CRM
Roohan Najeeb Junejo
Citizenship And Residency By Investment Advisor
Islamabad, Pakistan,Pakistan
Summary
Dynamic Citizenship and Residency by Investment Advisor with a proven track record at Saad Ahsan Citizenship And Residency, generating 4.5 Million USD in sales through expert portfolio management and strategic planning. Skilled in operations management and fostering strong client relationships, excel in driving business growth and maximising customer satisfaction. Detail-oriented team player with strong organisational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
5
5
years of professional experience
14
14
years of post-secondary education
4
4
Languages
Work History
Citizenship and Residency by Investment Advisor
Saad Ahsan Citizenship And Residency
Islamabad, Pakistan
10.2021 - Current
- Met with clients to generate new business and negotiate contracts.
- Contacted potential clients to pursue sales and gather funds.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Established key procedures for teams preparing documentation.
- Managed 40+ family since 2021 and generated 4.5 Million USD in sales.
- Contacted and lined up fellow investor and briefed them on programs related to citizenship and residency by investment plans.
- Enhanced client retention rates through proactive portfolio reviews and ongoing relationship management efforts.
- Developed strong relationships with clients, resulting in increased trust and long-term business growth.
- Managed risk by diversifying investments across various sectors and asset classes.
- Assisted clients with retirement planning, ensuring secure financial future through strategic asset allocation of available resources.
- Navigated complex regulatory requirements while maintaining strict compliance with industry standards and ethical guidelines.
- Assessed tax implications of investment decisions, optimizing after-tax returns for clients within confines of existing regulations.
- Increased client satisfaction by providing customized investment advice tailored to individual financial goals.
- Maintained strong network of industry professionals to exchange ideas, market insights, and potential investment opportunities.
- Delivered presentations on personal finance and investing topics, educating clients and general public about best practices for wealth management.
- Negotiated win -win terms for clients when executing trades or purchasing investment products, maximize returns on invested capital.
- Participated in continuing education programs to stay current with evolving industry trends, regulations, and product offerings.
- Kept track record of market trends and economic data to make informed recommendations for clients'' portfolios.
- Mentored junior advisors, sharing industry knowledge and best practices for success in field.
- Streamlined communication between investment advisors and support staff, resulting in improved efficiency and client service.
- Conducted thorough due diligence on potential investments, minimize exposure to unsuitable opportunities for clients.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Monitored and updated financial plans to comply with client goals.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Operations Supervisor
Public Transportation Company Riyadh, Saudia Arabi
Riyadh,Saudi Arabia, Saudi Arabia
09.2019 - 06.2021
- Managed daily operations for optimal performance, ensuring smooth workflows and timely completion of tasks.
- Evaluated team member performance and productivity, provided feedback and implemented corrective actions.
- Managed internal operational standards and productivity targets.
- Motivated and trained employees to maximize team productivity.
- Maintained open lines of communication with upper management to provide regular updates on operational progress and challenges faced by team.
- Tracked company equipment, tools and technology to manage inventory.
- Enhanced team productivity by providing ongoing training, coaching, and mentoring to staff members.
- Implemented quality control systems to reduce errors, resulting in increased customer satisfaction rates.
- Implemented effective preventive maintenance program, reducing equipment downtime significantly.
- Coordinated closely with other departments to ensure seamless integration between yard operations and overall business objectives.
- Managed daily operations, coordinating staff schedules and allocating resources to ensure timely completion of tasks.
- Conducted regular performance evaluations for staff members, offering constructive feedback for continuous development.
- Addressed any conflicts or disputes among team members promptly, maintaining harmony within workplace while ensuring swift resolution of issues.
- Improved yard efficiency by implementing streamlined processes for inventory management and equipment maintenance.
- Reduced workplace accidents with consistent enforcement of safety guidelines and conducting routine inspections.
- Successfully met project deadlines by effectively communicating expectations and monitoring progress throughout each phase.
- Supervised team of 50 helpers, 700 Drivers and material movers to efficiently complete tasks in single 8 hours shift in 24 hours running operations.
Campus Manager
Roots Millennium Schools Emaar Campus
Islamabad, Pakistan, Pakistan
01.2019 - 08.2019
- Developed strong relationships with local businesses, facilitating internships and job placement opportunities for students.
- Cultivated atmosphere of academic excellence by setting high expectations for both students and faculty members alike.
- Oversaw comprehensive marketing campaigns that raised awareness of campus offerings and achievements within community.
- Reduced energy consumption on campus through implementation of sustainable practices and initiatives.
- Facilitated open communication between administration, faculty, staff, and students through regular meetings and forums.
- Streamlined administrative processes resulting in improved efficiency across multiple departments.
- Assessed student feedback to continuously improve residential life amenities within housing facilities.
- Increased campus engagement by organising and implementing various student activities and events.
- Planned, administered and controlled budgets and produced financial reports.
- Developed partnerships with parents, businesses and organisations to build awareness, increase support and share resources.
- Created supportive campus culture by implementing policies aimed at fostering inclusivity, diversity, and respect among students, faculty, and staff.
Education
Master of Science - Development Studies
IQRA UNIVERSITY
Islamabad, Pakistan 09.2014 - 12.2015
Bachelor of Science - Development Studies
Iqra University
Islamabad, Pakistan 09.2009 - 09.2014
High School Diploma -
Board of Intermediate Education
Karachi, Pakistan 05.2007 - 09.2014
Skills
Problem-solving skills
Operations Management
Project Management
Due diligence
Adaptability and Flexibility
Know Your Customer
Software
Oracle
Microsoft Office
Interests
Family
Travelling
Cooking
Reading
Research
Timeline
Citizenship and Residency by Investment Advisor
Saad Ahsan Citizenship And Residency
10.2021 - Current
Operations Supervisor
Public Transportation Company Riyadh, Saudia Arabi
09.2019 - 06.2021
Campus Manager
Roots Millennium Schools Emaar Campus
01.2019 - 08.2019
Master of Science - Development Studies
IQRA UNIVERSITY
09.2014 - 12.2015
Bachelor of Science - Development Studies
Iqra University
09.2009 - 09.2014
High School Diploma -
Board of Intermediate Education
05.2007 - 09.2014
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