概要

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.

工作经历

公司标识
Team Leader
Jubilee Life Insurance
Mar 2021 - 代表 | Islamabad, Pakistan

..

公司标识
Assistant branch manager
IGI life assurance
Mar 2020 - Feb 2021 | Islamabad, Pakistan

..

公司标识
Senior Financial Advisor
Adamjee Life Assurance Ltd - Rawalpindi Branch
Jul 2019 - Dec 2019 | 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

公司标识
Account intern
CHOHAN ESTATE
May 2016 - Jan 2017 | Rawalpindi, Pakistan

学历

Riphah International University
哲学硕士, Supply Chain management And Marketing‎
Strategic Management, strategic Marketing, Strategic Finance, Distribution Management
Completed
2019
University of Central Punjab (UCP)
硕士, 贸易硕士学位, M.COM‎
Accounting and Finance
CGPA 3.67/4
2018
University of the Punjab
学士, 贸易学士, B.COM IT‎
Accounting & Finance, Banking & Finance
所占比重 49%
2016

技能

初学者 Linux System
初学者 Official Assignments

语言

熟练 英语
熟练 乌尔都语
熟练 旁遮普语