Muhammad Omer R. Khan Email & Phone Number

New York, Ny, Us

New York, New York, United States

Lead small business cards acquisition for US markets for entire SMB card portfolios.Product development and strategyGo-to market strategyMarketing & AnalyticsDecision ManagementP&L ManagementTechnology & Innovation

New York, United States

• Strategic Vision & Execution: Elevated Citi Bank's existing customer strategy, driving a significant 12% YOY improvement in cross-sell, directly contributing to increased brand loyalty & customer satisfaction.• Financial Acumen & Portfolio Growth: Successfully oversaw efforts culminating in a consistent incremental balance growth of $1 billion annually in 2021 and 2022, demonstrating a keen sense for both micro and macro financial strategies.• Data-Driven Innovations: Introduced and integrated AI models into the bank's operational framework, which proactively identified high-risk customers with an impressive 96% efficiency rate, reducing attrition while growing share of wallet.• Wealth Management & Acquisition: Attracted $50 million during the bonus season in Net New Money, establishing Citi Bank as a preferred choice for high-net-worth individuals seeking robust wealth management solutions.• Technological Leadership: Spearheaded the launch of advanced real-time triggers through the integration of enhanced trigger software, ensuring timely response and optimized customer interactions. Projects- Omni Channel Decision Engine, RTT, EventHub, ChatBot, CBOL Banners, Balance Erosion Model.• Customer-Centric Approach: With a business analytical approach, enabled teams to efficiently spotlight and engage with high-risk customers, reinforcing the bank's commitment to personalized, customer-first banking experiences.• Business Process Optimization: Streamlined retention strategies by leveraging both traditional and digital channels, resulting in a tangible upturn in key metrics and enhanced customer loyalty.

New York, New York, United States

• Strategic Customer Value Enhancement: Elevated HSBC's customer experience and engagement levels by architecting and leading a strategic customer value management initiative that boosted the customer lifetime value by 35% within two years, translating to an incremental revenue of over $50M.• Transformational Leadership & Change Management: Spearheaded a series of transformational projects at HSBC, achieving an average ROI of 150% by cultivating a culture of continuous improvement and adopting innovative change management strategies.• Data-Driven Decision Making & Analytics: Instituted a data-driven decision-making framework at HSBC, leveraging analytics to pinpoint and eradicate operational inefficiencies, ultimately saving the company 25% in operational costs and enhancing service delivery.• Cross-Cultural Communication & Global Expat Experience: Leveraged extensive global expat experience to foster cross-cultural synergies within HSBC, living and successfully managing teams across three continents, which significantly streamlined processes and enhanced international collaboration and understanding.

Washington D.C.

• Strategic Cluster Leadership: Led and enhanced performance across multiple HSBC bank branches, driving the cluster to achieve and surpass sales targets, resulting in over CAD 44 Million in Net New Money (NNM) and wealth of over CAD 4.7 Million net.• Financial Acumen: Demonstrated proficiency in P&L management, actively identifying and capitalizing on revenue-generating opportunities, leading the branch cluster to achieve 256% of NNM target and 254% of wealth target.• Stakeholder Management: Fostered robust relationships with diverse stakeholder groups ranging from internal teams to high-net-worth clients, culminating in a staggering client growth rate of 1814% of the plan and securing the prestigious Annual Lion Award along with three Quarterly Lion Awards.• Global Perspective: Leveraged rich expatriate experience to adeptly navigate varied banking regulations and cultural nuances, positioning the branch cluster as the "TOP" in the country and consistently within Quartile 1.

Toronto, Ontario, Canada

• Global Financial Advisory Expertise: Leveraged in-depth knowledge of international markets to advise over 100 global expat clients, enhancing their investment strategies and fostering a 18% average annual growth in their international asset portfolios during tenure at HSBC.• Client Relationship Management Excellence: Spearheaded the development and maintenance of robust relationships with a diverse clientele of 500+ high-net-worth individuals at HSBC, achieving a remarkable 95% satisfaction rate and effectively expanding the client base.• Strategic Portfolio Management: Directed the management and optimization of investment portfolios totaling over $375 million CAD in assets, consistently delivering an impressive average annual return of 15% over a 5-year period at HSBC.• Personalized Financial Planning and Strategy Implementation: Designed and implemented over 200 tailored financial strategies at HSBC, focusing on wealth accumulation and preservation, which facilitated an average net wealth growth of 10% annually for clients.

Business Analytics, Executive Program

Executive Program for business leaders and experienced professionals. The Business Analytics program is designed to give participants.

B.A.S, Business Administration And Management, General

Activities and Societies: Atkinson Professional Accounting AssociationAccounting

Special Achievement Credits, Mathematics

Advance Level, Accounting And Economics

Economics, Accounting and Mathematics