Maria Shoaib

Results-driven Banking & Investment Professional with 8+ years of experience in relationship management, financial advisory, banking operations, and investment solutions. I am skilled in client relationship management, cross-selling, compliance (KYC, AML, FCCM), and leading teams to achieve revenue and service excellence.

Personal Banking Manager - Meezan Bank Limited - Karachi

(2024-01)

• Act as a banking financial advisor/ relationship manager for all client types.
• Work on Branch Financial Crime and Compliance Management (FCCM), Anti- Money Laundering (AML), Know Your Customer (KYC), and Customer Due Diligence (COD) for financial monitoring of customers
• Provide one window banking solution to clients to ensure satisfaction and conduct monthly review meetings with the top 100 clients
• Identify and offer cross-selling products to customers for financing (Car, Bike, House, Solar, Consumer Ease, etc.)

Relationship Manager - Dubai Islamic Bank - Karachi

(2022-12 - 2024-01)

• Managed client relationships, account openings, deposits, and bancassurance.
• Promoted cross-selling of personal, car, and home finance products.
• Handled bulk employee banking accounts and delivered tailored financial solutions.

Investment Associate / Sr. Investment Adviser - Al Meezan Investment Management Ltd. - Karachi

(2019-12 - 2022-11)

• Assessed client risk tolerance and developed customized investment solutions.
• Executed investment actions and ensured compliance with KYC/CDD requirements.
• Strengthened client portfolio performance and retention.

Intern - JS Bank

(2018-11 - 2019-03)

Intern - TPL Trakker Ltd.

(2018-03 - 2018-08)

Bachelor of Business Administration - BBA - Jinnah University for Women