Muhammad Umer Ali Email & Phone Number

Karachi

Maintain portfolio of retail and corporate clients to facilitate for mutual funds investment through various distribution platforms in Pakistan.

Karachi

Responsible to run sales function in Micro Finance Banking Channel of BancaTakaful products. Handling all training matters of internal sales staff as well as for partner banks.

Karachi

Responsible of all internal training including BancaTakaful Referral and Direct Sales team as well as Training for the Banks' sales staff.

Karachi

German Based Financial Products Distribution Company Responsible for smooth distribution of Takaful Sales in Pakistan’s South and lower Punjab Regions with our distributor banks Actively involved and extensive travelling within the regions to make sure proper training of the banks staff for Takaful sales  Unique position of working with one organization but having diverse experience of Pakistan’s major banks including Standard Chartered, MCB, Faysal Bank, Bank Alfalah, Bank Islami, Dubai Islamic Bank, albaraka  FWU sales channel development, training of new staff Participated in launching of banks, their trainings and implementation of the system for Takaful sales  Coordination with product development team to update market requirements and design product accordingly

Glasgow, United Kingdom

A well reputed Security Service Provider Through the relationship, communication and leadership skills, I managed to get supervisory role in a British organization Managed acceptability from the clients and win their trust for the company and my personal after sales services  Took over this role when company was limited within the city, I managed to win the contracts in major cities of Scotland including Edinburgh, Dundee and surroundings Participated to introduce conventional marketing tools including ATL and BTL advertising Liaising with police other local authorities to report incidents and resolve them Managed and support over 100 staff all around Scotland and stand by for their support over 50 different locations

Glasgow, United Kingdom

SKY A leading Direct-to-Home (DTH) television service provider Worked in retention and cancellation department which considered as most difficult place where customers always call for cancellation mostly in case of complaints  Managed to maintain over 90% retention rate through engaging, probing the reasons of complaints and resolving them over the phone Outbound calling to the customers who already cancelled their packages and managed to win over 70% customer’s confidence

Karachi

Mutual funds Distribution Company Designed sales structure, strategy and team from scratch  Training of sales staff and introduced them into the market with all the distribution partners Market research and sales forecast to setup sales targets  Monitoring and reporting sales progress to the CEO Developed and implemented branches structure according to the contract between Reliance Financials and Hum Securities Processed and executed sales contracts between various asset management companies and Reliance Financials Organized and participated sales campaigns, seminars and presentations

Karachi

AAM is an asset management company for managing open-ended and closed-end funds As a part of Atlas group, I have been placed in Atlas bank branch and through the skills I developed in Al Meezan, I managed to had strong relationship with bank’s staff and worked as their own team member Being a member of new branch, I did not only increased mutual funds sales but also participated to increase branch deposit through sales calls, cold calling and face to face marketing to prospective customers Keeping and eye on essential financial market data and reports; learned the skills to utilize this information for the benefit of the customers and win their trust Master of strong follow-up with prospective clients as well as existing to maintain high level of after sales  Conducted training and development programs for new recruits  First time used advance reporting system called ORACLE CRM which was unique and only managed CRM available in mutual funds industry

Karachi

Al Meezan Investments is the largest Shariah compliant asset management company in Pakistan Successfully accomplished challenging task to maintain relationship with internal customer (Meezan Bank’s staff) where they gave a place to sit but had fear to lose their deposit through mutual funds  Consecutive top performer in Pan Pakistan  Managed to gain the trust of high net worth clients with having only one equity fund in a volatile stock market

Karachi

One of the best known Medical Universities in Pakistan, possessing several campuses in various countries; a highly recommended private sector Hospital in Pakistan  Learned the skills to engage clients over the phone and implemented them successfully  Great experience of implementing sales and marketing strategies what I learned in MBA with this job  First experience of direct interaction with the clients to sell them internet packages and my achievements made me realize how successful I can be in the field of sales and marketing Opportunity to interact finance and understand financial procedure while preparing of credit sales report Gained the experience of ISO procedures in world class organization which helped me to learned the skills of ATTENTION to DETAILS

Master Of Science (Msc), Business/Managerial Economics

Activities and Societies: Student UnionMSc Business Economics

Mba, Marketing And Management

Activities and Societies: SeminarsMBA Marketing and Management

Post Graduate Diploma, Islamic Banking And Finance

Certification, Islamic Banking And Finance

Activities and Societies: Shariah ComplianceOne month Islamic Banking and Finance certification including islamic modes of financing.

Mutual Funds Distributors Certification

Certified through Institute of Financial Markets of Pakistan in Mutual Funds Distribution, Pakistan's Market Regulations, Fundamentals.