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
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
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