Muhammad Moaz Qureshi Email & Phone Number

Lahore, Pk

Pakistan

Pakistan

Lahore, Pakistan

• Managing funds of corporate institutions both public and private sector.• Financial advisory for company provident fund• Marketing of suitable products to corporate clients for short term and long term.• Developing financial portfolios with structural investment• To provide customized separately managed accounts to individual and corporate entities. • Relationship building with existing clients for client services.• Timely reporting of accounts statements and other… Show more • Managing funds of corporate institutions both public and private sector.• Financial advisory for company provident fund• Marketing of suitable products to corporate clients for short term and long term.• Developing financial portfolios with structural investment• To provide customized separately managed accounts to individual and corporate entities. • Relationship building with existing clients for client services.• Timely reporting of accounts statements and other reporting required time to time.• Monitoring of accounts on monthly basis that they follow to SECP rules and regulations• Following of SOPS and to lay down financial rules keeping in view of accounting principles Show less

Lahore, Pakistan

• Managing funds of corporate institutions both public and private sector.• Developing financial portfolios with structural investment• To provide customized separately managed accounts to individual and corporate entities. • Preparing day to day financial statements and books of accounts of investment portfolios.• Assist and advise auditing and finance team for risk cover and insuring establishment of financial systems.• Following of SOPS and to lay down financial rules… Show more • Managing funds of corporate institutions both public and private sector.• Developing financial portfolios with structural investment• To provide customized separately managed accounts to individual and corporate entities. • Preparing day to day financial statements and books of accounts of investment portfolios.• Assist and advise auditing and finance team for risk cover and insuring establishment of financial systems.• Following of SOPS and to lay down financial rules keeping in view of accounting principles. Show less

Lahore, Pakistan

• Mobilization of funds into account as a core process to bring liability sales upfront.• Acted as Branch Manager, as and when required & performed all such functions thereto by maintaining effective and efficient branch operations• To manage branch activities efficiently and effectively.• Looking after cash management process and reporting discrepancies and errors on day to day basis.• Monitoring of weekly and monthly financial reports of inflow and outflow of… Show more • Mobilization of funds into account as a core process to bring liability sales upfront.• Acted as Branch Manager, as and when required & performed all such functions thereto by maintaining effective and efficient branch operations• To manage branch activities efficiently and effectively.• Looking after cash management process and reporting discrepancies and errors on day to day basis.• Monitoring of weekly and monthly financial reports of inflow and outflow of funds.• Evaluating risk controls and implementing procedures to adhere to bank policies. • Marketing financial products for individuals and corporate clients.• Vigilant Anti money laundering protection system.• Looking after compliance and Shariah Audit.• Effectively manage service quality SOPs. Show less

Lahore

•To achieve agreed sales target as given by the Branch Manager•Intelligently access the needs and problems of the existing customers and guide them in the best solution of their queries and concerns.•To monitor customers fund movement and identity where customers falls below criteria level•To keep customers informed of new products/services and promotional activity•To ensure the highest standards of know-your-customer requirements supported by documentation•Monitor and… Show more •To achieve agreed sales target as given by the Branch Manager•Intelligently access the needs and problems of the existing customers and guide them in the best solution of their queries and concerns.•To monitor customers fund movement and identity where customers falls below criteria level•To keep customers informed of new products/services and promotional activity•To ensure the highest standards of know-your-customer requirements supported by documentation•Monitor and follow AML guidelines – in compliance with Policy to ensure zero issues raised in Group/SBP Audits•To develop a potential customer database for new business development.•To ensure Account Opening procedures are strictly adhered to as per policies and guidelines•To solicit fresh customers as per agreed Bank’s sales policy, strategy, and targets•To follow the sales management process on a regular basis and submit required reports to the Branch Manager on a timely basis•Ensure backlogs are strictly tracked and escalated to appropriate levels – e.g. STR, CDD expiries, Daily AML queries or any other AML-related concerns raised.•Acted as Branch Manager, as and when required & performed all such functions thereto by maintaining effective and efficient branch operations Show less

Lahore, Pakistan

• Client Financial portfolio management, preparing daily, weekly financial reports and monitoring, Customer due diligence, target rolling achievements.• Vigilant Anti money laundering protection system.• Supporting and leading customer relationship team.• Marketing financial products for individuals and corporate clients.• Mobilization of funds into account as a core process to bring liability sales upfront.• Assortment and scrutiny of data for report compilation… Show more • Client Financial portfolio management, preparing daily, weekly financial reports and monitoring, Customer due diligence, target rolling achievements.• Vigilant Anti money laundering protection system.• Supporting and leading customer relationship team.• Marketing financial products for individuals and corporate clients.• Mobilization of funds into account as a core process to bring liability sales upfront.• Assortment and scrutiny of data for report compilation, follow-ups, cross products selling.• Financial forecasting of revenue in portfolio on periodical basis with the help of profitability ratios. Show less

Master Of Business Administration (M.B.A.), Finance & Marketing

Bachelor Of Business Administration (Bba), Hons