Qasim Altaf

Dynamic and results-driven Financial Manager and Wealth Specialist with over 13 years of progressive experience in wealth management, sales leadership and portfolio building. Proven expertise in driving significant revenue growth, exceeding sales targets by up to 60% Year-over-Year and leading high-performing teams across banking and financial institutions. Adept at developing client-centric investment strategies, transforming underperforming units into top revenue producers and building strong stakeholder relationships to deliver consistent business growth.

Manager Sales Wealth - Faysal Bank Ltd. - Lahore

(2023-01)

• Drive wealth management strategies across Pakistan, achieving a distinguished 60% Year-over-Year growth and consistently surpassing revenue targets.
• Transformed nonproductive branches into profitable units by developing and executing targeted performance strategies.
• Serve as the preferred advisor for high-net-worth clients, designing tailored wealth management solutions including investment planning, tax optimization and portfolio diversification.
• Monitor and advise on strategic reallocations for a Rs. 4 billion portfolio to maximize client returns.
• Conduct in-depth financial market and tax law research to provide clients with effective, up-to-date advice.

Area Sales Manager - FWU AG Pakistan - Lahore

(2014-01 - 2023-12)

• Directed and exceeded Life Takaful sales targets by an average of 15% annually through partnerships with 11 leading banks, including Faysal Bank, Standard Chartered and Bank Alfalah.
• Negotiated high-value contracts that resulted in a 20% increase in average deal size and a 15% rise in profit margins.
• Coached and led a team of 8 sales representatives, implementing data-driven strategies that boosted client retention by 40% and identified 50% more upselling opportunities.
• Collaborated with marketing teams to develop targeted campaigns, contributing to a 30% growth in overall regional sales.
• Identified market gaps and tracked competitor activity to recommend and introduce profitable new product lines.

Accounts Officer - Ali Akbar Group - Pakistan

(2011-01 - 2014-12)

• Managed accounts payable/receivable and GL/AP modules using ACCPAC software, ensuring accurate and timely processing.
• Prepared daily collection reports, managed fund allocation and completed monthly bank reconciliations.
• Supported payroll operations for 400 employees and assisted senior accountants with financial reporting and analysis.
• Reconciled inter-company transactions and implemented corrective measures for financial discrepancies.
• Supported senior management with financial reporting and analysis for decision-making.

M.Phil. - Accounts & Finance - University of Lahore (2021-12)

MBA - Accounting & Finance - Imperial College of Business Studies (2010-12)

B.Com - Punjab College of Commerce (2008-12)

D.Com - Government Institute of Commerce (2005-12)

I.Com - Board of Intermediate & Secondary Education (2003-12)