.Provided comprehensive portfolio management services to clients with a focus of goal-oriented financial planning.
.Developed client-specific investment plans to help achieve clients long Term financial objectives.
.Managed a portfolio of individual equities, all mutual funds, and to meet client’s needs.
.Utilized financial analysis techniques to create financial models for clients and provide investment advice.
.Monitored market trends, economics conditions, and other factors to make prudent investment decisions.
.Educated clients on the fundamentals of financial planning and investing.
.Increased AUM and managed.
.Strong call action.

.Handling all Over Branch.

.Verification of Vendors Invoices Relating to transport services or warehousing and checking accuracy of invoices according to agreement.
.Petty Cash Handling & posting of all vendors.
.All journal posting related to accounts ledger.
.Match invoices with purchase orders if applicable.
.Working on Payroll management.
.Perform all types of Reconciliations.
.Preparation and posting of all types of payments request along with all required category wise supporting evidence.
.Preparation of reports on customer requests.
.Working on inputs & tax (PRA, SRB, and FBR).
.Working on Notice U/S 161(1A).
.Working on new software (ERP) implementation.
.Preparation and submission of different reports as per Line Manager requirement.

.Learn process of multiple Accounts likes as current accounts, saving accounts, joint accounts, provident fund Accounts etc.
.Cash Tally, After Closing o Maintain office filing and storage systems.
.Monitor and order office supplies o General reception duties.
.Verify cheques of customer signed stamp with signature.
.Fill up customer deposit slip on demand.
.Prepare and completed Accounts Application Form.
.Scanning Document and attached with emails.

.Maintain office filing and storage systems.
.Prepare and complete customers’ details.
.Scanning documents.
.Receiving emails and response well.
.Monitor and order office supplies and General reception duties.
.Controlling also offices staff.
.Handling also the office environment neat and clean.