www.matrixfit.co

• 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• Develop an understanding and assists Sr. Management in the sale of investments, and portfolio management services including, but not limited to: asset allocation on structured portfolios, managed portfolios, portfolio reviews, deposit and loan solutions, and identification of wealth planning opportunities• Develop in-depth knowledge of portfolio’s assets and exposure. Identify opportunities and prepare recommendation memo to seek approval for investment• Partner with and collaborate various departments, including sales, investor services, marketing, legal, and brokerage to ensure the successful execution of the SMA plan • Establish and manage relationships with identified clients and prospects and maintaining existing adviser relationships• Prepare marketing material such as customized pitch books, mandate-specific and portfolio review presentations• Performed operational tasks of assigned SMAs such as collecting information, documentation, contractual review and documentation, billing history and approval compilation

• 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• Working with Business Development team in implementing new strategies for the firm on a day to day basis and assist the team in accessing efficiency of the new strategies• Developing good relationship throughout all the division of the firm including helping Senior Management with constant communication with multiple business units• Developing business models to calculate the cost-benefit relationship of the company’s business units and as well as new projection of the future projects• Conducting a survey of the industry by performing competitor analysis and deriving the data into a business model of industry • Assisting Business Development team with data maintenance and update information of each division in the database • Producing weekly and monthly meeting summary for the Business Development team • Assisting Senior Management with presentation materials in high level meetings with internal division and Directors

• 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

• 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

• 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.