Tanvir Arif Khan
Kindersley,SK
Summary
Motivated Associate Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
10
10
years of professional experience
Work History
Associate Financial Advisor
CIBC
06.2023 - Current
- Manage strategic high value client's portfolio of over 300 clients
- Develop strong client relationship through customer service excellence ensuring 100% on surveys
- Provide investment and credit planning advices
- Work with different partners to provide best solutions to clients
- Make customized plans for clients to reach their financial goals and review with them regularly
- Generate leads for new or enhanced solutions for business growth
- Act as backup of branch manager
- Help team in providing solutions and services to clients
- Manage compliance with banking rules
Financial Service Representative (Solutions)
CIBC
09.2021 - 06.2023
- Engaging client with providing best client experience on personal level
- Provide support for clients by helping them to manage their accounts and products
- Connect and refer clients to the right CIBC contacts to enable their financial success
- Providing client with banking options that help them to achieve their financial goals
- Support team by achieving targets in service levels
- Team player for achieving all sales targets
- Actively participate in ongoing sales campaigns.
Customer Service Advisor
Concentrix Inc.
06.2021 - 01.2022
- Provided clients with need based solutions
- Provided client with excellent service meeting all key performance indicator
- Participated in activities to improve customer satisfaction and business performance
- Track, document and retrieve information in call tracking database
- Respond to customer inquiries referring them to published materials, secondary sources or more senior staff.
Manager Operations
Meezan Bank Limited
09.2018 - 05.2021
- Customer management with target to achieve customer delight
- Managed team to achieve all SLAs and KPIs targets
- Managed banks operation team to deliver effective financial services to our clients
- Management of cash receipts and payments maintaining its supply chain
- Performed all administrative and accounting duties, and organized all banking activities
- Managed all operational procedures to be performed according to policies of bank
- Verified all documents and ensured rectification of discrepancies
- Ensured outstanding customer relations and high sales
- Staff motivation by providing personal coaching and grants.
Officer Receipts and Payments
Askari Bank Limited
09.2013 - 08.2018
- Cash collection, payment, sorted and maintained supply chain
- Day-to-day management of all payment cycle activities in a timely and efficient manner
- Provided best customer services ensuring customer retention and created new customer leads
- Completed payments and controlled expenses by receiving payments
- First point of reference for customer issues and supported the team for operational activities
- Verified documents, reconciled invoices, reported discrepancies, and ensured accuracy
- Kept a track record of all payments and expenditures, including orders, invoices, and statements
- Maintained records and worked towards improving the payment process
- Responding to all vendor enquiries and ensured the payment is received for outstanding credit
- Prepared analysis of accounts and monthly reports.
Education
Masters of Business Administration -
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology
08.2018
Investment funds in Canada - Mutual Funds
Canadian Securities Institute
01.2023
Bachelors of Commerce -
Allama Iqbal Open University
06.2014
Junior Associate- Associate Chartered Banker UK - Banking And Finance
Institute of Bankers Pakistan
06.2019
Skills
- Investment planning
- Sales expertise
- Fixed Income Strategies
- Portfolio Management
- Asset Allocation
- Debt management
- Retirement planning
- Client Engagement
Personal Skills And Abilities
- Strong communication skills and ability in creating effective communication with peers and clients
- Intellectually curious and flexible during work assignments
- Fast adaptability to changes and time management skills
- Formulate solutions with strong decision-making abilities
- Team player and detail-oriented professional who derive for collective goals
- Reliability, flexibility, and target oriented abilities
- Positive approach with great leadership skills
References
Available upon request.
Languages
English
Full Professional
Urdu
Native or Bilingual
Punjabi
Professional Working
Hindi
Professional Working
Timeline
Associate Financial Advisor
CIBC
06.2023 - Current
Financial Service Representative (Solutions)
CIBC
09.2021 - 06.2023
Customer Service Advisor
Concentrix Inc.
06.2021 - 01.2022
Manager Operations
Meezan Bank Limited
09.2018 - 05.2021
Officer Receipts and Payments
Askari Bank Limited
09.2013 - 08.2018
Masters of Business Administration -
Shaheed Zulfikar Ali Bhutto Institute of Science and Technology
Investment funds in Canada - Mutual Funds
Canadian Securities Institute
Bachelors of Commerce -
Allama Iqbal Open University
Junior Associate- Associate Chartered Banker UK - Banking And Finance
Institute of Bankers Pakistan
Similar Profiles
Fadi Barakat DiabFadi Barakat Diab
Senior Program Manager at CIBCSenior Program Manager at CIBC
Gurpreet ManchandaGurpreet Manchanda
Fraud Analyst at CIBCFraud Analyst at CIBC
Nakul SapkalNakul Sapkal
Application Developer at CIBCApplication Developer at CIBC