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MIAN UMER JAMIL Personal Details
Telephone0344 - 5511181
Strengths
Building positive relationships
Self-motivated Enthusiastic and
committed to professional excellence
Ability to work as a part of a team
High adaptability
Perseverance and Integrity to Work
Optimistic
Career Objective
To strive to the best of my ability, excelling in any field I work. Giving credence to attributes such as Integrity, Sincerity, Hard Work and Team Spirit. To be associated with a reputed organization, with career growth potential providing opportunities to advancement while allowing me to utilize my experience.
Work Experience
STANDARD CHARTERED BANK
Personal Financial Consultant—Consumer Banking Jan’14 till Date
Develop and cultivate flourish business relationship with affluent client base. Conceptualize strategic financial plans for clients based on result of comprehensive needs and assessments. Recommend community banking products and banking deposits and investments and consumer credit solutions. Collaborate with other departments regarding development and implementation of cross selling.
Develop and cultivate flourish business relationship with affluent client base Conceptualize strategic financial plans for clients based on result of comprehensive needs
and assessments Generated most of the business through relations in companies, developers as well as
referral clients through my existing customers Achieving monthly sales target assigned by the department Servicing existing customers to ensure the queries and issues resolved Collaborate with other departments regarding development and implementation of cross
selling
UBL FUND MANAGERS
Senior Wealth Advisor – HNW & Retail Mar ‘13 – Jan’14
Job Responsibilities: Develop and cultivate flourish business relationship with affluent client base Conceptualize strategic financial plans for clients based on result of comprehensive needs
and assessments Generated most of the business through relations in companies, developers as well as
referral clients through my existing customers Achieving monthly sales target assigned by the department Servicing existing customers to ensure the queries and issues resolved Collaborate with other departments regarding development and implementation of cross
selling Educate and advise HNWI’s / Corporate clients on Investments and conduct visits with key
clients to deepen relationship with bank as well as handling all retail services for Excellency clients (Focusing to bring new to bank customers and managing their relationship and obtain more referrals from them
Working closely with team members in different department to meet the objectives of the department
Ability to make presentations to help the client understand the investment opportunity and provide solutions with clear graphs, facts and figures and also predict exactly of what will happen to that investment in coming years
Ability to act creatively and pleasingly to influence the decisions on the minds of clients with real-time facts and figures
Constantly contact the clients and inform them about the updates of their investment
Silk Bank Limited PakistanSales Executive July ‘11 – Nov ‘11
Job Responsibilities:The position circumferences extensive client servicing and customer service needs along with, Creating awareness and selling all banking products which included Current Accounts,
Saving Accounts, Bancassurance and Over Draft Facilities Responsible for handling specific Accounts and servicing all personal banking products and
services to the employees of the organization
Education
MS (Project Management) Bahria University, Islamabad
MBA (Marketing) Preston University, Islamabad
Certification and Trainings
Successfully completed the training workshop on “ Personal Excellence” Successfully completed the training workshop on “Advance Capital Markets”
References
Available on request from all above mentioned employers