Imran Khan Email & Phone Number

Dubai, Ae

Dubai, United Arab Emirates

Develop and oversee relationships with Ultra – High Net Worth clientele.Leverage the output from the planning tools to help clients achieve active return on Investments.KPI's (Investments, FX, NII & Assets).Ensure superior customer service thereby contributing to the overall customer experience of Priority Banking requirements.

Dubai

Duabi, Uae

• Handling HNW clients on customized investment Portfolios and innovative banking solutions.• Helping the clients in wealth-generating opportunities for perfect synergy with their short and long-term objectives.• Keep thoroughly up-to-date with the industry & company rules and regulations, KYC & AML policies.• Create a network to channelize new leads and business opportunities resolving customer complaints quickly and effectively.• Closely working with the providers of the entity

Islamabad, Pakistan

• Knowledge of financial markets including equity and fixed income markets.• Responsible for Client profiling and compliance related matters.• Meeting the investment goals and objectives of the customers (Revenue Generation). • Include financial analysis on the investments, the assets that are invested upon.• Joined as a Relationship Officer and within 8 months became Investment Advisor.• Recommend appropriate investments (Mutual Funds).• After 14 months was given a team… Show more • Knowledge of financial markets including equity and fixed income markets.• Responsible for Client profiling and compliance related matters.• Meeting the investment goals and objectives of the customers (Revenue Generation). • Include financial analysis on the investments, the assets that are invested upon.• Joined as a Relationship Officer and within 8 months became Investment Advisor.• Recommend appropriate investments (Mutual Funds).• After 14 months was given a team to handle.• Manager for Sales team, customer Services and operations. Show less

Mba, Marketing

Bachelor Of Science (Bs), Computer Science