BILAL SALEEM
Karachi, Sindh
Summary
A strategic thinker skilled in client support, sales management and leveraging partnerships with high-net-worth clients, internal and external business partners for business growth. Organized , dependable and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
Senior Wealth Admin
IG Wealth
1 2024 - 07.2024
- Expert on SSUI and Trex systems
- Bank Wires, Internal and External Transfers and processing fees
- Client Servicing and account inquiries and business Submission method
- Knowledge of IGFS, IGSI, IIROC, IGFS Nominee, Mortgage and AFP.
Sales Representative
Neo Financial
01.2023 - 12.2023
- Displaying product knowledge and building client user experience
- Assisting clients with the account set up process for Debit, Credit and investment accounts
- Helpings users with the application system
- Performs all reasonable directions given by the Company in support of the operations.
Fund Specialist
CIBC Mellon
10.2022 - 01.2023
- Filling the paperwork for bank wires, transfers and fund management for institutional clients
- Perform daily critical control functions, validate security access of team members and maintain database
- Confirming with clients of daily transactions and quality and control of fund for risk control and adherence to policies and procedures
- Assists in supervision of Staff Accountants and Intermediate Staff Accountants
Client Relations ( Investment Team )
Investors Group Wealth Management
04.2021 - 11.2021
- Created effortless experiences when receiving and responding to consultants, clients, and other institutions by handling all inquiries with a high level of quality and professionalism
- Enabled personal and departmental growth by participating in individual and team meetings with leadership to discuss call monitoring feedback, training and development needs, service levels, and providing feedback on business operations
- Delivered value by maintaining knowledge and awareness of all policies, procedures and technologies.
Education
Financial Economics And Management
University of Manitoba
Winnipeg, Canada10.2019
City School PAF CHAPTER
Karachi, Pakistan08.2013
O Levels
City School PAF CHAPTER
08.2011
Skills
Direct Sales/Sales Management
Leadership Skills
Detail Oriented
Analytical
Problem Solving
Market Research
Strong IT Skills
Multilingual
Portfolio diversification
Performance reporting
Asset Allocation
Wealth Preservation
Financial Planning
Websites
Timeline
Sales Representative
Neo Financial
01.2023 - 12.2023
Fund Specialist
CIBC Mellon
10.2022 - 01.2023
Client Relations ( Investment Team )
Investors Group Wealth Management
04.2021 - 11.2021
Senior Wealth Admin
IG Wealth
1 2024 - 07.2024
Financial Economics And Management
University of Manitoba
City School PAF CHAPTER
O Levels
City School PAF CHAPTER
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