Syed Tauseef A. Rizvi

Syed tauseef a. rizvi

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location of Syed Tauseef A. RizviDallas, Texas, United States
Followers of Syed Tauseef A. Rizvi550 followers
  • Timeline

  • About me

    Banker I Operations I Strategy & Analytics | Digital Banking | Priority & Private Banking | Wealth Management | X Summit | X Bank Islami I X Al Baraka I X Standard Chartered I X Samsung I Product Management I

  • Education

    • Preston university

      2004 - 2005
      Master of business administration - mba marketing
  • Experience

    • Standard chartered bank

      May 2006 - Jun 2007
      Personal financial consultant

       Achieved all quarterly, monthly, & yearly targets set for the business.  Built & cemented new & existing relationships with customers.  Collaborated with clients to determine financial needs & goals to develop growth plans.  Proposed detailed & research-based advice on strategies to meet clients’ needs.

    • Al baraka bank pakistan ltd.

      Jun 2007 - Nov 2012
      Business development manager

       Solicited new, individual, corporate, & institutional customers for the bank & solidified existing customer relationships.  Ensured that all account opening protocols & documentation were followed under local & federal compliance.  Accomplished business development by performing KPIs set by the corporate.

    • Nib bank

      Nov 2012 - Apr 2013
      Branch manager

      Deposit Mobilization and monitoring of overall administrative & operational activities in the branch,Strictly adhere to Account Opening Protocols i.e., documentation & compliance (CDD/KYC/AML),Assist SBP as well internal auditors regarding account opening and AML measures taking by the branch,Supervise the Branch Sales Team,Manage the Sales of NTB’S, Deposits, Investments, Insurance, Autos and other service products of the bank.During my stay Branch did a CASA growth of 50 Million in 6 months from 190 M to 240M.1- My responsibility was to manage the team of operation and business2- Responsible to achieved business quarterly and yearly targets.3- Responsible to make my branch profitable unit of organization.4- responsible for the new staff hiring and training and also fining.5- Responsible to maintain branch Audit, Compliance and service quality ratings.6- Responsible to maintain customer services standards.7- Responsible to maintain good relationship with Retail and corporate customers of branch.8- Responsible to maintaining the branch deposits and credit.9- Selling Consumer products (Car Finance, House Finance, Personal Loan, Running Finance & Life Insurance plans for investment purpose) Show less

    • Bankislami pakistan limited

      Sept 2013 - Dec 2016
      Branch manager

       Led successful turnaround of F.B. Area Branch by devising and implementing plans which help with attaining a positive operating profit.  Strengthened customer relations by providing exceptional and splendid customer service which helped in up-selling various financial products to the customers.  Achieved quarterly & yearly targets & convert (1.2 M) lost-bearing units into 100% profit.  Accomplished audit, compliance, & service quality standards, also achieved cross-sold financial products like car loans, running finance, mortgages, mutual funds, & yearly insurance targets Show less

    • Summit bank limited

      Jan 2017 - Jun 2019
      Branch manager

       Managed branch operations & was responsible for auditing and maintaining local as well as federal compliance. Responsible for increasing branch profit by over 60% from 3.2M to 5.2M in one year.  Built a cross-functional of 15 employees, delegated tasks, & monitored their performances.  Cross-sold financial products like personal loans, mortgages, insurance, & investment products to customers.  Administered and achieved various KPIs set forth by corporate.

  • Licenses & Certifications

    • Investment certified boot camp

      Standard chartered bank
      Apr 2007
    • Islamic banking certification

      State bank of pakistan (sbp)
      Jul 2007