Zeeshan Younas

• Develop and maintain strong relationships with clients to ensure long-term business partnerships.
• Identify customer needs and provide tailored financial solutions to enhance client satisfaction.
• Act as a point of contact for clients, addressing inquiries and resolving issues promptly.
• Assist in sales and business development by promoting financial products and services.
• Collaborate with internal teams to ensure smooth service delivery and customer support.
• Conduct market research to identify new business opportunities and industry trends.
• Maintain accurate records of client interactions and prepare reports for management.

• Advise high-net-worth individuals and institutional clients on wealth management and growth strategies.
• Develop personalized financial plans tailored to clients' financial goals.
• Manage investment portfolios to maximize returns while mitigating risks.
• Provide expert guidance on tax optimization and risk management.
• Assist clients in long-term financial planning and asset allocation.
• Stay updated on market trends and regulatory changes to offer informed financial advice.

Leopard Courier Services, Lahore, Pakistan
January 2019 – December 2023

• Supervised logistics staff, ensuring optimal performance through training, attention to detail, and empathetic problem-solving.
• Assisted in staff assessments and performance evaluations.
• Resolved staff and guest conflicts professionally and courteously.
• Managed inventory and procurement of business supplies.
• Oversaw guest billing, resolved payment disputes, and ensured accurate financial transactions.
• Handled administrative tasks, including bookings, check-ins, phone inquiries, and responding to emails and social media inquiries.
• Served as the Receptionist and primary Sales Point of Contact (POC).

Client Relations Officer

Leopard Courier Services, Lahore, Pakistan, 2017 – 2018.

• Managed client relationships by addressing inquiries, providing expert advice, and introducing new products.
• Facilitated communication between the company and clients through emails, phone calls, and in-person visits.
• Ensured customer satisfaction by proactively resolving issues and maintaining strong business relationships.