Syed Adil Ali
Winnipeg,MB
Summary
Diligent financial industry professional with 2+ years of experience in Management. Proficient in MS Office applications. Built strong relationships with all relevant stakeholders and designed strategy to minimize cost of business. Looking for opportunities to enhance skills & gain valuable learning experience to streamline career path in the financial/management sector, and simultaneously, contributing to organizational success.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Product Officer: Investment Services - Wealth Mgmt
MCB Bank Limited
2022.03 - 2023.12
- Identified new opportunities for business growth and acquisition through cross-selling products & services focused on diversifying and enhancing the value of the customers' wealth portfolio.
- Designed and developed sales campaigns for new and existing product offerings.
- Leveraged social media, email marketing, press conferences and e-campaigns to market developed products.
- Collaborated with Sales & Marketing to devise strategies to maximize profitability of the business.
- Worked closely with compliance, risk and internal control teams to ensure that all regulatory requirements were adhered to throughout the product lifecycle.
Investment Trainee
Lucky Cement Limited
2021.07 - 2022.01
- Assisted executive level professionals and managing CEO's investment portfolio, including income/sales tax, and dealing with regulatory notices.
- Administered transaction processing operations from Y.B. Pakistan Limited Group.
- Reported daily and monthly bank position of the Group and P&L, respectively, to the CEO.
Education
MBA - Finance And Marketing
University of Manitoba
Winnipeg, MB12.2025
Bachelor of Science - Economics
Institute of Business Administration (IBA)
Karachi, Pakistan07.2021
Skills
- Strategy
- Teamwork
- Leadership
- Adaptability
- MS Office Suite
- Communication
- Critical Thinking
- Problem Solving
- Decision Making
- Attention to Detail
- Interpersonal Skills
- Time Management
- Presentation Competency
- Statistical Software and Analysis
Languages
English
Full Professional
Urdu
Native or Bilingual
Certification
- Approaching Banks for Financing - SME Trade Academy, 2019
- How to Analyze Trade Flows - SME Trade Academy, 2019
- World Federation of United Nations Associations (WFUNA) Trainee, 2020
- Toyota 5S Training Program partnered with UNAP, 2020-21
Additional Information
- Corporate Internship at Engro Corp., Completed 2020
- Volunteer Internship at Make A Wish Foundation Pakistan, Completed 2018
Timeline
Product Officer: Investment Services - Wealth Mgmt
MCB Bank Limited
2022.03 - 2023.12
Investment Trainee
Lucky Cement Limited
2021.07 - 2022.01
MBA - Finance And Marketing
University of Manitoba
Bachelor of Science - Economics
Institute of Business Administration (IBA)
- Approaching Banks for Financing - SME Trade Academy, 2019
- How to Analyze Trade Flows - SME Trade Academy, 2019
- World Federation of United Nations Associations (WFUNA) Trainee, 2020
- Toyota 5S Training Program partnered with UNAP, 2020-21
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