Syed Raza Abbas Email & Phone Number

Karachi, Pk

Karāchi, Sindh, Pakistan

Karāchi, Sindh, Pakistan

• One of the key member for launching the first-ever owned Debit Card by Mutual Funds• Successfully implemented back-end processed for the Debit Card transactions• Successfully implemented the Transaction Processing Module (TPM) for the reporting of transactions by investors through our sales representatives along with the tracking of original forms• Revamped the core system to ensure that the organization complies with the existing laws or regulations• Successfully implemented… Show more • One of the key member for launching the first-ever owned Debit Card by Mutual Funds• Successfully implemented back-end processed for the Debit Card transactions• Successfully implemented the Transaction Processing Module (TPM) for the reporting of transactions by investors through our sales representatives along with the tracking of original forms• Revamped the core system to ensure that the organization complies with the existing laws or regulations• Successfully implemented Digital on-boarding of existing and potential investors to open an hassle-free account through our digital platform• Automated various processes that results in massive decreased in working hours of Operations team• Responsible for the stability and availability of all Digital platforms to ensure the best digital experiences Show less

Karachi

• Preparation and registration of Trust Deeds and Offering Documents of new Funds• Leads Operations, ADC Operations and Transfer Agency Team and end to end operations of it• Excellent analytical and interpersonal skills, with ability to communicate clearly and effectively with IT team, product managers, and senior management to influence decisions

Karachi, Pakistan

• Mutual Funds corporate action process like dividend reinvestment and Refund of Capital• Effective handling & monitoring day to day Operations viz transaction processing, monitoring Controls, KYC, etc.• Smooth Branch coordination - to ensure minimal complaints and quick resolution• Transaction reporting to NCCPL for the computation of Capital Gain Tax• Ensure that annual Refund of Capital Gain Tax are booked in respective investor account• Complaint resolution of… Show more • Mutual Funds corporate action process like dividend reinvestment and Refund of Capital• Effective handling & monitoring day to day Operations viz transaction processing, monitoring Controls, KYC, etc.• Smooth Branch coordination - to ensure minimal complaints and quick resolution• Transaction reporting to NCCPL for the computation of Capital Gain Tax• Ensure that annual Refund of Capital Gain Tax are booked in respective investor account• Complaint resolution of investors• Ensure the redemption payment of investors are paid in T+1• Coordinate with Trustee for the resolution of issued and effective deliverables of services to investors• Reconciliation of CDC's Fund Management System (FMS)• Unit Reconciliation of Unit Management System (UMS)• Monthly reporting to Securities & Exchange Commission of Pakistan (SECP) and MUFAP• Amendments in Trust Deeds and Offering Documents of Funds• Leads the team of Operations and Transfer Agency Show less

Karachi, Pakistan

Primary responsibility is to assist Chief Strategy & Operation Officer(CSOO) in maximizing profitability. It includes data mining and segmenting the market to identify income avenues.• Implementing and testing of new processes and changes in core system (Temenos T-24)• Provide transactional data to NCCPL for the calculation of CGT• Key personnel in working and making decisions for customers for the benefits of CGT or Tax on dividend• Well-versed in database integration… Show more Primary responsibility is to assist Chief Strategy & Operation Officer(CSOO) in maximizing profitability. It includes data mining and segmenting the market to identify income avenues.• Implementing and testing of new processes and changes in core system (Temenos T-24)• Provide transactional data to NCCPL for the calculation of CGT• Key personnel in working and making decisions for customers for the benefits of CGT or Tax on dividend• Well-versed in database integration experience. Worked on analyzing data needs and identifying relationship between systems.• Developed profitability reports to ensure that the products are aligned with Strategic Business Objectives.• Implementation and maintenance of incentive system for Al Meezan Sales Team and Distributors.• Prepares periodic reports for Senior Management regarding project status and keeps informed of project direction.• Integrated incentive system with CRM module to ensure the business sales funnel.• Assist CSOO and Head of Sales for sales target budgeting• Reporting to Management and Regional Sales Head for the variances in budgeted targets• Strong analytical and problem solving skills. Multi-tasking abilities, with proven experience in utilizing people and process knowledge in making critical decision Show less

Karachi

• Develop and implement standardized MIS across all business applications.• Liaison between technical and non-technical to develop different MIS in QlikView.• Designing & developing of “Balanced Scorecard” approach and defining KPIs• Prepare and analyze KPIs of the industry.• Implemented CRM system for the Sales Team to induct sales lead.• Enhancement and launch of new web portal for investors to make transactions online• Implemented deviation module for the customer… Show more • Develop and implement standardized MIS across all business applications.• Liaison between technical and non-technical to develop different MIS in QlikView.• Designing & developing of “Balanced Scorecard” approach and defining KPIs• Prepare and analyze KPIs of the industry.• Implemented CRM system for the Sales Team to induct sales lead.• Enhancement and launch of new web portal for investors to make transactions online• Implemented deviation module for the customer services department to ensure compliance of regulations. Show less

Responsible for all areas of operations including client relations, performance reporting, business development, legal and information technology.• Assist COO for launching 12 NAFA Funds.• Involved in preparation and registration of Trust Deeds and Offering Documents of all NAFA Funds.• Dealing with Stock Exchange on listing of Funds.• Automated various reports in systems that resulted in more timely and better financial reporting to management.• Assist in launching of… Show more Responsible for all areas of operations including client relations, performance reporting, business development, legal and information technology.• Assist COO for launching 12 NAFA Funds.• Involved in preparation and registration of Trust Deeds and Offering Documents of all NAFA Funds.• Dealing with Stock Exchange on listing of Funds.• Automated various reports in systems that resulted in more timely and better financial reporting to management.• Assist in launching of ATM project and provide support for automation.• Provide back-up for Money Market and Equity settlements.• Reconciliation of execution of Bonus / Dividend process.• Executes Monthly Profit Payments (Auto Redemption).• Correspondence with Trustee on all settlement issues.• Provide assistance to Management Company in preparation of different MIS’s to present to the Board of Directors. • Tested & Implemented Unit Management System (UMS) developed by NAFA – IT Department. • Executes Commission for all 250+ Sales team and External Distributors.• Responsible for making payments to Units Holders and settling the redemption payments on Same Day and within 1 day.• Reports to Finance for arrangement of Funds for Redemption payment.• Handling of all queries related to Investor Redemption payments and CGT issues.• Provide monthly, half yearly and yearly reporting for SECP, MUFAP and Others• Provide MIS’s to Finance Departments for Quarterly, Half Yearly and yearly Accounts.• Close coordination with Customer Service Manager for resolution of complains.• Handling of Online redemption module developed by NAFA and coordinate with Banks and Trustee for payments• Dealing Person for redemption payments between CDC and NAFA• Assist Transfer Agent on all areas of unit activities.• Assist Finance in timely clearance of sales in banks.• Any task given by the Senior Management. Show less

• Prepared an Annual Business Report for IT and different businesses of ICI Pakistan• Created and maintained computer equipment inventory database• Created new administrator passwords and educated new users about account policies

• Created an In-house inventory program for the track of equipments.• Accompanied Network Administrator on workstation and switches• Assisted employees with computers, printers, and network connectivity issues

Mba, Banking & Finance

Bachelor Of Science, Information Technology

Intermediate, Pre-Engineering

Matriculation, Computer Science