Muhammad Ahmed Yar Khan
Financial Advisor
Overland Park, Kansas,KS
Summary
Dedicated and results oriented financial Advisor with over 7 years of experience in Top 5 Asset management companies in Pakistan in financial planning, investment strategy and wealth management. Proven track record of assisting clients in achieving financial security and growth through tailored financial solutions. Known for excellent communication skills, analytical thinking and a commitment to providing ethical and sound advice.Managing a portfolio of $25 million of individual and corporate clients.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Sales Manager
UBL Fund Managers
04.2019 - 11.2024
- Meet with clients to understand their financial goals, risk tolerance and current financial status including assets, liabilities, income and expenses.
- Provide tailored financial solutions to customer according to their time horizon and Risk appetite.
- Provide insights on various investment options, manage portfolios and guide clients on asset allocation based on market conditions and client objectives.
- Managing a team of 5 person assist sets targets, implement guidelines, and assist with any issues the employees may face.
- As a manager has to ensure that all members understand the team's objectives and work together to achieve the assigned sales target.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long term client relationships through excellent customer service and consistent followups.
Relationship Manager
HBL Bank
10.2018 - Current
- Built and maintained relationships with new and existing bank clients while providing high level of expertise.
- Generate new deposits by acquiring new customers and managing the existing deposit portfolio.
- Sell and market the bank's products and services by building relationships with clients i.e Credit card, personal loan and Auto loans.
Senior Wealth Advisor
MCB Funds
05.2018 - 10.2018
- Increased assets under management through proactive client outreach and relationship building.
- Introducing Mutual and Pension funds in market both retail and corporate.
- Provide clients Tax Rebate Facility up-to 50% of their annual tax.
Investment Advisor
Almeezan Investment Management
07.2016 - 08.2017
- Met with clients to generate new business.
- Analyzing customer short term and long term investment goals
- Recommendation of suitable funds as per their needs.
Education
Saint Mary
MBA - Finance
Szabist
Islamabad, Pakistan 04.2001 -
Bachelor of Science - Accounting And Finance
Szabist
Islamabad 04.2001 -
Intermediate in Commerce - Banking And Commerce
Punjab College
Rawalpindi, Punjab, Pakistan 04.2001 -
Skills
Relationship Building
Investment planning
Portfolio management
Risk diversification
Market analysis
Retirement planning
Tax planning
Relationship Management
Customer Service
MS office
Certification
Mutual fund distributor certification
Timeline
Sales Manager
UBL Fund Managers
04.2019 - 11.2024
Relationship Manager
HBL Bank
10.2018 - Current
Senior Wealth Advisor
MCB Funds
05.2018 - 10.2018
Mutual fund distributor certification
05-2017
Investment Advisor
Almeezan Investment Management
07.2016 - 08.2017
MBA - Finance
Szabist
04.2001 -
Bachelor of Science - Accounting And Finance
Szabist
04.2001 -
Intermediate in Commerce - Banking And Commerce
Punjab College
04.2001 -
Saint Mary
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