Muhammad Omer Younas

Experience

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  JS Global

  Jul 2008 - Aug 2008

  Internee

  It was an internship program with JS Global which is one of the best brokerage firms in Pakistan. During my stay at JS Global, I worked on various ad hoc research projects. I produced a comprehensive report to SVP (Sr. Vice President) JS Global highlighting the following areas:• Brokerage Operations, • Capital Markets,• Mutual Funds Industry in PakistanMy report was highly appreciated by University as well as at JS Global and now is regarded as benchmark for new interns.Responsibilities during internship: Preparation of accounts statements of clients, reconciliation of accounts, reporting errors in brokerage charged to clients, working on Fund Distribution Unit for the new project of JS Global pertaining to distribution of Mutual Funds of Asset Management Companies in Pakistan. Show less

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  Almeezan Investment Management Limited

  Dec 2009 - May 2010

  Investment Advisor, Team Leader

  I have worked with Al Meezan Investments as a Team Leader in Mutual Funds and Investment Advisory services. My responsibilities include:• Prospecting clients, presenting investment schemes (Mutual Funds) of my company in accordance with the risk appetite individuals and corporate clients• Creating awareness to promote the saving and investment culture and advising individuals and corporate on efficient management of funds• Assign Key Performance Indicators & targets to the sales team & monitor their performance at regular intervals• Helping corporations manage their idle funds, provident funds and discretionary portfolios• Advising people on constructing a diversified portfolio and efficient portfolio management to hedge the risk in financial markets and specific securities by keeping a vigilant follow up Show less

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  UBL Fund Managers

  May 2010 - Sept 2011

  Wealth Advisor and Trainer

  My responsibilities are as follows: • Managing investment portfolios of my retail and corporate clients• I also train the staff of UBL bank pertaining to the product portfolio of UBL Fund Managers• Managing VPS (Voluntary Pension system) of individuals and companies for retirement needs in Islamic and Conventional range• Managing range of SIPs (Systematic investment plans) • Tapping new segments of potential markets and creating liaisons with institutions and engage in corporate social responsibility• Training HSBC, SCB and UBL employees and assisting them pertaining to distribution of funds Show less

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  HBL - Habib Bank Limited

  Sept 2011 - Jan 2014

  Assistant Manager

  Retail and Commercial Banking: Liabilities, Auto Loans, Credit Cards, Personal Loans, Bancassurance, RF, CF, DF, Auto Blanket Limits etc.

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  Standard Chartered Bank

  Jan 2014 - Sept 2015

  Personal Financial Consultant

  It’s an excellent working experience with SCB in terms of managing business, professional perseverance, work ethics and knowledge. My responsibilities include followings:• Managing portfolio of worth 670 million which includes High Net Worth Retail and SME clients• Cross selling of wealth products such as PIBs, Mutual Funds, Banc assurance, T-bills, Takaful, Certificate of Musharka, and Certificate of Investments etc. • Cross selling of assets such as Credit cards, Ready cash and personal loan. Show less

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  Meezan Bank Limited

  Sept 2015 - Aug 2017

  Personal Banking Officer

  It’s an amazing working experience with Meezan Bank in the managerial capacity where I am leading a team to accomplish corporate objectives. My job role includes following: • Manage Sales Team and targets of different KPIs such as Deposits, Cross Sell, ADCs. • Acquisition of high net worth clients and keeping liaison with existing branch clientele • Account opening, Cross Selling of various products such as Car Ijarah, Easy Home, Consumer Ease, Wealth Management, supervisions etc. Show less

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  JS Bank

  Aug 2017 - Oct 2022

  Relationship Manager

  Working as Relationship Manager in Employee Banking & Cash Management DepartmentResponsibilities Include: • On-boarding Corporate Relationships and Managing their payroll needs• Offering Pay roll banking solutions to Existing Clients of JS bank with State of the art JS Connect (A Banking portal to disburse salaries and make payments) • Responsible for the business of Central Region (On Boarding of Payroll Banking Companies & Cash Management which includes Collection & payments) • Keeping close coordination with Corporate, Branch Banking Network, Private banking and other departments of the bank • Offering customized solutions to Corporate to manage their payroll needs along with preferential rates in consumer banking like Auto Loan, Mortgage, Credit Card etc. • Managing Collection and Payment needs of the client through Cash Management Services (IFT, IBFT, RTGS, Corporate Checks, Pay Orders printing, Cash Over Counter) • Team Management- Managing a team of Assistant RMs for business development, Account opening, Cross Selling (ADCs, Auto Loans, Mortgage, Credit Cards, Wealth Management products- Banc assurance & Mutual Funds) Show less

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  MCB Islamic Bank Ltd.

  Sept 2022 - now

  Sr. Relationship Manager

  Looking after Cash Managment & Employee Banking business for the central region.