Fraz Muhammad Khan Abbasi
Senior Financial Consultant Dubai Islamic Bank
Islamabad,IS
Summary
Accomplished Senior Financial Consultant at Dubai Islamic Bank Pakistan, adept in portfolio management and relationship building, significantly enhanced client satisfaction and expanded customer base through strategic business development and exceptional service. Recognized for teamwork, professionalism, and adherence to regulatory requirements, consistently achieving targets and fostering long-term client relationships.
Overview
3
3
years of professional experience
Work History
Senior Financial Consultant
Dubai Islamic Bank Pakistan
10.2022 - Current
- Facilitated new to bank customers onboarding in professional and efficient manner.
- Provided exceptional customer service by promptly addressing concerns or inquiries from clients.
- Maintained strict compliance with regulatory requirements, minimizing potential legal issues and penalties.
- Error free systematic account opening within TAT .
- Increased client satisfaction by providing expert services and suggestions to their financial needs.
- Mentored junior consultants, promoting a culture of continuous learning and professional development.
- Conducted in-depth market research and analysis, identifying new potential clients.
- Established strong relationships with key account holders, fostering long-term relationships and repeat business.
- Managed high-net-worth client portfolios, ensuring optimal results for business growth.
- Educated clients on various financial matters and provided professional recommendations on banking products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term relationship.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial needs.
- Facilitated new client onboarding process and generated new leads by providing excellent customer service and support.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Financial Consultant
Dubai Islamic Bank Pakistan
Islamabad, Pakistan
10.2021 - 10.2022
- Brought maximum number of new to bank customers by providing excellent customer service and got top position in NTB numbers.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Generated new potential customers leads through existing customers.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
- Achieved 100% monthly targets throughout year and got recognition and career elevation.
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Built strong relationships with clients through consistent communication and exceptional customer service.
Education
Bachelor of Science - Botany, Psychology And Zoology
University Of Sargodha
Sargodha, Punjab, Pakistan 04.2001 -
F.Sc. - Pre-Medical
F.G Quaid E Azam Degree College
Rawalpindi, Punjab, Pakistan 04.2001 -
S.Sc. - Science Education
F.G Quaid E Azam Public School
Rawalpindi, Punjab, Pakistan 04.2001 -
Skills
Account Opening
Payroll and Employee banking
Portfolio Management
Relationship building and management
Business Development
Teamwork and Collaboration
Problem-solving abilities
Customer Complaint Resolution
Product Promotion
Regulatory Requirements Adherence
Timeline
Senior Financial Consultant
Dubai Islamic Bank Pakistan
10.2022 - Current
Financial Consultant
Dubai Islamic Bank Pakistan
10.2021 - 10.2022
Bachelor of Science - Botany, Psychology And Zoology
University Of Sargodha
04.2001 -
F.Sc. - Pre-Medical
F.G Quaid E Azam Degree College
04.2001 -
S.Sc. - Science Education
F.G Quaid E Azam Public School
04.2001 -
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