Kamran Rasheed Email & Phone Number

Karachi, Pk

Karāchi, Sindh, Pakistan

To manage Mutual Funds Sales & Distribution network and UBL Signature Priority Banking Proposition.Network wide Launched of Signature Priority Banking (Market First).Develop SOP for Mutual Funds distribution via UBL branch network.Act as a liaison between UBL Funds & Bank for product development, distribution agreement, SLA, SOPs improvement, automation, sales strategy, campaign design and execution.Train field staff and equip them with product knowledge for accuracy in dissemination to customers for both Mutual Funds and Priority Banking segments.Target Setting and financial projection for Mutual Funds sales and Signature Priority Segment.Identify the GAP regarding mutual funds KPI score/weightage in performance evaluation for branch staff.Automation for the process of account upgrade/downgrade for signature priority customers.Design, develop and execution of campaigns.Automation for priority pass issuance for signature customer.Develop new product paper for signature priority proposition.Act as a liaison between HBL AMC & Bank for product development / identify the wealth products according to market need and customer profiles.To Manage Flagship Branches Tracker, including analysis on renovation, L&D trainings, HR, operational staff hiring and to identified the GAP.Act as a liaison between Marketing department, Consumer team, Contact Center, IT, vendor for development, agreement, SLA, SOPs improvement, automation, alliances for signature priority banking proposition.To manage disbursement of staff incentives, regular and campaign wise.Visits Regions for branch staff training regarding mutual funds products and signature priority proposition.

Hbl Tower Clifton Karachi

HBL - HBL Wealth Management  To manage Wealth Management Sales & Distribution network To manage Wealth Management Corporate and HNW Sales To train the front line and branch staff on product knowledge and selling skills on a regular basis, with the focus of educating them about the mutual funds industry its dynamics and products features Act as a liaison between HBL AMC & Bank for product development / identify the wealth products according to market need and customer profiles.  Act as liaison between HBL AMC and other stake holders for improvement of operational process and to ensure high customers satisfaction To develop Product Program (PPG), Distribution Agreement and SLA Monthly reconciliation of fee income and front end load (FEL) Responsible for commission disbursement of branch staff To ensure that branch queries relating to wealth products are addressed immediately & adequately.  Design, develop and execution of campaigns Act as trainer for MTs for HBL IS products. Responsible to develop sales distribution strategy and financial projection for IS business To Manage daily MIS and campaigns MIS

Karachi

HBL Asset Management Limited To setup a sales analysis platform for retail and corporate team to ensure overall sales achievements while helping them to improve service levels for customers. To develop risk profilers with different strategies to boost sales volume. To develop various types of analytical calculators which help sales staff to gauge mutual funds performance and educate customers to assist on investment decision Tax Savings Calculator, Life Savings Calculator, Income Payment Plan Calculator To develop Monthly Fund Managers Report To develop Voluntary Pensions Schemes presentation (VPS) Identify new opportunities for business growth and acquisition through the leverage of existing product capability To develop different analytical reports for management and fund managers to help them for making sales and portfolio investment decision, reports included are as, Risk Concentration Analysis  Unit Holder Pattern Analysis Mutual Funds Industry Analysis

Karachi

Arif habib Investment Ltd. As a Senior Analyst my responsibilities were to developed new marketing & sales tools, analysis the products to help corporate & retail team for generating the sales leads, sales analysis of the company & developing the marketing research and sales system. Coordinating with fund manager in day to day activities. Following were my job responsibilities. Developed 1st Online MFIS System (Mutual Funds Information System) in the industry, System Covers maximum information about the asset management companies & there funds. System also generating different analysis reports of multiple funds Registered MCB funds into Morning Star database, first Asset Management Company in Pakistan to registered its products internationally and represent the industry. To Developed mutual funds Risk/Returns analytical reports (reports covers funds returns, statistical ratio e.g. Alpha, beta, sharpe ratio, VaR (Value @ Risk), standard deviation, RAR, & others ratios. Developed Confidence Interval analysis for Equity markets – defining ranges for trading purposes Developed Optimal Portfolio Analysis for fixed Income fund managers to make investment decision and maximize portfolio returns. Developed Frozen Portfolio Analysis with risk concentration for equity funds. Developed Liquidity Risk Analysis Report with redemption spectrum for equity funds To Analysis on Asset Liability Management / SMA (Separately Managed Account) Developed performance Appraisal Analysis grid for the company/KPI Report Developed first peer group index for fixed income funds Developed Correlation Matrix for Equity markets/funds Developed Probability of Rise Analysis for Equity Markets Developed fund fact sheets. Developed Shariah Compliant Model for Islamic funds Monthly fund managers reports Research morning brief Developed Sales MIS

Karachi

 Responsible to developed corporate sales presentation Responsible to developed portfolio analytical reports for corporate customers. Developed sales MIS for RMs Developed mutual funds industry analysis report. (Monthly Basis)

Karachi

As a Research Executive worked in IGI Investment Bank (formerly known as First International Investment Bank) my responsibilities included. • Maintaining two databases of open-end mutual funds for Fund Select.• Maintaining fund manager reports of all the open-end funds.• Develop fact sheets of all open-end mutual funds.• Develop returns sheets. • Develop daily rates sheets.• Developed the comparison reports of all the open end funds based on different ratios• Developed the comparison report of all the open end funds based on the fund size.• Comparison report based on monthly returns.• Mail Daily Rates sheets of all the client of Fund Select Department.• Regular correspondence with the software team and providing them with the required information.• Calculation of Alpha, Beta, Sharpe Ratio, Standard deviation, R- Squired for Fact Sheets & FMR.

Karachi

As an Associate lecturer in H I Osmania Govt. Girls College from Jan 06 to Oct 06. Had teaches Statistics & Business mathematics.

M.Sc Statistics, Statistics

B.Sc, Science