Amjad Ali

I am a Sales Professional with over 7 years of experience and extensive knowledge of consumer products in relation with Branches, RRU, Consumer Operations, RMG and RCAD. Additionally, I have work experience in Financial and Administrative services. Currently, working on investment banking and having skills regarding Mutual Funds as well.

Marketing Executive - Yasir Mahmood Securities (Pvt) Ltd - Lahore, Pakistan

(2025-09)

• Organize meetings with clients to discuss their money goals, risk levels, and investment choices.
• Build and maintain strong relationships with people and business owners to help them open and manage accounts.
• Look at market trends and what competitors are doing to find better ways to get new customers.
• Keep internal records updated with the latest stock prices and dividend payments for company's preferred stocks.
• Compare different companies in the same industry to see which ones are performing the best.
• Reach monthly sales and account-opening goals by following up with leads and providing great service.

Wealth Manager North-1 - ABL Funds - Retail Group – Lahore, Pakistan

(2024-09 - 2025-09)

• To organize client meetings to discuss financial goals, risk tolerance and investment preferences.
• Develop personalized wealth management strategies, including investment planning, portfolio allocation and retirement planning.
• Create detailed financial plans, including cash flow projections, retirement planning, and tax optimization strategies
• Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.

Sales Officer OG-III - The Bank of Punjab - Credit Cards Division - The Workplace Tower Gulberg LHR, Pakistan

(2024-04 - 2024-09)

• Actively promotes and sells bank credit cards products and generates new leads
• Provides professional advice on credit requirements, products features and benefits of credit cards.
• Develops and expands on new customer base and cards deals through referrals provided to achieve monthly sales targets.
• Verifies customer documents for cards application and ensure complete submission of documents.
• Provides after-sales-service to card members in matters relating to the cards as and when necessary and ensure timely response to customer request or complaints.

Sales Executive North-1 - Allied Bank Limited - Consumer Finance Division – CRBG, ABL Head Office LHR, Pakistan

(2019-01 - 2024-03)

I worked for Lahore West Region, Sheikhupura Region and Sialkot Region as well.

• Consistently met Consumer Sale targets by actively selling consumer products
• Close coordination with all concerned departments related to Sales, Consumer Risk, BSG Consumer Operations and R-CAD.
• Identified and target potential organizational customers and individuals through various channels, including cold calling, referrals, and networking to achieve sale targets
• Ensured strict compliance with all banking regulations, policies, and procedures, reducing compliance-related issues and risks
• Resolving clients' issues and perform administrative tasks such as documenting their information, and other related duties
• Supporting and taking care of the customer through after sales services to resolve customer issues and satisfaction

M.com - Finance - University of Sargodha (2017)

B.com - University of the Punjab (2013)