Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Uzam Malik

Islamabad

Summary

I am a dynamic and results-driven professional with a strong background in accounting, virtual assistance, and customer support—skills that seamlessly translate into a high-performing sales environment. My experience managing financial records and ensuring regulatory compliance has sharpened my attention to detail and analytical thinking, while my roles in administration and customer service have honed my communication, coordination, and relationship-building skills.

In customer-facing roles, I’ve consistently delivered exceptional service by understanding client needs, resolving issues efficiently, and maintaining a positive rapport—essential qualities for driving customer satisfaction and retention in sales. I’m also experienced in using Salesforce, which has enabled me to manage client pipelines, track performance metrics, and streamline sales processes effectively.

I thrive in collaborative, team-oriented settings and excel at leading and motivating teams to exceed goals. With strong coordination skills, I keep projects organized, align efforts across departments, and ensure smooth execution of sales strategies. My ability to communicate clearly, delegate strategically, and foster a supportive environment contributes to both individual and team success.

By combining my diverse experience with a passion for connecting with clients and achieving targets, I bring a well-rounded, proactive, and customer-focused approach to sales.

Overview

3
3
years of professional experience

Work History

Operations Trainer/Mentor

SquareTrade Inc.
10.2023 - 10.2024

As a mentor for new agents at SquareTrade, I played a key role in onboarding and training employees for customer support operations. I guided new hires through company policies, helped them navigate support tools, and coached them on handling customer inquiries effectively. By answering questions, sharing best practices, and providing hands-on training, I ensured they gained confidence and efficiency in their roles. This experience also gave me a strong understanding of Salesforce, as I frequently worked with the platform to assist agents in managing customer interactions and resolving issues efficiently. My mentorship contributed to maintaining high customer satisfaction and upholding the company's service standards.

Client Retainment Executive

BB Holdings
04.2023 - 07.2023

As a Client Retainment Executive at a holding company, I focused on maintaining strong client relationships, addressing concerns, and implementing retention strategies to ensure long-term satisfaction and loyalty.

Accounting Executive

Delta LPG Pvt Ltd
06.2022 - 04.2023

As an Accounting Executive at an LPG selling company, I managed financial transactions, maintained accurate records, and ensured compliance with tax and regulatory requirements. My responsibilities included processing invoices, handling accounts payable and receivable, reconciling bank statements, and preparing financial reports. I also assisted in budgeting, forecasting, and cash flow management to support the company’s financial stability. By leveraging accounting software and industry best practices, I contributed to efficient financial operations and informed decision-making within the organization.

Jr Accounting and Finance Executive

Punjab Aab-e-Pak Authority
01.2022 - 06.2022

As a Junior Accounting Executive at the Punjab Aab-e-Pak Authority, my role primarily involved assisting in financial record-keeping, preparing financial reports, managing invoices, and ensuring compliance with accounting standards and government regulations. I helped maintain accurate financial data, assist in budgeting processes, support audits, and coordinate with internal teams for financial documentation. My responsibilities also included processing payments, reconciling accounts, and contributing to the overall financial efficiency of the organization.

Financial Research Analyst

Harvest Group
10.2021 - 01.2022

As a Research Analyst I was responsible for conducting in-depth market research and analysis of commodities, futures, and derivatives. My role involved tracking market trends, economic indicators, and global trade developments to provide data-driven insights and reports. I had to develop forecasts, support trading strategies, and assist in risk assessment. Additionally, I collaborated with traders, risk managers, and clients to provide analytical support and recommendations. Strong quantitative, analytical, and communication skills are essential for this role.

Education

BBA - Business, Finance And Marketing

Islamic University of Pakistan
Sialkot
06-2024

Certificate in Accounting And Finance - Accounting And Finance

CPE (Central of Professional Excellency)
Islamabad
11-2020

Skills

Operations Management

Analytical Thinking

Production Planning

Business Analysis

Employee Engagement

Feedback Delivery

Teamwork and Collaboration

Communication Strategies

Data Entry

Multitasking

Work Coordination

Multitasking Abilities

Adaptability and Flexibility

Verbal and Written Communication

Active Listening

Additional Information

Over the years, I’ve had the opportunity to work on a range of projects with Farda Productions Pvt. Ltd., beginning my journey as a Finance Manager, where I was responsible for overseeing project budgets, managing financial reporting, and ensuring smooth fiscal operations. As I grew more involved with the creative and logistical sides of production, I gradually transitioned into roles as an Assistant Director and later as a Production Manager. In these capacities, I managed shoot schedules, coordinated teams, liaised with clients, and ensured the successful execution of projects from pre-production to post. This progression allowed me to develop a well-rounded understanding of both the operational and creative aspects of production, while strengthening my leadership, coordination, and client-facing skills.

Timeline

Operations Trainer/Mentor

SquareTrade Inc.
10.2023 - 10.2024

Client Retainment Executive

BB Holdings
04.2023 - 07.2023

Accounting Executive

Delta LPG Pvt Ltd
06.2022 - 04.2023

Jr Accounting and Finance Executive

Punjab Aab-e-Pak Authority
01.2022 - 06.2022

Financial Research Analyst

Harvest Group
10.2021 - 01.2022

BBA - Business, Finance And Marketing

Islamic University of Pakistan

Certificate in Accounting And Finance - Accounting And Finance

CPE (Central of Professional Excellency)
Uzam Malik