Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Shazia Kanwal

Banker
Lahore
Shazia Kanwal

Summary

Client Success Specialist | Business Development Strategist | Banking Professional | Accountant

EXECUTIVE SUMMARY

An extensively experienced Account Management, Business Development and Customer Success professional with a history of designing and executing growth and revenue building client relationship management strategies across the pharmaceutical and financial services sectors. A history of successful client acquisition and strategic planning. An ability to promote sustainability, growth and business continuity through stellar team management, coaching and training; and progressive client engagement. Superior communication skills underline an ability to effect stakeholder collaboration service excellence.

VALUE ADDED SKILLS

Client Relationship Management | Sales and Business Development | Retail Banking | Team Management | Consultative Sales | Client Retention | Account Management | Customer Success | Regulatory Compliance | Risk Management | KYC / AML | Inside Sales | Human Resources | Portfolio Management | Marketing | Training & Coaching

Overview

18
years of professional experience
9
years of post-secondary education

Work History

Allama Iqbal Open University, LAHORE, PB

Tutor
12.2019 - Current

Job overview

  • Developed and implemented effective teaching strategies that resulted improved academic performance and increased student engagement and showed 100% outcomes.
  • Motivated students towards learning and studying to build self-confidence and reduce fear of failure
  • Provided homework assistance using specific curriculum and materials
  • Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses
  • Supported students with helpful study habits and exam strategies
  • Responded to email and telephone requests to provide students with specific information
  • Taught students remotely using online video chat platform and other delivery channels
  • Enabled underachieving students to reach target attainment levels by providing individualized coaching and activities

Rana Brothers, Lahore

Online Accountant and Bookkeeper
02.2017 - Current

Job overview

Achievements:

  • Reported financial data and updated financial records in ledgers and journals
  • Established QuickBooks accounting system to reflect accurate financial records
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols
  • Implemented cash flow forecasting model that improved cash management and reduced borrowing costs by 15%.

MCB BANK LIMITED, Lahore

General Banking Officer
12.2015 - Current

Job overview

  • Achieved a consistently high level of accuracy in processing transactions, ensuring compliance with bank standards and legal requirements.
  • Received positive customer feedback for providing excellent service and assistance in navigating bank systems, resulting in increased customer satisfaction.
  • Proactively built strong customer relationships by delivering fast and friendly service, leading to a higher rate of customer retention.
  • Actively educated customers about available services, products, and bank resources, resulting in increased customer awareness and utilization of these offerings.
  • Effectively addressed customer inquiries, requests, and complaints with courtesy and professionalism, resolving issues promptly and to the satisfaction of the customer.
  • Demonstrated strong communication skills by answering bank phone lines and directing customers to the appropriate department, ensuring efficient resolution of their concerns.
  • Successfully consulted with customers on their individual needs, offering tailored solutions that aligned with their specific situations and preferences.
  • Played a key role in maintaining accurate customer data by developing and updating databases, contributing to efficient handling of customer information and enhancing overall operational efficiency.
  • Completed wide range financial transaction including deposits, withdrawals, funds transfers, opening and closing of bank accounts
  • Provided Propose solutions and leveraged cross-selling opportunities to existing and new clients, promoting range of credit products, investments, automotive loans and mortgages
  • Implemented and promote robust due diligence and risk management approaches, applying all relevant
  • Followed AML and KYC procedures
  • Prepared and provide clients with statements, tax certificates and account overviews.
  • Managed and opened over 250 Million worth current, saving and line of credit accounts.
  • Met with clients to generate new business and negotiate contracts
  • Built and maintained productive relationships with internal and external executives to facilitate business success
  • Contacted potential clients to pursue sales and gather funds

