خلاصہ

Looking for an opportunity to utilize my skills for the growth of organization and self-growth. My abilities and experience can aid in the growth of the company.

تجربہ

کمپنی کا لوگو
Senior Financial Advisor
Adamjee Life Assurance Ltd - Rawalpindi Branch
جولائی ۲۰۱۹ - موجودہ | Rawalpindi, Pakistan

• Build and deepen relationships by providing a high quality client experience in all interactions
• Obtain and review clients’ investment goals, time horizons and tolerance for market volatility
• Serve as a primary liaison between client and portfolio management team
• With the support of a Financial Planning Associate (para-planner):
o Produce, present and review/update financial plans designed to help clients achieve their goals o Formulate, review and update Investment Policy Statements
o Client Meetings : prepare for, hold and execute on all follow-up items
o Execute on Client V.I.P. (Vision Map, Financial Plan, CAP, Advisory Team, Relationship Review)
• Coach and mentor teammates, help establish priorities and ensure the quality of others’ work
• Earn/ask for introductions to new clients by focusing on relationship and being of uncommon value

کمپنی کا لوگو
Account intern
CHOHAN ESTATE
مئی ۲۰۱٦ - جنوری ۲۰۱۷ | Rawalpindi, Pakistan

تعلیم

Riphah International University
ایم فل, Supply Chain management And Marketing‎
Strategic Management, strategic Marketing, Strategic Finance, Distribution Management
مکمل
2019
University of Central Punjab (UCP)
ماسٹرز, ماسٹرز ان کامرس, M.COM‎
Accounting and Finance
CGPA 3.67/4
2018
University of the Punjab
بیچلرز, بیچلرز ان کامرس, B.COM IT‎
Accounting & Finance, Banking & Finance
فی صد 49%
2016

پیشہ ورانہ مہارتیں

ایک سال سے کمLinux System
ایک سال سے کمMicrosoft Word

زبانیں

ماہر انگریزی
ماہر اردو
ماہر پنجابی