As a seasoned finance professional with an MBA in Finance, I bring a unique blend of technical and interpersonal skills to drive business success. With a strong foundation in accounting, financial analysis, and planning, I excel in fast-paced environments, leveraging my expertise to optimize financial performance, improve processes, and foster strong relationships with clients and stakeholders. My diverse experience spans across top-tier organizations, including Meezan Bank and MCB, where I honed my skills in business development, sales, and customer service. I thrive in dynamic environments, adapting quickly to new challenges and opportunities.
Key Responsibilities1. Customer Relationship Management Build and maintain strong relationships with existing and potential customers to understand their financial needs and provide tailored solutions.2. Sales and Business Development Achieve sales targets by promoting and selling Bank of Punjab's products and services, such as deposits, loans, credit cards, and investment products.3. Customer Service Provide exceptional customer service, respond to customer inquiries, and resolve customer complaints in a timely and professional manner.4. Account Management Manage customer accounts, including account opening, maintenance, and closure.5. Risk Management Ensure compliance with Bank of Punjab's policies, procedures, and regulatory requirements to minimize risk.6. Team Collaboration Work collaboratively with other departments, such as credit, operations, and marketing, to achieve business objectives.
Asses the financial needs and eligibility of customers to recommend suitable credit cards.
To Maintain Current account Deposit with ETB and open NTB accounts
To deal in Credit Cards &Personal Loan & Auto Finance.
Maintain and ensure growth of assigned portfolio.
Achieve Banca & Takkaful &Wealth management target
-To deal in Auto Finance & Consumer Finance and house financing.
-Liaising existing clients to provide bank product.
-Strict adherence to KYC/AML guidelines, account opening policy procedure, SBP policies & circulars/Manual.
-Complete adherence to sales process and sales minimizers.
Create monthly financial reports, schedules, and accompanying
documents by gathering.
Reviewing, documenting, and summarizing accounts and transactions.
In charge of keeping the general ledger current.
Oversee the accounts payable function, ensuring that vendor invoices are promptly posted to the correct.