Rehan Tahir
dubai,uae
Summary
A result driven and knowledgeable financial Advisor with more than 4 years of progressive experience in compliance opreations, Sales , Business Development and Customer Service with diverfired sectors across the UAE & Pakistan
Overview
5
5
years of professional experience
3
3
years of post-secondary education
Work history
Relationship Manager
Bank Alfalah
Karachi, Pakistan
05.2022 - 04.2023
- Converted leads with consultative sales approach.
- Proactively contacted clients to secure contract renewals.
- Advised customers on product upgrades and rollouts.
- Exceeded sales targets by delivering high call volumes and tailored product recommendations.
- Negotiated mutually beneficial contracts and agreements.
- Served as primary point of contact for portfolio of 400 clients.
- Prioritizes relationships effectively, and has an appropriate relationship management plan for each client.
- Increased the book size of branch by 100million
- Over achieved MTD for BANCA, (investment product of al falah) ie upto 300k
Takaful Advisor / Financial Advisor
Noor takaful
Dubai, UAE
07.2020 - 04.2021
- Devised business plan and identified target customers.
- Took advantage of gaps in market and reached out to potential new clients.
- Implemented diverse wealth management options to meet client investing objectives.
- Assisted clients with planning for and funding retirements using various types of investments.
- Counselled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Calculated financial risk, taking precautions to mitigate unwanted consequences.
- Created detailed financial plans and investment portfolios.
- YTD Target 50,000AED which was overachievd by 108k AED.
- Secured restricted and sensitive financial data, following company policies.
Business and Development executive
AL Fuad
Dubai, UAE
12.2017 - 06.2020
- Leveraged market and competitor data to identify market opportunities and gaps.
- Brainstormed ideas with clients and stakeholders to maximise project potential.
- Established, developed and maintained long term business relationships and strategic partnerships with clients by understanding their needs and recommendig cutomized solutions.
- Compiled industry data on competitor pricing, materials costs and supply chain issues to help set accurate pricing.
Education
Masters - MLS in compliance & Risk Management
Seattle University
USA 06.2023 -
Bachelor of Business Administration - International Business
Al Khair University
Pakistan 11.2011 - 09.2014
Skills
- Customer service
- Account acquisition
- Mutual funds
- Financial planning
- Savings accounts
- Investment advice
- Prospecting
- Business development
- Kyc Compliance
- Compliance opreations
- Critical thinking ability
- Wealth Management
Timeline
Masters - MLS in compliance & Risk Management
Seattle University
06.2023 -
Relationship Manager
Bank Alfalah
05.2022 - 04.2023
Takaful Advisor / Financial Advisor
Noor takaful
07.2020 - 04.2021
Business and Development executive
AL Fuad
12.2017 - 06.2020
Bachelor of Business Administration - International Business
Al Khair University
11.2011 - 09.2014
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