Behram Khan Email & Phone Number

Lahore, Punjab, Pakistan

Lahore, Pakistan

Improved and updated the excel templates used to process monthly Front-end load (FEL), Management fee revenues, staff commissions & Terradata reporting to reduce the processing time from 4 days to 1 day.• Formulated the monthly Profit & loss file to be shown to higher management inclusive of variance & projections.• Maintained a close working relationship with all internal and external stakeholders inclusive of retail heads & the asset management company (AMC) team.• Conducted random internal audits followed by program changes as required to maintain compliance to State Bank of Pakistan and Securities and Exchange Commission of Pakistan regulations.• Initiated a training program with the banks learning center for Branch Managers to equip them with the skills necessary to feel comfortable recommending mutual funds to their clients which resulted in branch activation increasing from 62% to 80% over 12 months.• Forecasted & finalized the 2018 & 2019 budgets for the unit by means of excel modelling along with Unit head & Group head.• The Head of Wealth Management & I sold Assets worth PKR 1 Billion to new corporates & retained 2Bn of 4Bn maturing in 2018 despite the crumbling capital markets. This helped the unit reduce variance against budget of -24% to -11% at year-end 2018.• Built rapport with HNW & corporate clients and acted as their sales manager providing high quality client service.• Provided sales team with proposals, presentations & peer fund analysis for client meetings.• Conducted Analysis of the unit’s sales to provide senior management with periodical sales comparisons including risks & enablers which included 3 sales bonanza programs which resulted in approximately 40% of the total sales in 2018.

Greater Boston Area

I help my clients with a wide variety of financial and estate planning, from retirement income to funding children's education.I align their financial needs and goals to devise a financial plan that is customized to help them reach their financial goals

Greater Boston Area

Pakistan

Analyzed financial status of clients by collecting, monitoring and studying data and then recommending actions. Also worked closely with the CEO, CFO and Senior Financial Analysts.

Lahore, Pakistan

Bachelor’S Degree, Economics

High School, Engineering

Activities and Societies: Soccer, tennis, swimming, squash, horse riding