Bilal Maqsood Email and Phone Number

• Attained over 100 hours of Sales Engineering and Tech Sales training and experience• Leveraging discovery and qualifications to create proposals and deliver the best user experience• Leveraging persuasion objection handling skills to upsell products and services to clients• Assimilated, hands-on CRM training and experience with Salesforce, HubSpot, Jira and ClickUp• Cultivated demos, proposals, and other various document presentations• Integrated with sales, marketing and management teams to develop solutions and accomplish objectives• Diagnosed customer requirements and identified solutions that best fit their business objectives• Contributed actively in the negotiation and closing of sales deals•

- Shares the value of Chase Private Client with clients that may be eligible - Actively manages around 50-100 clients by managing their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs - Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs - Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week - Adheres to policies, procedures, and regulatory banking requirements.

- Manage online, phone and in-person room reservations- Welcome guests, check them in, distribute room keys and explain the hotel’s amenities- Take payment from customers- Respond to guests’ issues and complaints in a friendly, timely manner- Explain local amenities and attractions to guests- Work with other staff members to ensure that all guest rooms meet hotel standards and accommodate any special client needs- Assist customers with the planning of special events such as weddings and business conferences- Arrange specialized services for VIP customers

- Managing records and receipts.- Reconciling daily, monthly and yearly transactions.- Developing an in-depth knowledge of organizational products and process.- Providing customer service to clients.- Resolve financial disputes raised by the customer service and sales teams.- Being a key point of contact for other departments on financial and accounting matters.- Supporting the Finance Manager and executives with projects and tasks when required.

Responsibilities include: • Oversees financial planning, procurement, and investment of funds for an organization.• Handles receipt, disbursement, banking, protection and custody of funds, securities, and financial instruments.• Forecast for future financial decisions and positions.• Advises management on investments and loans.• Prepares and interprets financial reports.• Oversee account collections and credit extensions.• Oversee investment portfolio management.

Responsibilities include: • Collating, checking and analyzing spreadsheet data.• Examining company accounts and financial control systems.• Checking that financial reports and records are accurate and reliable.• Ensuring that assets are safeguarded.• Identifying if and where processes are not working as they should, and advising on changes to be made.• Undertaking reviews of wages.• Planning and conducting professional external audits.• Involved in financial reporting, risk management, compliance & integrations.• Assists in the training and coaching of junior members of audit team.• Promote controls and sound risk management. • Identify any gaps in controls and make practical recommendations. • Performing audit assignments in compliance with the International Audit Standards (IAS) and International Financial Reporting Standards (IFRS).