NBP FULLERTON ASSET MANAGEMENT, Lahore

Assistant Sales Manager
01.2013 - 01.2015

Job overview

  • As Assistant Sales Manager at NBP Fullerton Asset Management Company (NBP Funds Mutual Fund), have achieved several notable accomplishments.
  • Demonstrated strong track record of consistently surpassing sales targets, leading to increased revenue and market share for NBP Funds Mutual Fund.
  • Successfully led and motivated team of sales professionals, driving them to achieve their individual and team sales goals. Implemented effective sales strategies and provided ongoing training and guidance to enhance team performance.
  • Developed and implemented effective client acquisition and retention strategies, resulting in significant increase in client base for NBP Funds. Successfully cultivated and maintained long-term relationships with high-net-worth clients.
  • Demonstrated in-depth knowledge of NBP fund products and effectively communicated their features and benefits to clients and increased 50% clientage rate with enhanced company revenue.
  • Conducted thorough market analysis and competitor research to identify emerging trends and opportunities in mutual funds industry. Utilized this information to develop targeted sales strategies, positioning NBP funds as competitive player in market.
  • Received recognition for outstanding sales performance and dedication to client service. Received multiple awards and accolades for achieving sales milestones and exceeding targets.

HIMONT PHARMACEUTICAL COMPANY, Lahore

Territory Manager
01.2006 - 01.2008

Job overview

  • As Territory Sales Manager at Himont Pharmaceutical Company, have achieved significant accomplishments that have positively impacted sales and contributed to company's growth.
  • Exceeded Sales Targets: Consistently surpassed assigned sales targets by implementing effective sales strategies, building strong customer relationships, and maximizing product awareness. This resulted in 40% increased market share and revenue growth for company.
  • Key Account Development: Successfully identified and developed key accounts within assigned territory, resulting in substantial business expansion.
  • Built strong relationships with healthcare professionals, hospitals, and pharmacies, leading to increased product adoption and repeat business.
  • Customer Relationship Management: Built and maintained strong relationships with key opinion leaders. healthcare professionals, and decision makers

Education

The University of Lahore , Lahore

Master of Philosophy from Management Sciences, Marketing and Human Resources
02.2019 - 01.2023

University Overview

GPA: 3.9 / 4.0

Allama Iqbal Open University , Lahore

Master of Business Administration from Finance
09.2011 - 11.2013

University Overview

Core Program Content: Cost Accounting | Banking Laws and Regulations | Project Management | HR Management | Investment Management | Taxation | Organizational Development | Change Management

Bahuddin Zakariya University , Lahore

Bachelor of Science from Psychology and Education
09.2000 - 03.2003

University Overview

Role-based Anti-Money Laundering and Counter Financing of Terrorism

Learning And Development Centre , Lahore

Certificate of Fair Treatment of Customers
10.2020 - 10.2020

Learning And Development Centre , Lahore

Business Communication
10.2021 - 10.2021

Learning And Development Centre , Lahore

Consumer Products Training
05.2019 - 05.2019

Learning And Development Centre , Lahore

Digital Banking & Liability Products Certificate
05.2018 - 05.2018

Learning And Development Centre , Lahore

General Banking Officer Training Certificate
02.2016 - 03.2016

Learning And Development Centre , Lahore

Grooming Etiquettes
02.2018 - 02.2018

Learning And Development Centre , Lahore

Role Based AML/CFT
11.2021 - 11.2021

Skills

MS Office Suite Skype for Business MS Project

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Timeline

Learning And Development Centre

Role Based AML/CFT
11.2021 - 11.2021

Learning And Development Centre

Business Communication
10.2021 - 10.2021

Learning And Development Centre

Certificate of Fair Treatment of Customers
10.2020 - 10.2020

Tutor

Allama Iqbal Open University
12.2019 - Current

Learning And Development Centre

Consumer Products Training
05.2019 - 05.2019

The University of Lahore

Master of Philosophy from Management Sciences, Marketing and Human Resources
02.2019 - 01.2023

Learning And Development Centre

Digital Banking & Liability Products Certificate
05.2018 - 05.2018

Learning And Development Centre

Grooming Etiquettes
02.2018 - 02.2018

Online Accountant and Bookkeeper

Rana Brothers
02.2017 - Current

Learning And Development Centre

General Banking Officer Training Certificate
02.2016 - 03.2016

General Banking Officer

MCB BANK LIMITED
12.2015 - Current

Assistant Sales Manager

NBP FULLERTON ASSET MANAGEMENT
01.2013 - 01.2015

Allama Iqbal Open University

Master of Business Administration from Finance
09.2011 - 11.2013

Territory Manager

HIMONT PHARMACEUTICAL COMPANY
01.2006 - 01.2008

Bahuddin Zakariya University

Bachelor of Science from Psychology and Education
09.2000 - 03.2003
Shazia KanwalBanker