portfolio manager

  • Managed all aspects of the CMBS portfolio, accounting, reporting, investor reporting, wire transfers, escrow payments, face to face client meetings for inspections, debt resolution.

portfolio manager

  • Accountable for overall strategy and development of credit card products to accelerate spend, card activation, ENR, and profitability through meeting customer needs. 
  • Involved in all key projects requiring in depth knowledge of card core system, processes and product life cycle stages. 
  • Assisting Management in strategy formulation by developing and maintaining knowledge of financial industry, economy, market conditions, rates, and competition. 
  • Represents Microcred in various community, civic, and community reinvestment functions to further enhance the institution’s image and develop additional business. 

junior portfolio manager

  • tasks of buying and selling debt / equity securities
  • arranging trading deals
  • managing liquidity of funds 
  • preparing material for quarterly and weekly meetings of the Investment Committee
  • monitoring and analyzing global macroeconomic and private industry and region developments
  • monitoring and analyzing indicators and indicators related to companies and states

senior portfolio manager

  • Engages in business development activities and solicitation of new business; actively involved in instilling and maintaining a positive sales environment by developing a list of active prospects.
  • Develops a relationship with potential and current customers; interviewing customers to obtain information needed to make credit decision; establishing proper identification of new customers.
  • Presents Microcred product line up to customers in person and over the phone; listening to customer’s needs to help determine the best fit for the customer.
  • Analyzes applicant financial status, credit and property evaluations to determine credit worthiness.
  • Gathers and analyzes all information necessary to present a financing request (loan file) to Loan Committee for approval.
  • Coordinates processing of approved loans with Loan Processors; ensuring loans are processed according to agreement, customer needs and conform to lending policies; obtaining sufficient information and/or documentation from customers; solving problems relative to processing and servicing of loans within my portfolio.
  • Managing loan recovery and assessing the impact of loan before renewal.

portfolio manager

  • Network within communities to find and attract new business related to Mutual Funds & Equities.
  • Study and analyze the condition of the market and conduct a detailed research on the financial, social and economic data and information.
  • Design potential strategies related to trading and determine a course of action.
  • Placing buy and sell orders of shares and securities in Equity & Derivatives by utilizing short term trading model.

portfolio manager

  • Communicate with clients, colleagues and service providers  on various levels.
  • Submit risk payments to underwriters on a monthly basis.
  • Submit monthly payments to service providers 
  • Attending quarterly board meetings 
  • Taking minutes 
  • Update and submit payroll (payments to spouse and child pensioners) 
  • Submit and or approve payments through banking systems.

portfolio manager

  • Providing a personal touch to relationships with residents and investors.
  • Building trust with honest and open communication.
  • Prioritizing technological and operational advancements to bring efficiency and innovation to both renting and investing.
  • Providing not just a place to live for residents, or a paycheck for investors, but an experience and community to join. 

portfolio manager

  • Selling domestic and overseas properties by working with the International Property Management vertical of the company as a Portfolio Manager.
  • The role comprises of giving real estate solutions to the clients by suggesting them properties as per there intent i.e. self-use or investment by effectivelY researched comparable properties, tax liens and judgments.
  • Working with developers from more than 5 countries and depending on the client’s requirement, the best investment solutions are presented to the client and coordinate up till closure and handover to the CRM Team.
  • Delivered convincing oral sales presentations to potential clients and investors.
  • Building relations with Channel Partners who can help in generating leads and hence the business.
  • Handling HNI clients belonging to different nationalities during my tenure in Dubai.

portfolio manager

  • Discretionary trading and investment advisor of over $1,000,000 in client capital 
  • Developed profitable trading strategies across numerous financial instruments including equities, futures, and currencies
  • Programmed automated trading algorithms in C# and Java
  • Managed supplier invoicing, budget adherence and project deadlines across multiple Corporate Real Estate projects including: branch consolidations, refurbishments, discretionary and non-discretionary repairs and general upkeep of branches.

portfolio manager

  • Self-manage a personal financial office utilizing  most efficient time management and organizational skills
  • Generate leads through prospecting new clients,  customer relationship referrals and B to B marketing
  • Review client’s financial and legal documents to analyze their current situation, construct and propose new financial strategy, and show value of the change in process
  • Partner with other lines of business to ensure an efficient process as well as exceptional customer experience
  • Position the correct solutions maximizing long term stability, retention and growth

portfolio manager

  • Extensively Backtesting options strategies using Excel sheet on Index, stocks & Currency markets in NSE and applying same strategies on live markets. 
  • Identified and analyzed trends using strong quantitative skills in order to make markets and execute profitable trades.
  •  Made fast-paced, strategic trade decisions while dealing with a high degree of uncertainty and limited information 
  •  Assisted team’s development and quality growth by mentoring and training entry-level traders.
  •  Evaluated factors such as volatility, liquidity, and expected profit to determine appropriate price and size of trades. 
  •  Formulated and executed hedging strategies based on type of risk and market factors. 
  •  Generated consistent profits without excessive risk or volatility. 

portfolio manager

  • Managing Equity, Hybrid as well as Fixed Income Portfolios of Institutional and High Net Worth clients. The overall assets under management exceed PKR 20 billion. 
  • Creating Investment Solutions and Financial Plans based on the needs of clients and their risk profiles.
  • Complete implementation of Capital protected strategy model for investors with a moderate risk profile.
  • Identify/analyze new business opportunities and cultivate relationships with potential &  existing institutional clients in the region.
  • Meet clients for quarterly performance review, capital market outlook, and investment strategy.
  • Analyze market conditions to determine optimum times to make optimal Asset Allocation strategy.
  • Training the Corporate and Retail Sales Force of Financial Advisors pan Pakistan. 

portfolio manager

  • Calculate costs for billings or commissions.. 
  • Purge records if debt has been satisfied.
  • Report satisfied debts to credit bureaus.
  • Follow federal and state laws dealing with debt collection.

portfolio manager

  • Set up repayment plans and new terms of sale.
  • Offer advice or refer customers to debt counselors.
  • Send statements of delinquencies to credit bureau.
  • Initiate repossession proceedings or hand over account to law practice that specializes in debt collection.

portfolio manager

  • Private Equity:
  • Review terms of sale or loan documents.
  • Ensure all customer information is correct, including phone numbers and addresses.
  • Listen to customer’s story and determine if debt can be collected.

portfolio manager

  • Prepare and deliver presentations to communicate economic and environmental study results, to present policy recommendations, or to raise awareness of environmental consequences.
  • Inspect crops, fields, or plant stock to determine conditions and need for cultivating, spraying, weeding, or harvesting.
  • Inform clients of overdue accounts and amount currently owed.
  • Attempt to collect payment.

portfolio manager

  •   get in touch with individuals or businesses that have delinquent accounts 
  • Collect payments on past due bills.
  • Create a list of people who have not made payments.
  • Organize list according to severity of delinquency.
  • Locate customers using credit bureau information, background checks, loan documents, and other paperwork or databases.
  • Call customers using telephone.
  • Utilize computer systems to handle skip tracing.

portfolio manager

  • Ideation/Identification of new Differentiated Products, 
  • Understand rationale for Global selection and leverage for EM, 
  • In licensing 
  • Ensuring a winning portfolio for each Emerging Market (Russia, CIS, China, Brazil Australia, South Africa, LATAM, ASEAN)

portfolio manager

  • Market analyses
  • Setup of business relationships with partner
  • Communication with clients
  • Coordination of back-end workflow
  • Supervision and maintenance of the database
  • Production of advertisement materials
  • Management of advertising campaigns