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Shoaib Shoukat(CMFD)
Investment Consultant
Karachi Division, Sindh, Pakistan
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About me
Mutual funds sales
Education
University of the Punjab
2004 - 2006BSC maths,statistics,economicsBSC maths Statistics Economics
Experience
NBP Fullerton Asset Management Limited
May 2007 - Sept 2008Investment ConsultantTo approach different types of customers and organizations to invest in Mutual Funds.Handling of customers and resolve their problemsTo give customers proper knowledge of Fixed Market and Equity MarketHandling a portfolio around 25 millionBusiness DevelopmentAccount OpeningCustomer ServiceRelevant qualification/trainingMutual Fund Distributors Certification Examination
ABL Funds
Jan 2008 - Jan 2011REGIONAL MANAGER SALESlooking after city and sadar region of ABL
Sheraton hotel
Mar 2010 - Apr 2010Sales work shopgot a lot of ideas about direct sales
Primus Investment Management Limited
Mar 2013 - Oct 2013Regional Sales ManagerRETAIL SALES AND MARKETING
PICIC Asset Management Company Limited
Oct 2013 - Aug 2016REGIONAL UNIT HEADSALES AND MARKETING
HBL Asset Management Limited
Sept 2016 - Dec 2016Regional Unit HeadTO manage my team and develop business for my company
UBL Fund Managers
Apr 2018 - Jun 2024sales and Advisory of mutual funds
Relationship Manager
Apr 2018 - Jun 2024Senior Group Sales Manager
Feb 2018 - Jun 2024Group Sales Manager
Mar 2017 - Jun 2024RM ADC
Apr 2018 - May 2019
FINANCIAL REAL ESTATE INVERSIONES & BUILDING SL
Dec 2019 - Jun 2024AdvisorTwistles by ghania
May 2023 - Jun 2024Admin manager
Atlas Asset Management Limited
Feb 2024 - Jun 2024Assistant Manager
MCB Funds
Jun 2024 - nowArea Sales Manager
Licenses & Certifications
- View certificate
CMFD
ICM
AML
IFMPMar 2024
Volunteer Experience
Sales
Issued by Mutual fundsAssociated with Shoaib Shoukat(CMFD)
Languages
- enEnglish
- urUrdu
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