Nazir S.
Senior Investment Advisory Manager
Open to offersNew to PlatformPortfolios
About
Muhammad A. is a seasoned professional with over 20 years of experience in sales, business development, and portfolio management in the financial industry. He brings extensive knowledge in handling a portfolio exceeding 2.5 billion PKR for corporate and high-net-worth clients. His notable achievements include securing awards for top sales performance and customer base expansion. Currently, as the Regional Manager Sales & Investments Advisory at Al-Habib Asset Management in Peshawar, he spearheads corporate and retail HNW business relationships, oversees investment advisory services, and manages contributory funds for over 1000 employee accounts. Previously, he has held significant positions at Alfalah Investments, ABL Funds, and UBL Funds, consistently driving business growth and enhancing customer relations. His contributions include strategizing for sales improvement, managing regional business development, and coordinating with governmental departments for long-term investment products.
Experience
Regional Manager Sales & Investments Advisory
Al-Habib Asset Management · 2024 — PresentManaged relationships with Corporate and Retail HNW clients. Provided Investment Advisory to Bank-Alhabib Ltd clients. Established and developed an advisory team within the region. Oversaw office administration and daily activity reports. Handled SFM & MIS Management. Collaborated with government departments regarding the Contributory Fund. Focused on business development for Long Term Investments products.Regional Manager Sales Investments Advisory
Alfalah Investments · 2023 — 2024Worked on enhancing business operations in the area. Responsible for Hiring and Training Sales Staff. Managed HNW client services and Portfolio Management. Conducted office administration and daily activity reports. Engaged in SFM & MIS Management. Collaborated with government departments on the Contributory Fund. Advanced business development for Long Term Investments products.Area Manager Investments Advisory
ABL Funds · 2021 — 2023Improved business operations in the Peshawar, Sawat, Kohat, and Mardan regions. Developed channel distribution for business growth. Collaborated closely with ABL Regional Heads to promote ABL Funds products across 152 branches in KPK. Maintained Customer Relations with HNW & Corporate Clients. Hired and mentored the Sales Team. Managed office administration and daily activity reports. Engaged in SFM & MIS Management.Area Manager Investments Advisory
UBL Funds · 2016 — 2021Formulated team strategies to enhance sales performance. Oversaw the Channel Distribution Sales Department. Focused on revenue generation through business development. Maintained Customer Relations with HNW & Corporate Clients. Built and mentored the Sales Team. Monitored team activities in CRM/SFM (Sales Force Mobility). Managed portfolios of existing customers. Served as Wealth Manager, providing investment advisory for HNW & Corporate clients. Tracked annual Gross Revenue and Net Revenue performance. Handled hiring and training for the Sales Team.Manager Investments Advisory
JS Investments · 2015 — 2016Handled Retail and Corporate Sales. Provided Customer Relations and after-sales service. Acquired over 50 new customers for the channel. Contributed new business of 58 Million PKR to the channel. Mentored and built the Sales Team.Managing Partner
N&S Financial Services · 2012 — 2015Launched distribution setups for three Asset Management Companies and one insurance company. Educated society on investments and insurance. Built a sales team for the distribution office setup. Added 170 new accounts with a business value of 130 Million PKR. Generated 2.5 Million PKR in insurance business through 20 policy holders. Developed and executed a Business Development Plan in the market. Managed office administration and sales team activities. Conducted seminars and awareness sessions in various organizations.Assistant Manager
Samba Bank Ltd · 2008 — 2009Provided branch banking services to customers. Engaged in deposit mobilization. Increased the number of new bank accounts through open market visits. Conducted KYC for new clients.Investments Relationship Manager
Standard Chartered Bank · 2008 �� 2008Collaborated closely on 27 Mutual Funds offered by nine Asset Management Companies on the bank's platform. Managed customer relations in Investment Advisory and Portfolio Management. Built and mentored the sales team.
Skills & Expertise
Education
- Associate Degree in Islamic BankingVirtual University of Pakistan · 2016 — 2018
- Diploma in Information TechnologyCECOS Peshawar, Pakistan · 2001 — Present
- Diploma in CommerceGovt College of Commerce Peshawar, Pakistan · 1998 — 2000
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