Hi, I’m
SAQIB SAMI
Banker/ Investment Manager
Karachi
Summary
Dynamic Investment Head with over 20 years of expertise in wealth management, real estate, and high-net-worth client relations. Successfully drove $50M+ in revenue through innovative strategies, achieving 30% portfolio growth. Proven track record in client retention, regulatory compliance, and exceeding sales targets by 25%. Skilled in managing large teams, developing strategic solutions, and enhancing client satisfaction in highly competitive markets. With a strong focus on delivering exceptional results and building long-term relationships, dedicated to maximizing investment opportunities and providing personalized financial solutions for clients.
Overview
22
years of professional experience
Work History
Harbour Front Investments
Investment Head - Real Estate & Financial Advisory
11.2019 - Current
Job overview
- Led a team of 10 senior advisors, achieving 30% growth in client portfolios and $50M+ in revenue
- Designed and implemented tailored investment strategies for high-net-worth clients, resulting in a 25% increase in client retention
- Streamlined processes to improve operational efficiency, boosting overall productivity by 20%
- Introduced innovative risk management strategies that safeguarded client investments during market volatility
HBL (Habib Bank Limited)
Branch Relationship Manager
11.2018 - 05.2019
Job overview
- Increased branch revenue by 20% through effective cross-selling and strategic acquisition of high-deposit clients
- Onboarded 15+ new accounts per month, ensuring compliance and client satisfaction
Commercial Bank of Dubai – Attijari AlIslami
Group Team Leader - Mortgages
11.2017 - 07.2018
Job overview
- Achieved 20% annual sales growth by acquiring and managing high-net-worth clients with customized mortgage solutions
- Represented the bank at major industry events, securing strategic partnerships with developers
Noor Bank, Dubai
Relationship Manager - Mortgages
12.2016 - 09.2017
Job overview
- Delivered Sharia-compliant financial products, growing portfolio value by 25%
- Collaborated with internal teams to optimize client satisfaction and product offerings
- Improved sales pipeline by 18% through targeted lead generation strategies
National Bank of Abu Dhabi
Team Leader - Mortgages
05.2015 - 11.2016
Job overview
- Managed a portfolio of 100+ clients, driving 20% growth in loan disbursals
- Created and implemented branch-level marketing strategies, enhancing elite client retention and acquisition
- Streamlined loan approval processes, reducing turnaround time by 10%
Mashreq Bank, Dubai
Sr. Mortgage Advisor
04.2012 - 04.2015
Job overview
- Designed and executed tailored wealth management solutions for high-net-worth clients, increasing retention by 30%
- Developed new client acquisition strategies, expanding the mortgage portfolio significantly
- Increased mortgage sales by 20% by identifying and addressing client pain points
- Secured $5M in new business by fostering strong relationships with developers
Mashreq Bank, Dubai
Cards Acquiring/Payment Solutions
08.2010 - 03.2012
Job overview
- Led revenue generation in dynamic currency conversion and merchant volumes, exceeding revenue targets by 25%
- Developed successful marketing programs that increased business volume and merchant engagement
Mashreq Bank, Dubai
Business Development Officer – Mortgages
04.2010 - 07.2010
Job overview
- Generated new business by developing strong market networks with real estate agencies
- Managed long-term client relationships, boosting mortgage loan volumes by 15%
Mashreq Bank, Dubai
Relationship Officer – SME Banking
02.2008 - 03.2010
Job overview
- Managed a portfolio of AED 90.5 million, contributing to business growth through strategic client relationships
- Streamlined funds transfer processes, improving operational efficiency by 10%
Mashreq Bank, Dubai
Relationship Officer – Personal Loans
12.2005 - 01.2008
Job overview
- Developed market networks, driving sales and achieving significant growth in personal loan products
- Provided personalized financial solutions, enhancing customer satisfaction and retention
ABN AMRO Bank
Group Team Leader - Personal Loans
10.2003 - 11.2005
Job overview
- Trained and mentored a team of personal loan officers, improving sales performance by 30%
- Exceeded sales targets consistently by implementing innovative marketing strategies that expanded the customer base
- Successfully led client acquisition and retention efforts, contributing to a 20% increase in branch revenue
Citi Bank
Credit Sales Officer
01.2003 - 09.2003
Job overview
- Promoted credit products and consistently exceeded sales targets through effective customer engagement and strategic partnerships
- Developed innovative lead generation methods, increasing client acquisition by 10%
Education
Szabist university
MBA from marketing
University Overview
GPA: 3.15%
Karachi University
B.com
University Overview
GPA: 2nd Division
Govt. National college
Intermediate
University Overview
GPA: 2nd Division
BVS Parsi high school
Matric
University Overview
GPA: 1st Division
Skills
High-Net-Worth Client Acquisition & Retention
Priority Banking & Portfolio Management
Regulatory Compliance
Marketing & Strategic Planning
Luxury Property Sales and Investment Advisory
Advanced Negotiation and Client Retention Strategies
Cross-Functional Team Collaboration
Market Analysis and Revenue Optimization
Leadership and Team Development
Risk Management and Financial Solutions
Advanced Knowledge of MS Word
Advanced Knowledge of Excel
Advanced Knowledge of PowerPoint
Proficiency in CRM tools
Proficiency in CRM systems
Accomplishments
- Managed $50M+ in transactions with 25% growth in client portfolios.
- Recognized as Top Sales Performer across multiple banking roles.
- Implemented Sharia-compliant investment solutions, boosting client retention by 30%.
- Consistently exceeded work targets, demonstrating strong strategic planning and execution.
- MBA (marketing), Szabist university Dubai, 3.15%
- B.com, Karachi University, Pakistan, 2nd Division
- Intermediate, Govt. National college Karachi, Pakistan, 2nd Division
- Matric, BVS Parsi high school Karachi, Pakistan, 1st Division
Certificationsandtechnicalskills
- Advanced Knowledge of MS Word, Excel, PowerPoint
- Email, Browsing, Researching
- Proficiency in CRM systems (Salesforce)
- Diploma in Computer Science
- Microsoft Certified System Engineer (MCSE)
Personal Information
- Father's Name: Altaf Sami (Late)
- Date of Birth: 11/14/78
- Marital Status: Married
Timeline
Investment Head - Real Estate & Financial Advisory
Harbour Front Investments
11.2019 - Current
Branch Relationship Manager
HBL (Habib Bank Limited)
11.2018 - 05.2019
Group Team Leader - Mortgages
Commercial Bank of Dubai – Attijari AlIslami
11.2017 - 07.2018
Relationship Manager - Mortgages
Noor Bank, Dubai
12.2016 - 09.2017
Team Leader - Mortgages
National Bank of Abu Dhabi
05.2015 - 11.2016
Sr. Mortgage Advisor
Mashreq Bank, Dubai
04.2012 - 04.2015
Cards Acquiring/Payment Solutions
Mashreq Bank, Dubai
08.2010 - 03.2012
Business Development Officer – Mortgages
Mashreq Bank, Dubai
04.2010 - 07.2010
Relationship Officer – SME Banking
Mashreq Bank, Dubai
02.2008 - 03.2010
Relationship Officer – Personal Loans
Mashreq Bank, Dubai
12.2005 - 01.2008
Group Team Leader - Personal Loans
ABN AMRO Bank
10.2003 - 11.2005
Credit Sales Officer
Citi Bank
01.2003 - 09.2003
Karachi University
B.com
Govt. National college
Intermediate
BVS Parsi high school
Matric
Szabist university
MBA from marketing