Umar Raza Email & Phone Number

United States

Responsable for Managing the Finance and Legal divisions. 📊 Expertise:Financial ModelingBudgeting and ForecastingRisk ManagementCost OptimizationInvestor Relations

Karachi , Pakistan

My Core responsibilities include:Preparation of Tenders / Bid Documents : This job includes analysis of tender documents, coordination with concerned departments like finance, marketing, HR, operations and pricing. Gathering all technical / financial requirements. Finalization of Technical and financial bids, Ensuring timely submission of Bid Documents. Preparation of Contracts / MoU : Drafting and finalizing the Group Life Insurance Contracts and Memorendum of understanding (MoU) for various high profile corporate clients. Communication: Communication through emails and letters, suggestions and solutions to clients’ queries.Renewal Processing : Computation of Profit Commission, Reconciliation of Accounts, Advance renewals and Update List Bills and letters.Other Tasks : Prepared presentations for different high profile prospects and clients regarding our products and services.

Karachi, Pakistan

During my stay at Jubilee Life I worked as a Coordinator for the Marketing Team, communicating the requirements quoted by them to the operations department, assuring that the time limits mentioned are met, and delegation of work to the respected member of the department. My other responsibilities included.• Communication through emails and letters, suggestions and solutions to clients’ queries.• Analysis, Review and approval of claims up to Rs. 500,000• Preparation of Policy Documents and Endorsements.• Management of Data.• Ensuring accuracy and timely processing of data. • Underwriting (Processing)• System automation (analysis and design)

Karachi

Worked With Meezan Bank Limited (North Karachi Industrial Area Branch) as Service Quality Coordinator I was responsible to perform following activities: • Overall monitoring of quality of service provided to the customer in the branch• Ensuring different services like account opening, cash transactions, remittance, pay orders and chq books are provided to the customers within turnaround time (TAT) as prescribed by the service quality department.• To submit a monthly service audit report to branch manager and area service quality manager highlighting areas where the improvement is required.• To conduct a monthly meeting with branch team to discuss the issues pertaining to service quality. • Account Opening in the Teminos 24 system (T-24), • Processing of ATM/ Visa Debit Cards, SMS alerts, phone banking and Internet Banking in the system (CRM system).• Maintenance of branch ATM and Debit Card Management• Branch Administration (Maintenance of Server Room/ Branch Environment and Branch ATM)• Management of attendance record at branch level• Dealing with queries and complains of Customers.

Karachi, Pakistan

Internship with Meezan Bank Ltd. (Bahadurabad Branch) in Operations department. During the Internship I got training of:• Account Opening• Inward and Outward Clearing• Remittance and funds transfer• Credit Operations • Cash Management

Karachi, Pakistan

Worked as Assistant Accountant for Outreach Digital (Pvt.) Ltd. I was responsible to perform following activities: • Preparation of vouchers• Maintenance of accounting record • Assistance of senior system analyst in development of accounting software

Master Of Business Administration (M.B.A.), Marketing, 3.2 Cgpa

High School, Business/Commerce, General, B

Activities and Societies: I did research on the restaurant industry in Pakistan.

Computer Science, A