SUMMARY OF QUALIFICATION
● using M.S Excel
● Typing in Urdu and English
● Expert in using M.S office 2007
● Confident attitude and a proactive approach to work.
● Ability to manage multiple tasks.
● Good communication skills.
● Fast learner and planner.
● Creative and innovative thinker.
● Can work as part of a team.
● Able to deal with highly confidential matters professionally.
● Good interpersonal communication skills.
● Good social and managerial skills.
Job Responsibilities:Portfolio Analyst Wealth Managment BankIslami, Pakistan, KarachiAs a Portfolio Analyst at Wealth Management BankIslami in Pakistan, I had the opportunity to utilize my strong analytical and financial skills to effectively manage and monitor Personal Banker(PBs) portfolios.With a keen eye for detail and a deep understanding of market trends,I played a crucial role in optimizing PBs portfolio performance and ensuring client satisfaction.
Monitored portfolio performance and made necessary adjustments
Collaborated with Personal Banker to streamline processes and improve efficiency
Generated detailed reports on portfolio performance for senior management
Tracked market trends and provided insights for decision making
Conduct PBs training session for improving their monthly and yearly
performance to achieving their targets.
• As a Portfolio Analyst at Wealth Management BankIslami in Pakistan, I
had the opportunity to utilize my strong analytical and financial skills
to effectively manage and monitor Personal Banker(PBs) portfolios.
With a keen eye for detail and a deep understanding of market trends,
I played a crucial role in optimizing PBs portfolio performance and
ensuring client satisfaction.
• Monitored portfolio performance and made necessary adjustments
• Collaborated with Personal Banker to streamline processes and im-
prove efficiency
• Generated detailed reports on portfolio performance for senior man-
agement
• Tracked market trends and provided insights for decision making
• Conduct PBs training session for improving their monthly and yearly
perfomance to achiveing their targets.
Wealth Management department
Job Responsibilities
• As a Portfolio Analyst at Wealth Management BankIslami in Pakistan, I
had the opportunity to utilize my strong analytical and financial skills
to effectively manage and monitor Personal Banker(PBs) portfolios.
With a keen eye for detail and a deep understanding of market trends,
I played a crucial role in optimizing PBs portfolio performance and
ensuring client satisfaction.
• Monitored portfolio performance and made necessary adjustments
• Collaborated with Personal Banker to streamline processes and im-
prove efficiency
• Generated detailed reports on portfolio performance for senior man-
agement
• Tracked market trends and provided insights for decision making
• Conduct PBs training session for improving their monthly and yearly
perfomance to achiveing their targets.
During my time as a Phone Banker at BankIslami in Pakistan, I was
responsible for providing exceptional customer service by assisting
customers with their banking needs and inquiries. With my strong com-
munication skills and extensive knowledge of the bank's products and
services, I was able to effectively handle customer concerns and build
lasting relationships.
• Assisted customers with banking transactions
• Provided information on bank products and services
• Resolved customer complaints and inquiries
• Built strong relationships with customers through excellent service