Shahzada Rizvi
Brampton,ON
Summary
Motivated professional with extensive experience in advising clients on investment strategies, retirement planning, and financial planning. Possesses a strong background in financial markets, financial products, and risk management. Proven track record of helping clients achieve their financial goals through sound advice and effective portfolio management.
Overview
16
16
years of professional experience
5
5
years of post-secondary education
Work History
OMNI Fulfillment Associate
Walmart
Brampton, Ontario
03.2024 - Current
- Efficiently pick and assemble orders from various temperature areas, ensuring on-time delivery to customers.
- Pack orders with meticulous attention to detail, including distinguishing between similar named products, exact quantities, and correct product codes.
- Ensure all picked products meet the highest quality standards, avoiding damaged items and selecting the freshest products.
- Accurately document and label all orders, interpreting and understanding documentation such as pick slips, packaging details, and shipping labels.
- Optimize tote fill by packing orders in a space-efficient manner while maintaining product quality standards.
- Balance fulfillment responsibilities with customer interaction, providing service and resolving issues promptly.
- Participate in continuous improvement initiatives, suggesting changes to operational procedures, productivity standards, customer satisfaction, safety protocols, working conditions, and quality standards.
- Demonstrate flexibility in completing and adjusting work assignments based on customer requests and meeting daily delivery schedules..
Assistant Sales Manager (Mutual Funds)
AL-Meezan Investments
04.2019 - 02.2023
- Sales Strategy Development: Assisted in developing and implementing sales strategies to drive mutual fund sales.
- Client Relationship Management: Managed and nurtured relationships with key clients, ensuring their investment needs were met through personalized financial solutions, leading to improved client retention rates.
- Team Leadership: Led a team of sales associates, providing guidance and training on product knowledge, sales techniques, and compliance, contributing to an increase in team performance and overall sales.
- Market Analysis and Reporting: Conducted in-depth market research and analysis to identify sales opportunities and trends, which informed strategic decision-making and helped the team achieve sales targets.
- Cross-Department Collaboration: Worked closely with marketing and product development teams to design and execute promotional campaigns and product launches, enhancing the visibility and sales of mutual fund products.
Senior Wealth Advisor
UBL Al-Ameen Funds
08.2016 - 04.2018
- Client Consultation and Strategy Development: Consulted with high-net-worth clients to understand their financial goals and risk tolerance, crafting personalized investment strategies that aligned with their long-term objectives.
- Financial Planning and Portfolio Management: Designed and managed customized financial plans and diversified investment portfolios, ensuring alignment with client needs and market conditions while maximizing returns.
- Client Relationship Management: Cultivated and maintained strong client relationships by providing ongoing advisory services, regular portfolio reviews, and timely communication, leading to increased client satisfaction and retention.
- Sales Performance and Target Achievement: Consistently exceeded sales targets, demonstrating a strong ability to meet and surpass set objectives through effective sales techniques and client engagement.
- Market Analysis and Reporting: Conducted regular market research and financial analysis to identify new investment opportunities, keeping clients informed and advising them on adjustments to their portfolios based on market trends.
Investment Advisor
JS Investments
01.2016 - 07.2016
- Sales Target Achievement: Consistently achieved and exceeded monthly sales targets by implementing a customer-centric approach, ensuring each client’s unique financial needs were met through personalized service and tailored investment solutions.
- Market Research and Investment Monitoring: Conducted comprehensive market research and continuously monitored investment performance, providing clients with informed and timely advice that aligned with their financial goals.
- Analytical Reporting and Client Insights: Led the preparation and presentation of complex analytical reports in Excel, delivering actionable insights that empowered clients to make informed investment decisions and optimize their portfolios.
- Customer Service and Banking Support: Provided exceptional support to clients by efficiently handling banking transactions and addressing their service requests, both in-person and via other communication channels, enhancing overall customer satisfaction.
Investment Relationship Executive
Bank Alfalah Ltd.
05.2014 - 12.2015
Customer Services Supervisor
J.Sainsburys
08.2008 - 10.2013
Education
Bachelor of Arts - Business Studies
University of Wales
United Kingdom 05.2007 - 05.2011
High School Diploma -
Kensington College of Business
United Kingdom 05.2007 - 05.2008
Skills
Customer-Centric Approach
Sales Target Achievement
Financial Analysis and Reporting
Client Relationship Management
Team Leadership
Compliance and Regulatory Adherence
Investment Product Knowledge
Communication Skills
Digital Literacy
Time Management and Efficiency
Attention to Detail
Market Research and Analysis
Languages
English
Full Professional
Urdu
Native or Bilingual
Punjabi
Native or Bilingual
Hindi
Full Professional
Timeline
OMNI Fulfillment Associate
Walmart
03.2024 - Current
Assistant Sales Manager (Mutual Funds)
AL-Meezan Investments
04.2019 - 02.2023
Senior Wealth Advisor
UBL Al-Ameen Funds
08.2016 - 04.2018
Investment Advisor
JS Investments
01.2016 - 07.2016
Investment Relationship Executive
Bank Alfalah Ltd.
05.2014 - 12.2015
Customer Services Supervisor
J.Sainsburys
08.2008 - 10.2013
Bachelor of Arts - Business Studies
University of Wales
05.2007 - 05.2011
High School Diploma -
Kensington College of Business
05.2007 - 05.2008
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