Shazia Shareef
PRESTIGE PORTFOLIO MANAGER
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About
As an experience and professional person I would like to gain employment with a company that offers me a consistently positive environment to learn new things and bring my expertise in you organization for the betterment of the business.
Experience
Prestige Portfolio Manager (PPM) - Habib Bank Limited (HBL)
(2025-09)
- Manage and grow a portfolio of priority and high-value clients
- Focus on wealth management solutions and deposit growth
- Handle current accounts and increase customer deposit balances
- Provide personalized financial guidance based on client needs
- Build and maintain strong, long-term client relationships
- Acquire new clients and retain existing customers
- Cross-sell banking and wealth products to meet business targets
- Ensure compliance with bank policies and regulatory requirements
- Deliver high standards of customer service and relationship management
Relationship Manager - Meezan Bank Limited (MBL)
(2017-03 - 2025-08)
Responsible for establishing and sustaining relationships with clients and key executives at customer firms. We perform company reviews to ensure client satisfaction with our products and services. Identifying additional sales opportunities with existing customers.
- Managing new business investments
- Managing deposit maintenance
- Responsible for bank expenditure
- Mutual Fund Investment and Withdrawal
- Management of the sales process
- Ensure satisfaction with consumer financing and risk administration
- FCCM Correspondence
- Deal in trade finance
- Team management
Personal Banking Manager (Assistant Manager I) - Meezan Bank Limited (MBL)
(1992)
Relationship Officer
(2008-12 - 2017)
Personal Banking Officer (Assistant Manager II). Some of the tasks accomplished as a Relationship Manager in Retail Banking.
- Managing customer due diligence and KYC
- Improving Customer Service Level
- Exploring new business opportunities
- Showcasing the bank's products and services
- Establish and manage new marketing initiatives
- Create a strategy for targeted marketing
- Engage with existing or prospective clients to generate new business
- Increase income by cross-selling bank products and services
- Build ties with referral sources
- Comprehensive understanding of all bank products
Telemarketing Officer (PSPL) - Standard Chartered
(2006-07 - 2007-08)
- Marketing of personal loan to the customer
- Guiding the customer about loan financing
- informing the customer for financing from the bank
Education
Bachelor of Arts - KARACHI UNIVERSITY (1994 - 1996)
Intermediate (HSC) - KHATOON-E-PAKISTAN COLLEGE (1994)
Intermediate (HSC) - SHAHEEN PUBLIC SCHOOL (1992)
