Bilal Tariq Email & Phone Number

Pakistan

Karachi, Pakistan

www.matrixfit.co

Portfolio Department

• Advising & Managing wealth of high net-worth individuals through investments in Fixed Income & Equities instruments
• Assists in management of ~USD 250 million in assets
• Represent Alfalah Investment’s Separately Managed Account [SMA] business
• Assists Sr. Management in new client acquisition and retention through a broad knowledge of investments, portfolio management services and financial planning
• Prioritize enhancement of the client experience and assist the portfolio management team to deliver a complete investment management solution
• Support Sr. Management during the sales process and ongoing client management. Includes reviewing and building investment proposals, coordinating information and communication with clients and execution of client needs

Lahore, Pakistan

• Analysing data across all business segments for the Business Development & Licensing Director of Asia Pacific
• Evaluating & Initiating business development projects, through active communication across regional teams
• Supporting segment director manage a portfolio exceeding $150M across Asia Pacific
• Facilitating connectivity between external associates & internal teams to ensure productivity & proper alignment of strategy
• Researching data, & Presenting senior management with precise recommendations & outlooks based on its analysis
• Assisting Senior Management of the company with collecting sensitive high level data of the industry and apply the findings into a complex industry analysis for Corporate Planning and Strategy of the firm

Pakistan

• Analysed projects worth $5 - $10M, which collectively made a portfolio of $250M using financial models such as ROE, ROA, NPV, IRR for leverage buyouts & credit reviews
• Developed credit proposals, business cycles, & structured credit lines
• Collated & assimilated data into presentations used to make pitch-books for prospective clients such as BP
• Evaluated client accounts using learning’s from taught-courses to identify the organisation’s financial strength

Pakistan

• Rotated in major banking functions to gain an end-to-end understanding of the challenges & opportunities of its market
• Acquired basic training on sales skills, customer service, relationship management & an overview of Credits & Products
• Developed an understanding to bespoke solutions for customers using competitor knowledge, segmentation & profiling
• Presented key learning’s & career interests in front of senior leaders from different departments of the bank

Karachi, Pakistan.

• Rotated in four departments, namely; Account Management, Client Service, Creative & Marketing.
• Assisted the Creative Director in launching an advertising campaign for Mobilink Pakistan; Telecommunication giant.
• Understood different methods used in Direct Marketing, Brand Ambassadorship and Brand Positioning for FMCG’s and Financial Services.

Master Of Science (Msc), Management, Merit With Distinction In Consulting Project

Activities and Societies: 1] Attended an Executive Project Management (IPMA Level D) by APMP fully sponsored by UCL. 2] Founder of The.

Bsc (Hons), Accounting And Business/Management, First Class Honors

Activities and Societies: 1] Promotions Officer at Brunel Entrepreneur Society 2] Member of Brunel University Swimming Team from 2007.

International Baccalaureate, Business/Managerial Economics, Ib Diploma

Activities and Societies: 1] Captain of the Volley-Ball Team in inter-school championships. 2] Captain of the Swimming Team in the annual.