Umair K. Email and Phone Number

Responsible for developing, growing & managing the ETB/NTB relationships of Ultra High Net Worth clients of the largest bank in Pakistan via deposit mobilization. Growing the Prestige Proposition in Pakistan with strong focus on customer delight & retention.Crafting one window personalized solutions to attain the client’s goals in Banking & Investments by managing the delivery of the Wealth Management Services and products to suit their financial needs.Topped in BancassuranceTopped in Overall KPIWinner of 2022 and QTR 1 2023 Convention

Maintaining relationships locally and internationally with HNWI'S and Corporate Clients.Monitoring Real Estate market dynamics locally and regionally and coming up with innovative bespoke solutions for each Client.Providing Investment and financial advisory for local and Multinational Corporations regarding REIT and Private Equity and Alternative InvestmentsDeveloping strategies for HNWI'S and Corporate Clients and meeting them regularly to re-evaluate their current situations, future Goals and successfully plan & executed investment strategies

• Consistently over-achieved on KPI targets• Leading and inspiring the team and transforming the business unit from loss making to number one in the country• Trained staff members on smart selling techniques which resulted in 50% increase in revenues within a year

Multi-million Dollar Class Action project centered around reconciling and distributing class action proceeds. Working with Northern Trust Custody, IT and Client services department and also dealing, developing and maintaining the relationship with external clients, legal companies and Class action administrators, also ensuring that the project is meeting scheduled timeframe without any additional cost spotting and resolving issues as they arise. • Established relationship and negotiated cost with legal companies for the necessary analysis and allocation services required• Liaised with Fund Managers and administrators to establish dividend details for fund accounting teams• Suggested improvements to the fund management databases that resulted in huge cost saving for the company• Provided high quality service to the clients and completed the project within agreed time and cost

• Responsible for the day to day interaction and successful relationship with Client Service Operations and other business units.• Ensures client issues are satisfactorily resolved by responding to and escalating as appropriate.• Works closely with all internal business units in order to facilitates communication to ultimately ensure an effective operating environment. •Provides overall project support for all client related initiatives, acts as a liaison between client and internal departments to ensure successful implementation.• Supports conversion/start-up of new client relationships into the division, with significant input with Client Service Operations and management.

• Responsible for Sales, Market Research, Lead Generation, insurance brokers and Telecom Brokers.• Trained new staff members on various Sales and Marketing campaigns • Achieved Employee of the Month thrice during my seven months employment