration

Pakistan

MBA (Master in Business Administration)

Lahore Leads University

December 2015

December 2015

Master's degree, Business Administration And Commerce

Pakistan

Skills

Sales Tools Development
Expert
Sales Tools Development
Expert
ACCOUNT MAINTENANCE
Expert
ACCOUNT MAINTENANCE
Expert
CREDIT
Expert
CREDIT
Expert
CREDIT REPORTING
Expert
CREDIT REPORTING
Expert
DIRECT SALES
Expert
DIRECT SALES
Expert
INVOICE
Expert
INVOICE
Expert
MAINTENANCE
Expert
MAINTENANCE
Expert
PEACHTREE
Beginner
PEACHTREE
Beginner
SALES
Expert
SALES
Expert
SALES CONSULTANT
Expert
SALES CONSULTANT
Expert
SHIPPING
Expert
SHIPPING
Expert
Sales Tools Development
Expert
Sales Tools Development
Expert
ANALYTICS
Intermediate
ANALYTICS
Intermediate
BALANCING LEDGER BILLING
Intermediate
BALANCING LEDGER BILLING
Intermediate
BUSINESS DEVELOPMENT
Intermediate
BUSINESS DEVELOPMENT
Intermediate
CONTRACT MANAGEMENT
Intermediate
CONTRACT MANAGEMENT
Intermediate
CUSTOMER RETENTION
Intermediate
CUSTOMER RETENTION
Intermediate
FINANCE
Intermediate
FINANCE
Intermediate
LOGISTICS
Intermediate
LOGISTICS
Intermediate
RESEARCH
Intermediate
RESEARCH
Intermediate
SALES
Intermediate
SALES
Intermediate
SHIPPING AND RECEIVING
Intermediate
SHIPPING AND RECEIVING
Intermediate
ANALYTICS
Intermediate
ANALYTICS
Intermediate
BUSINESS DEVELOPMENT
Intermediate
BUSINESS DEVELOPMENT
Intermediate
CREDIT PRODUCTS
Intermediate
CREDIT PRODUCTS
Intermediate
CUSTOMER RETENTION
Intermediate
CUSTOMER RETENTION
Intermediate
LEADERSHIP
Intermediate
LEADERSHIP
Intermediate
MASTER OF BUSINESS ADMINISTRATION MBA
Intermediate
MASTER OF BUSINESS ADMINISTRATION MBA
Intermediate
NEEDS ASSESSMENT
Intermediate
NEEDS ASSESSMENT
Intermediate
RESEARCH
Intermediate
RESEARCH
Intermediate
RESULTS FOCUSED
Intermediate
RESULTS FOCUSED
Intermediate
SALES
Intermediate
SALES
Intermediate

Languages

English

Expert

Urdu

Beginner

Hindi

Beginner

Punjabi

Beginner

Arabic

Beginner

Training and Certifications

Certifications
Valid Light Car license
Valid Light Car license