Naeem Arshad Email & Phone Number

To Cross-sell banks all products related to assets, liabilities, and wealth managementEnsure Net Promoter Score above 100%Intelligently access the needs and problems of existing customers and guide them in the best solution to their queries and concerns.Protect of the bank's reputation. Banks' ability to meet legal and regulatory obligations. Minimising risk of Bank being used by money launderersTo monitor customers' fund movement and identify where customers fall below the criteria level.Identifying and securing new revenue-generating ideas for the BankDaily assessment of credit and other risks involvedAssessment of the quality, potential, and profitability of new relationships as well as the existing portfolio;Marketing the Bank's products and services to customers (new and existing)

- Devised detailed assessment of credit analysis for all bank's cross-sell products, assessing risk within pre-defined exposures, and determining creditworthiness to support informed lending decisions. Collaborated closely with the credit risk team to secure and optimize credit lines for clients, streamlining the credit allocation process and supporting effective risk management.

A member of the business team developing and maintaining relationships with a portfolio of business banking customers and connected personal customers.Assist the customers with product information and to perform customer relationship development, research into solutions to meet customer's needs using market and industry information, and risk management for the portfolio.Cross-sell banking products such as credit cards, overdraft facilities, personal loans, car finance, and mortgages to the affluent segment of the bank.Offer financial advice and recommendations pertaining to fixed income and mutual fund management of a client's financial assets and help them receive better returnsConducting financial need analysis of clients in order to offer them needs-based financial solutions.

Management of finance-related activities, including funds and treasury, payrolls, and processing of payments, settlements, reviews, and accounting. Finance Documentations and Coordination with various stakeholders, Management of Due Diligence, among others.Demonstrate Analytical abilities, quick grasping of the context and issues, understanding of related Laws and Statutory provisions, Application of Financial Technology/SAP, Business acumen, strategic orientation, etc.

Bachelor'S Degree

Intermediate, Ics

Master, Ssc