Ms office
Shafia Bukhari
Portfolio Management
Karachi,D-10 , Shamsi Cooperative Housing Society
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 10 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
1
1
Language
Work History
Assistant Relationship Manager
OLP Modaraba ( Formerly Standard Chartered Modaraba
Karachi , Karachi
09.2021 - Current
- Strengthened client relationships by providing consistent support and addressing their financial needs.
- Supported the development of new business opportunities through research and analysis, helping expand the firm''s client base.
- Facilitated smooth transitions during account onboarding by guiding clients through required documentation procedures and promptly addressing any issues that arose.
- Assisted senior management in devising strategic plans for enhancing relationships with existing clientele while identifying prospective avenues for expansion.
- Completed thorough client assessments to ensure optimal product offerings tailored for their unique financial needs.
- Conducted comprehensive credit risk assessments on potential clients to maintain a healthy lending portfolio and minimize risk exposure.
- Ensured compliance with regulatory requirements by keeping up-to-date with industry changes and implementing necessary adjustments within processes.
- Evaluated risks associated with credit products prior to approval or renewal to protect company assets while supporting profitable growth opportunities for clients.
- Provided timely solutions to client inquiries, effectively resolving concerns and promoting long-term loyalty.
- Coordinated with various departments to gather relevant information for client meetings and presentations, ensuring efficient communication.
- Managed a variety of administrative tasks such as preparing reports, maintaining accurate records, and updating client profiles, streamlining workflow processes within the team.
- Assisted Relationship Managers in managing a diverse portfolio of clients, ensuring optimal satisfaction levels.
- Liaised with internal teams such as operations, treasury, and legal departments to ensure seamless execution of transactions on behalf of clients.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
Assistant Business Development Manager
Shaukat Khanum Memorial Cancer Hospital And Research Centre
Karachi , Karachi
07.2017 - 08.2021
- Created detailed reports on sales metrics and progress toward company goals, informing senior leadership of key insights.
- Streamlined internal processes to enhance efficiency and productivity within the business development department.
- Assisted in annual revenue growth by developing and implementing effective sales strategies.
- Established strong relationships with key stakeholders through proactive communication efforts, building trust and credibility within the industry.
- Oversaw a team of sales representatives, providing guidance, support, and performance evaluations for continuous improvement.
- Played an integral role in developing new product offerings by collaborating with research and development teams, ensuring a strong market fit for launch.
- Improved client retention rates with exceptional customer service and relationship management skills.
- Collaborated with cross-functional teams to develop tailored solutions for prospective clients, resulting in higher conversion rates.
- Coordinated with finance department) during contract negotiations, ensuring all deals remained profitable while adhering to company guidelines.
- Captured new customers by optimizing business strategies and launching products to diversify offerings.
- Established, initiated and optimized business development strategies based on company targets, product specifications, market data, and budget factors.
Portfolio Analyst
HBL Asset Management
Karachi , Karachi
02.2014 - 07.2017
- Improved investment strategies for clients by consistently monitoring and adjusting portfolio allocations.
- Enhanced portfolio performance by conducting thorough research and analysis of financial markets.
- Collaborated with cross-functional teams to develop comprehensive financial models for investment decisionmaking.
- Continuously improved operational efficiency within the firm through participation in internal process improvement initiatives.
Education
Bachelor's Of Commerce - Finance
University of Karachi
Karachi 08.2011 - 12.2013
Masters Of Business Administration - Accounting And Finance
Iqra University
Karachi 02.2021 - Current
Skills
Portfolio Management
Cross-Selling Products
Client Engagement
Customer Service
Business Development
Client Relationships
Analytical Problem Solving
Operations Management
Credit History Analysis
Investment and Wealth Planning
Excellent Communication
Public Speaking
Asset Management
Financial Advising
Regulatory Compliance
Process Development
Time Management
Client Relations
Team building
Multitasking Abilities
Relationship building and management
Client acquisition
Customer Relationship Management
Credit History Review
Teamwork and Collaboration
Software
Certification
Coursea Project Management
Interests
Gardening , Reading , Baking , exploring online learning
Accomplishments
- Supervised team of five staff members.
- Resolved product issue through consumer testing.
- Collaborated with internal and external stakeholders to bring potential corporate clients on board ( SSGC , K- Electric , Hashoo Group , GSK, Getz Pharma , etc
Timeline
Coursea Project Management
01-2024
Assistant Relationship Manager
OLP Modaraba ( Formerly Standard Chartered Modaraba
09.2021 - Current
Masters Of Business Administration - Accounting And Finance
Iqra University
02.2021 - Current
Microsoft Excel
12-2018
Assistant Business Development Manager
Shaukat Khanum Memorial Cancer Hospital And Research Centre
07.2017 - 08.2021
Ron Kaufman's Uplifting Customer Service
05-2016
Portfolio Analyst
HBL Asset Management
02.2014 - 07.2017
Bachelor's Of Commerce - Finance
University of Karachi
08.2011 - 12.2013