Shafaqat Ali, Cfa Email & Phone Number

Pakistan

Lahore, Punjab, Pakistan

Multan

Overseeing a team of relationship managers / associates, and managing portfolio of around US$ 350M.Main job responsibilities include the followings • Preparation of annual credit plan & budget in line with the bank's annual targets• Market new borrowers in line with credit policy of the bank• Train and motivate team enabling them to deliver to their true potential and help them become future leaders • Recommend, execute and monitor various corporate finance transactions including derivatives, forward, future booking / hedging of multiple foreign currencies• Coordinate with prospective borrowers for venue arrangements for the conduct of road shows and bankers’ meetings• Coordinate with internal / external auditors & Credit Administration / other service providers for smooth functioning of the CIBG Unit Achievements• As a result of consistent performance & on the basis of sound educational background, have been elevated as Regional Head. I am a member of a Core Corporate Team, which maintained a steady growth in advances portfolio & in Trade Finance business. Fetching trade business of around $ 250million on annual basis • Achieved healthy profitability from the portfolio including fee based income & lowest NPLs ratio as compared to peer banks

Multan

Lead a team of relationship managers / associates. Besides handling & supervising credit portfolio of around $250Million, I am also involved in training & grooming of the Relationship Managers / associates in the department.Main job responsibilities include the followings • Preparation of annual credit plan & budget in line with the bank's annual targets• Preparation of Information Memorandum/Credit Line Proposals• Analyze financial and non-financial information and frequently write analyses on individual companies, sectors and industries• Perform cash flow analysis, prepare projections of the financial statements keeping in view various assumptions, micro & macro capital market expectations• Market new borrowers in line with credit policy of the bank• Recommend, execute and monitor various corporate finance transactions including derivatives, forward, future booking / hedging of multiple foreign currencies• Coordinate with prospective borrowers for venue arrangements for the conduct of road shows and bankers’ meetings• Coordinate with internal / external auditors & Credit Administration / other service providers for smooth functioning of the CIBG Unit Achievements• As a result of consistent performance & on the basis of sound educational background, I have been elevated as Team Leader. I am a member of a Core Corporate Team, which maintained a steady growth in advances portfolio & in Trade Finance business. Fetching trade business of around $ 200million on annual basis from the assigned portfolio • Achieved healthy profitability from the portfolio including fee based income & lowest NPLs ratio as compared to peer banks • Passed DAIBP & earned CFA Charter during the job to enhance academic / professional skills

Faisalabad

• Preparation of Information Memorandum/Credit Line Proposals• Analyze financial and non-financial information and frequently write analyses on individual companies, sectors and industries• Perform cash flow analysis, prepare projections of the financial statements keeping in view various assumptions, micro & macro capital market expectations• Market new borrowers in line with credit policy of the bank• Recommend, execute and monitor various corporate finance transactions including derivatives, forward, future booking / hedging of multiple foreign currencies• Coordinate with prospective borrowers for venue arrangements for the conduct of road shows and bankers’ meetings• Coordinate with internal / external auditors & Credit Administration / other service providers for smooth functioning of the CIBG Unit Achievements• Member of a Core Corporate Team, which maintained a steady growth in advances portfolio & in Trade Finance business. Fetching trade business of around $ 80million on annaul basis from the assigned portfolio • Achieved healthy profitability from the portfolio including fee based income & lowest NPLs ratio as compared to peer banks

Faisalabad Main Branch

• Preparation of Information Memorandum/Credit Line Proposals. And prepare Annual Credit Plan/Budget incorporating targeted growth in advances, projected Trade Finance Business and targeted income from the portfolio• Analyze financial and non-financial information and frequently write analyses on individual companies, sectors and industries• Perform cash flow analysis, prepare projections of the financial statements keeping in view various assumptions, micro & macro capital market expectations• Market new borrowers in line with credit policy of the bank• Hold frequent meetings with management of the companies and conduct in-depth queries to gauge their financial needs • Assist Manager Corporate Banking in fulfillment of various assigned targets

Faisalabad Main Branch

• Preparation of Information Memorandum/Credit Line Proposals• Analyze financial and non-financial information and frequently write analyses on various companies• Perform cash flow analysis, prepare projections of the financial statements keeping in view various assumptions • Market new borrowers in line with credit policy of the bank & conduct frequent meetings with the prospective borrowers to discuss & meet their financial requirements while maintaining the borrower/ transaction risk at an acceptable level

Cfa (Chartered Financial Analyst)

Daibp, Banking Laws & Practices

Master Of Business Adminstration, Finance

Omega - Credit Skills Development Programme