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Work History

Feb 2007Dec 2010

VP-Senior Financial Advisor

•Provision of first class financial service to the Sales and Marketing functions•Understanding of issues facing FMCG brands, and the roles and responsibilities of all the functional areas•Development, preparation and presentation of strategic annual plans and mid-year forecasts managed directly in conjunction with brand teams, for Senior Management review•Preparation of monthly brand results, analysis and commentaries. This includes Marketing and Trade trackers to be reviewed with Brand Managers and Account Managers to ensure complete control of expenditure• Profitability analysis for both customers and products Person.• Work closely with senior bankers and experts from other groups.

• Conduct sophisticated financial analysis and relevant industry research.

• Develop new business, prepare client presentations and market new products.

• Structure transactions, price and distribute securities, and close deals.

Apr 2004Dec 2006

AVP-Branch Manager

•Manage branch of financial institution.•Direct and coordinate activities to implement institution policies, procedures, and practices concerning granting or extending lines of credit, commercial loans, real estate loans, and consumer credit loans.•Direct, through subordinate supervisors, activities of workers engaged in implementing establishment services and performing such functions as collecting delinquent accounts, authorizing loans, or opening savings account. •Establish procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping.•Contact customers and business, community, and civic organizations to promote goodwill and generate new business.•Prepare financial and regulatory reports required by law, regulations, and Board of Directors. •Examine, evaluate, and process loan applications.•Recommend securities to board or corporate officers for institution investment.•Recommend securities to consumers for personal investment accounts, and refer business to the inhouse Financial  Advisor.

Oct 2002Apr 2004

Operations Manager (Assistant Manager)

• Providing training for operations employees and branch staff• Maintaining current policies and procedures manuals• Issuing periodic status reports to branch office managers, senior managers, and bank director• Participating in selecting and hiring of staff• Conducting staff meetings to review operational problems and changes to banking regulations affecting bank operations• Managing security procedures in branch offices• Handling customer questions and complaints regarding operational issues

• Maintaining all audit material and making sure the branch is well versed in the SEC guidelines and rules.

Education

New York UNIVERSITY

Aug 2007May 2009

MBA

Banking and Finance

New York University

Aug 2003May 2006

BBA

Major Marketing and Finance 

Minor Media Studies 

Skills

AS400
Ms Office

MS OFFICE EXCEL OUTLOOK POWERPOINT

Summary

•Fully Licensed with NASD and NYS Insurance Board.•Excellent interpersonal and communication skills. Confident and poised in interaction with individuals.•Committed to provision of exemplary service to clients.•Highly regarded for proactive attitude and the ability to think laterally, providing creative ideas and solutions  through analytical approach.•Proven ability to collect, consolidate and organize business needs for clients and providing them with tailored  profile needs thus being able to far exceed set sales goals.•Detail oriented and being able to show a genuine concern in customers' welfare hence maintaining trust and  cultivating clientele relationships.•Resourceful in the completion of projects with the ability to multitask effectively and work well under extreme  pressure and fast paced environment. •Multilingual, extremely fluent in English, Urdu, Hindi and Arabic. Intermediate Spanish speaking skills.

Personal Bio

Date of Birth: August 18th, 1984

Age: 26

Nationality: USA

Current Location:          Karachi, Pakistan

Statement

Seeking a challenging executive position in the Banking and Finance sector where extensive experience, excellent interpersonal skills and dynamic sales and coaching techniques will be fully utilized and further developed. I have worked in the Banking industry for over 8 years and am well-versed with all its aspects.  Having recruited and coaching branch staff, I am aware of the dynamic nature of Banking. I have worked as a Branch Manager, Personal Banker and a fully licensed Investment Manager (Financial Advisor), excelling at each role.

Interest

I am very interested in the financial world, in the global sense.  Being an avid follower of Wall-street Journals, I like to be on top of my game as far as trade know-how is concerned.

In my personal time however, I enjoy travelling and experiencing different cultures, and also have an enormous appetite for fictional novels.

Certifications

NASD

Feb 2006Present

NASD SERIES 6

NASD

Feb 2006Present

NASD SERIES 63

NYS INSURANCE BOARD

Mar 2006Present

NY LIFE AND HEALTH INSURANCE LICENSE