Syed Ali

Goal-oriented business professional with a strong foundation in Accounting and Finance, currently pursuing an MBA. I bring analytical strength, a data-driven mindset, and cross-functional knowledge in finance, HRM, and marketing. My MBA is enhancing my ability to address complex business challenges strategically, and I am committed to driving organizational efficiency and sustainable growth.

Assistant Relationship Officer at UBL Funds Manager (2024-07 – 2025-04)

• Manage and oversee petty cash expenses, ensuring accuracy and adherence to financial protocols.
• Advise clients on investment opportunities based on their financial goals and risk tolerance.
• Increased client retention through strategic relationship management.
• Achieve monthly sales targets through effective client consultations and strategic investment planning.
• Participated in training sessions to continually improve product knowledge and enhance customer interactions.

Masters of Business Administration in Supply Chain Management – Shaheed Zulfikar Ali Bhutto Institute of Science & Technology

Bachelor of Science in Accounting & Finance – Shaheed Zulfikar Ali Bhutto Institute of Science & Technology (2025)

Intermediate in I-Com – Punjab Group of Colleges (2020)