Asfandeyar Ali Bacha

Experience

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  Jubilee Life Insurance Company Ltd.

  Sept 2023 - Apr 2024

  Assistant Branch officer

  During my tenure at Jubilee Family Takaful, I managed various finance and accounting responsibilities, including issuing PR- Provisional Receipts, Daily Premium Collection Receipts (DPCR), and ISR entries. I also handled banking transactions and MIS reports. Additionally, I oversaw branch administrative duties and maintained communication with the region and head office through email and phone calls. Furthermore, I provided support to the sales team in their activities.

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  Meezan Bank Limited

  Apr 2024 - now

  Personal Banking Officer

  Responsibilities:- Welcomed and serviced customers, building strong relationships and providing expert guidance on Islamic banking products- Managed account opening processes, ensuring compliance with KYC and AML regulations- Deepened existing customer relationships, reactivating dormant accounts and identifying new opportunities- Resolved customer inquiries and concerns, ensuring satisfactory outcomes- Executed sales management strategies, including tail management, attrition management, and portfolio management- Achieved monthly deposit targets through cross-selling and upselling to new and existing customers Show less