Key Achievements, Roles & Responsibilities:

 Responsible for achievement of target on periodic basis.
 Responsible for new business development through identifying new partners.
 Plan and organize the daily work schedule to call on existing or potential clients
 Enhance the existing network of partnerships and cultivate these relationships.
 Keep management informed by submitting activity and results, reports, such as weekly call and sales reports, work plans, and regular market analysis
 Answer enquiries received in person, by email or by telephone in a timely, friendly and professional manner.
 Accountable to create and maintain an accurate database of partners in their area of operations and also update the database regularly and promptly 
 Responsible to monitor and report on a regular basis the activities of the completion and also Liable to report the impact of competitor’s promotional activities
 Monitoring equity trades and informing clients for suitable products.
 Suggesting upgrades or added products and services that may be of interest to clients.
 Crafting business proposals and contracts to draw in more revenue from clients.
 Comprising daily financial summary reports, analysing & providing daily action points along with feedbacks on downfall and upward market trends 
 Monitor client accounts and ensure regular follow-up.
 Answer enquiries received in person, by email or by telephone in a timely, friendly and professional manner.
 Keep management informed by submitting activity and results reports, such as weekly call and sales reports, work plans, and regular market analysis.
 Promoted to a team leader for customer relationship management in three months of joining.
 Provides sales vs. projection results by preparing and forwarding sales tracking reports.
 Act on customer feedback by investigating problems, developing solutions and making recommendations to management
 Maintains customer database by inputting customer profile and updates; preparing and distributing monthly reports.
 Assisted my manager in implementation Sales app (a customer portal used for calling, follow ups transactions, Customer characteristics, Customer Tax calculation, Meeting status updating).

Key Achievements, Roles & Responsibilities:

Monitored PSX (KSE 100, KMI 30) performance and guided clients accordingly
Conducting meaningful sales conversations, researching companies/markets.
Monitoring equity trades for client portfolios.
To maintain Deposit for branch mutual fund Develop, build, and manage a client base of Retail and Corporates.
Prospect New clients via sales calls, direct mail, email and networking events.
Maintains customer database by inputting customer profile and updates, preparing and distributing monthly reports.
Monitoring equity trades for client portfolios.
Reporting to senior managers on investment activity and performance.
Responsible for managing the mutual funds and treasury with a view to maximize investment returns.
Responsible for achieving specific sales targets on Monthly basis.
Making informed financial recommendations and decisions.
Conducting meaningful sales conversations.
Researching companies and markets.
Managed clients\' risk through the implementation of a diverse portfolio.
Monitoring the economy and assessing economic trends
To develop an excellent working relationship with Team.
Day to day task management assigned by managers.
Coordinating and assisting in resolving customer complaints.
 Generating leads through contacting personal networks.
 Identified potential customer through cold calling.
 Scheduling meetings with clients and prospects.
 Conducting meetings with clients.
 Offered company financial products to prospect, Follow up them and Close sales.

Key Achievements, Roles & Responsibilities:

 Familiarizing yourself with all products and services offered by our company.
 Procuring new clients through direct contact, word-of-mouth, and collaboration with the marketing department.
 Attending networking activities to research and connect with prospective clients.
 Maintaining meaningful relationships with existing clients to ensure that they are retained.
 Suggesting upgrades or added products and services that may be of interest to clients.
 Negotiating with clients to secure the most attractive prices.
 Equipping staff with the technical and social skills needed to enhance sales.
 Reviewing clients\' feedback and implementing necessary changes.
 Remaining in tune with trends in consumption to ensure that our offerings remain relevant.
 Preparing request for quotation to approves suppliers.
 Analyzing current and past financial data and providing strategies to cut costs and increase revenue.
 Establish and achieve sales targets and promote various banking services to customers. 
 Analyzing current and past financial data and providing strategies to cut costs and increase revenue
 Leading the charge on market research plans to identify new opportunities
 Working with executives to implement marketing strategies and new opportunities
 Encouraging new and existing clients by creating and improving proposals
 Tracking expenses and maintaining the company budget 
 Ensuring that the company meets revenue targets
 Providing training and mentoring to other members of the team
 Developing and pitching ideas for potential investors