Area Manager
ABL Asset Management Company Limited
Lahore
11.2020 - Current
- Providing investment management and advisory services in both direct and indirect mandates to institutions, retirement funds & high net-worth individuals
- As a financial advisor for mutual funds, responsible for evaluating the performance of Separately managed accounts & managing portfolios up to 2Bn PKR
- Responsible for enhancing and closing mandates with current & prospective clients
- Conduct client meetings on a daily basis and keep an active pool of prospects readily available
- Liaising with other departments and working within a team environment to ensure that the client's expectations are met.
- Scheduled regular meetings with the team to discuss objectives, performance metrics, and customer feedback.
