Mashood Saeed - CMFD (IFMP)

Experience

• 

  UBL Fund Managers

  Sept 2014 - Oct 2017

  • Senior Wealth Advisor

    Jan 2017 - Oct 2017

  • Wealth Advisor

    Sept 2015 - Dec 2016

  • Investment Associate

    Sept 2014 - Sept 2015
• 

  HBL Asset Management Limited

  Nov 2017 - Jan 2020

  Relationship Manager
• 

  MCB Funds

  Jan 2020 - now

  • Knowledge of Money Market, Equity Market and Commodity Market• Manage and maintain relationships with Retail and corporate clients portfolio• To provide a complete insight on financial product platter to clients.• Experienced in assessing clients’ needs and making effective product recommendations• Monitoring and assessing trends in financial markets• Provide competitive market feedback on a regular basis in order to ensure that the company’s products and services remain competitive in the marketplace Show less

  • Regional Sales Manager

    Jul 2023 - now

  • Area Sales Manager

    Jul 2022 - Jun 2023

  • Group Sales Manager

    Jul 2021 - Jun 2022

  • Wealth Manger

    Jan 2020 - Jun 2021