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خلاصہ
As a seasoned finance professional with over 6 years of experience, I excel in managing financial operations, budgeting, and analysis. As a Senior Investment Relationship Associate, I have successfully built and maintained strong client relationships, aligning their investment portfolios with their objectives and risk tolerance. I have consistently achieved sales targets, contributed to asset growth, and ensured compliance with regulatory standards. My proven expertise in financial management and collaborative approach make me a valuable asset for enhancing organizational productivity and efficiency.
تجربہ
Senior Investment Relationship Associate - Sales & Marketing
Responsibilities:
Develop and maintain strong relationships with clients, understanding their investment needs and objectives.
Monitor client portfolios to ensure alignment with investment goals and risk parameters.
Work towards achieving sales targets and contribute to the growth of the firm's assets under management.
Ensure compliance with regulatory requirements and company policies in all client interactions and transactions.
Work closely with other team members and departments to provide comprehensive client service.
Conduct client meetings and reviews to discuss portfolio performance and investment strategies.
Senior Accountant
Baig Group, with a 17-year history, has established a national presence by building a comprehensive product range and an extensive network in the retail and fuel industries.
Responsibilities:
Supervise the management of internal Accounting and Finance.
Collaborate closely with senior management to establish financial frameworks and achieve commercial objectives.
Manage a team of Accountants and facilitate training for Operations and Administrative teams.
Accounts Assistant & Computer Operator
Zaheer & Company Private Advocates is a team of experienced income tax lawyers who provide expert legal advice and services to individuals and businesses.
Responsibilities:
Manage day-to-day accounting tasks, including preparing financial statements and reports, and reconciling bank statements.
Ensure that all financial transactions are accurately recorded and correctly classified.
Assist with preparing tax returns for individuals and businesses, and ensure compliance with relevant tax laws and regulations.
Internship
Responsibilities:
Assist with day-to-day operations and administrative tasks.
Support customer service and handle client inquiries.
Observe and learn banking processes and procedures.
