Haseeb Shoaib

Experience

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  West Midlands Ambulance Service NHS Trust

  Jan 2012 - Jan 2022

  Health Advisor

  Provided critical frontline support, assessing patient symptoms and directing them to appropriate healthcare solutions.Maintained strict compliance with healthcare regulations, ensuring accuracy in high-pressure situations.Developed exceptional problem-solving and customer service skills, effectively communicating complex medical information.Coordinated with healthcare professionals to improve patient assessments and streamline workflows.

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  Wesleyan

  Jan 2019 - Jul 2019

  Relationship Manager

  Managed a diverse portfolio of business and commercial banking clients, providing tailored financial solutions and advisory services.Conducted risk assessments and structured business solutions, including investment options and commercial financial solutions.Developed and maintained relationships with financial advisors, attorneys, and CPAs to generate referrals and cross-selling opportunities.Led client acquisition efforts, identifying and engaging potential business customers through networking and strategic partnerships.Oversaw the onboarding process for new clients, ensuring a seamless experience and high retention rates. Show less

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  Al Rayan Bank

  Aug 2019 - Sept 2022

  Home Purchase Consultant

  Structured and underwrote commercial and residential properties, ensuring compliance with financial regulations and risk policies.Performed detailed financial analysis, including credit assessments, cash flow projections, and property evaluations.Developed new business opportunities by building strong relationships with real estate professionals, underwriters, and key stakeholders.Provided advisory services to business owners on mortgage solutions, financing strategies, and loan repayment structures.Spearheaded customer outreach initiatives, educating potential clients on available loan options and financial products. Show less

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  HSBC

  Mar 2023 - Aug 2023

  Wealth Management Officer

  Managed a portfolio of high-net-worth individuals and business clients, advising on investment strategies, wealth management, and financial planning.Conducted in-depth financial assessments, analyzing client needs and recommending tailored solutions for capital growth and asset protection.Developed customized lending and investment solutions, including business loans, lines of credit, and portfolio management services.Led a team of four, providing training on financial product structuring and consultative sales techniques.Established referral partnerships with accountants, legal professionals, and business executives to expand client reach Show less

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  InstaGo Travels

  Nov 2024 - now

  Business Consultant

  Develop and implement strategic business growth plans, identifying new markets and revenue opportunities.Supporting senior consultants andcollaborating with various departments withinthe organization to achieve shared goals. Actively listening and engaging with clients to gain a deep understanding of their needs andchallenges. Respond promptly and effectively to client inquiries, providing clear, concise explanations and solutions. I have the ability to analyse information and make data-driven recommendation as I pay attention to details.Monitor industry trends and competitive insights to enhance business development strategies. Show less