Awais Usmani
Toronto,ON
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Positive and personable with adaptable approach and clear communicator with demonstrated success over 12 years of diversified industry experience. I am motivated, detail-oriented and have consistently driven sales growth, increased revenue, and improved market understanding for companies.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Manager
Nabsons Management Consultants
Toronto, ON
11.2021 - Current
- Analyzed data from market research surveys to identify trends and develop actionable insights for organizational growth.
- Providing financial consulting service solutions to small and medium enterprises across North America
- Evaluating and verifying the company assets based on the analysis of accounting reports and business operational model
- Analyzing company business model to create report for business planning and business process improvements
- Creating and managing business and marketing plans for growing the product portfolio
- Analyzes market trends, macro-economic data, competitive environment and regulatory landscape, and develops plan to address the changing environment
- Conducts customer research to uncover new opportunities and new product/service ideas
- Developed long-term relationships with key stakeholders including customers, lenders, regulatory bodies.
Senior Business Consultant
OSL Direct
Toronto, ON
11.2022 - 10.2023
- Enhanced small business sales by 15% through innovative hunting strategies and tailored solutions, resulting in increased revenue and customer satisfaction.
- Improved business growth through efficient use of Salesforce CRM system for managing 2,500+ businesses' territories and funnel.
- Boosted company revenue by identifying specific needs & offering tailor-made solutions, resulting in increased customer satisfaction.
- Generated new business opportunities through active participation in weekly team meetings.
- Acquiring a weekly average of 10 new clients
- Utilized efficient time management techniques to prioritize tasks and achieve goals.
Senior Consultant
IG Wealth Management
TORONTO, ON
03.2016 - 12.2021
- Performing need analysis to structure a financial plan for my clients
- Transferred and managed over $15M worth of balances throughout tenure
- Attracted new clients through networking, seminar facilitation and one on one meetings
- Serviced and monitored existing clients’ assets by applying proper asset allocation
- Analyzing and implementing financial strategies to meet client’s financial goals
- Provided financial advice and guidance to clients regarding investments, retirement planning, taxes, insurance, estate planning, college savings plans, and other areas of personal finance.
- Analyzed market trends and recommended appropriate investment strategies to clients.
- Researched and evaluated potential investments such as stocks, bonds, mutual funds, annuities, hedge funds.
- Monitored the performance of existing investments and made necessary adjustments as needed.
- Created customized portfolio reports for each client outlining current holdings and future projections of returns to meet client's goals
- Built relationships with clients by offering personalized customer service in order to retain business and attract new clients.
- Prepared presentations for prospective investors containing detailed information about investment opportunities.
- Maintained records of all transactions performed on behalf of clients using specialized software programs.
- Advised clients on tax strategies related to their investments in order to minimize liabilities.
- Identified potential risks associated with certain investments and provided solutions or alternatives.
- Participated in seminars and conferences related to financial advising topics in order to stay up-to-date with industry standards.
Relationship Manager
Noor Bank
Dubai, Dubai
10.2014 - 12.2015
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Responsible for achieving liability targets and generating revenue in personal Banking
- Handling a portfolio of pool of customers’ liability and maximizing efforts to increase this portfolio
- Manage client portfolios (over 10M) overseeing funds investment and wealth management
- Deepening relationship with client and Monitor client performance and market activities
- Review markets and investment outlooks for various asset classes
Relationship Manager
Standard Chartered Bank
Dubai, U.A.E , Dubai
09.2012 - 10.2014
- Responsible for achieving the asset and liability target in personal Banking, ensuring high quality of service & customer relationship management
- Handling a portfolio of $18M and maximizing efforts to increase this portfolio
- Conduct portfolio analysis and identify opportunities to meet liabilities and assets targets
- Managing relationship with key stakeholders & decision makers mainly CFOs & CEOs in a corporate
- Sign up new corporate and develop relationship to increase liabilities portfolio
- Identify potential corporate within identified industry segment that meets our targeting criteria
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
Business Analyst
Jazz, Vimpelcom
Islamabad, Punjab
01.2010 - 11.2011
- Creation & Implementation of EPMO methodology & managing various operational assignments
- Creating and executing project work plans, evaluate risk without compromising quality Identify project resources needed & assigns responsibilities
- Ensure project timelines are met in-time to meet business requirements
- Setting project sponsor’s expectations right by identifying dependencies
- Standardizing processes optimizing resources/cost leading to improved time to market
- Working with cross-functional teams including: Engineering, Operations, IT, Customer Care, Revenue Assurance, Fraud Control Risk Management & Marketing for projects completion
Education
Master's in Management Analytics - Data Analytics
Smith School of Business - Queen’s University
Toronto, ON01-2025
Bachelor's in Engineering - Electrical - Telecommunications
Air University
Islamabad, Punjab07-2008
Skills
- Relationship Management & Collaboration
- Strategic Planning
- Decision-Making
- Organizational Skills
- Effective Customer Communication
- Analytical Thinking
- Team Management
- Problem-Solving
- Business Development
- Business Process Improvement
- Business Strategy
- MS suite (Excel, Word, power point)
- Financial Planning, Financial Services,
- Project Management
- Influencing and Negotiating
- Customer Education and Consulting
Certification
Remic Mortgage Agent
Canadian Securities Course
Canadian Securities Institute
Life Insurance Qualified
Accident and Sickness Insurance Qualified
Project Management Training
Negotiation & Influential Skills
Languages
English
Full Professional
Urdu
Native/ Bilingual
Accomplishments
- Received award for Rookie of the year at IG wealth Management
- Received award for exceeding performance 4 year in a row at IG wealth Management
- Received sales driven bonus at IG in 4 years
References
References available upon request.
Timeline
Senior Business Consultant
OSL Direct
11.2022 - 10.2023
Senior Manager
Nabsons Management Consultants
11.2021 - Current
Senior Consultant
IG Wealth Management
03.2016 - 12.2021
Relationship Manager
Noor Bank
10.2014 - 12.2015
Relationship Manager
Standard Chartered Bank
09.2012 - 10.2014
Business Analyst
Jazz, Vimpelcom
01.2010 - 11.2011
Master's in Management Analytics - Data Analytics
Smith School of Business - Queen’s University
Bachelor's in Engineering - Electrical - Telecommunications
Air University
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