Imran Ahmad Baig Mirza - Cmfd (Ifmp), Msba (Vu) Email & Phone Number

Faisalabad, Pk

Achieved Billions of rupees AUM and Millions in MFee. • 30+ Corporate/PF clients added in the region where almost all industry running on RF Lines/Short & Long Term Finances etc. • Successfully Launched UBL FM in Faisalabad Region from scratch in 2014 for both in Retail & Corporate business launching. • Best Performing Team – Retail Account opening in UBL Fund Managers Ltd. Year 2016. • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. • Answer clients' questions about the purposes and details of financial plans and strategies. • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment. • Contact clients periodically to determine any changes in their investment status and asset class. • Investigate available investment opportunities to determine compatibility with client financial plans. • Recommend investment asset classes to the clients, such as stock funds, bonds funds or money market mutual funds.

Faisalabad Region

- Primarily responsible for Wealth Advisory business through Mutual Funds distribution, SMAs, Equity Products, and any other investments products through unbiased & high quality expert advisory.- Meeting sales targets set by management and contributing to team targets by developing sales strategies- Identifying opportunities for further sales and new areas for development through research of the specific industry or market.- Preparing and delivering customer presentations and demonstrations of the Mutual Funds, articulately and confidently;- Demonstrates a true passion for customer service by proactively seeking ways to delight clients and going above and beyond.

Pakistan

Extended the Lending facility from Rs. 90 million to Rs.180 Million (double in next year). • Started with only 3 field sales staff and no support staff with tight credit policy of MCB. • Rs. 250 Million lending facility was extended in December 2013 before leaving. Double the Profits within 2 years. • Motivated & Activated 6 areas of the Region’s key branches/distribution channels. • Before leaving MCB, I had left a trained 3 support staff & 7 field sales staff. • Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval. • Guides and monitors the sales team ensuring the achievement of business growth/loan disbursement targets. • Coordinates with Credit Initiation Unit to ensure smooth and quick application processing by providing the support of the team to answer all queries regarding the customer • Regular meetings with Team Managers and MCB Distribution Regional Heads & BMs, to enhance high quality of business.

Faisalabad

-To manage sales team of deposit mobilization.-To identify and solicit high net worth individual/SME & Corporate.-To identify the SME for SME Loans and processing.-To check the daily call memos of sales team regarding deposit mobilization on monthly basis.

-Re-launched this organization in Faisalabad Zone successfully. • Before Stock Market Turmoil of Year 2008, a portfolio of Rs.300 million was generated. • Over 300 retail accounts were opened in a market who has almost no knowledge about Mutual Funds at that time. • Interview clients to determine their current income, expenses, tax status, investment objectives, risk tolerance, or other information needed to develop an investment plan. • Manage client portfolios, keeping client plans up-to-date. • Explain to clients the personal investment advisor's responsibilities and the types of services to be provided. • Recruit and maintain client bases. • More than 10 campaigns were managed through 7 team members on different occasions. • Sales/Wealth Advisor’s Team Management & Procurement of Retail & Corporate Business. • Evaluating the ability and desire to seek risk and helping clients make the best asset allocation decision for their investments, into the appropriate funds, accordingly. • Promoting the brand image of AHI through conducting various presentations and information seminars for institutional and individual groups.

Faisalabad

- Prepare and deliver lectures to undergraduate and/or graduate students on topics such as financial accounting, principles of marketing, and operations management- Evaluate and grade students' class work, assignments, and papers- Initiate, facilitate, and moderate classroom discussions.- Advise students on academic and vocational curricula, and on career issues

Worked as Relationship Manager - Car Financing Member of RMs Team of Citibank Car Financing who achieved US$ 4.11 Mn in Dec. 2005. • Booked Highest Volume in the History of Citibank Faisalabad in Dec 2005 i.e.; Rs. 50 Million as RM. • Faisalabad credit limit was busted 1st time in Dec. 2005. In reward an Award was given by Citibank’s Country Manager in Karachi. • Member of RMs Team of Citibank Autos who achieved 600 Loans countrywide in June 2006. • Extra Mile Award 2005 & Extra Mile for Meeting Expectation Award 2005. • Letter of Achievement from Country Manager on Performance of Year 2004. • Country Wide Top Performing Relationship Officer (Team Manager) in 4th Qtr. 2004. • Top Performing Relationship Officer (Team Manager) of 1st , 2nd & 3rd Quarters of 2004. • CitiBank Quality Overview Certificate of Attendance. • Gold Medalist & Best Performer of Year 2002. • Top Performer (Direct Sales) of 1st Qtr 2003. Top Performer of 2nd & 3rd Qtr 2002. • Winner of Citi Gold (Category). • Member of Citi Champions Club. • 3 DSAs & 3 Sales Teams were developed and produced excellent relationships with authorized dealers & other stakeholders. • Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs. • Resolve customer complaints regarding sales and service. • Advise dealers and Direct Sales Associates on policies and operating procedures to ensure functional effectiveness of business. • Visit Citibank authorized dealers to stimulate interest in establishment or expansion of leasing/financing programs.

Master Of Science (Ms) In Business Administration Leading To Phd., Marketing/Marketing Management, General, Cgpa 3.35/4

M.Com, Marketing & Finance, Cgpa 3.62/4

Matriculation - F.Sc, Science

Activities and Societies: School's Best March Past Winner Bitalion Commandar - College NCC Team

Bachelor'S Degree, Accounting