Sultan Hashmi Email & Phone Number

Pakistan

- Meet KPI s (Liability & Wealth Management) including: - · Managing customer portfolio CASA and TD· Service & Customer engagement portfolio management & up gradation, including establishing deepening relationship with the customers.· Generate referrals for new to bank business.· Transaction monitoring- Portfolio Management, including· Handling compliance issues on daily basis – Financial non-financial transactions.· Contact entire portfolio at least once a quarter.· Monitoring Activation of Dormant and removal of Return mail status in accounts.· Close liaison with prospective clients and fulfilling their financial requirements under business ethics.- Compliance activities, including· Adhere to CAAML policies and procedure flows (such as Account opening documentation, CVR, reply to FOFA /MANTAS, queries, compliance call back etc.- Service Activities, including· Making MIS / Reports as and when required by the Management.· Log all customer verbal and written complaints and follow CMS, RMS process flow· Ensure issuance of customer letters / Thank you letters, statement request etc, within TAT.· Migrate customers to Alternate Delivery Channel (NSBC, ATM, Drop Box, e-Statement, etc).· Ability to identify need for change, adaptable and flexible in anticipating and realizing market opportunities.

Handling Retail Credit Portfolio including :- · Auto Loan: - Soliciting new business - Attending Customer Queries - Processing Loan request and ensure proper documentations - Opening of loan accounts, feeding of markup and limits, loan disbursement. - Maintaining close liaison with insurance agencies, registration agencies, and car dealers. Etc. - Processing of auto loan repayments and follow up. - Preparation of daily, weekly, and monthly MIS reports and several Head Office reports that are required by the management from time to time.· Running Finance :- - Asset marketing by identification of Commercial and Retail niche. - Opening of account, processing of limits and markup, loan disbursement, insurance matters, and documentations and follow up - Other responsibilities include assets valuations and liaison with legal advisor· Home Loan :- - Appraise value of Property through approved valuators. - Proper Documentation of Home Loan. - Liaison with panel lawyers for legal matters on security and establishment of charge. - Ensuring timely loan installments payments and their follow-up. - All sorts of correspondences pertain to customer for mortgages and related matters. - Prepare reports as and when required by the management. - Close liaison with CPU (Central Processing Units) of the Bank· Business Loans:- - Identification of businesses and providing solutions for their growth by offering technical support through banks’ appointed vendors. - Complete documentations. Etc

· Prepared various MIS reports and spreadsheets for the top Management.· Preparation of peer group analysis with special emphasis on Credit Ratings, Advances and Deposits in Banking Industries. · Market research on various products and services offered by peer institutions.· Prepared peer group key financial analysis.· Assisted in Annual Financial Closing of the Bank.· Preparation of SBP Reports.· Preparation of MIS Reports

· Assisted and Coordinated “Prime Community Internship Programme”. The initiative was focused on nurturing next generation by providing career counseling and training on soft skills like Time Management, Creative Thinking, Speed Reading, Selling Skills etc., which are essential in today’s corporate environment. The internship program was designed to bring the interns to the forefront of the corporate environment. The programme also enabled the Bank to generate Deposits and build Long Term client relationship. · Coordinate between various departments for preparing the concept and design for New Asset / Liability based products for the Bank. This includes identifying niche, requirements, costing analysis, developing, launching and monitoring.· Gathering data and research work for pre launch of secured assets product at Head Office level.· Developing of business plans and image building campaign for various products.· Maintaining brand image within the market segments, etc. · Actively involved in Business Development and Marketing Campaigns.· Prepared reports and conducted surveys to explore new business avenues for the Bank.· Promoted and coordinated with the implementation of marketing plans at grass root level by identifying niche market.· Liaison with media department in promoting products and image building campaigns of the bank.· Liaison with advertisement agencies covering the media campaigns and also negotiating pricing with them.

Mba, Marketing

Major In Marketing with special emphasis on Product vs. Brand Development, Product vs. Brand analysis, Product vs. Brand Marketing.

Ma, Political Science

Education record