Syeda Tehreema Kazmi
Brisbane,QLD
Summary
Results-driven personal banking manager with extensive experience in client advisory and compliance management. Proven track record in leading teams to enhance performance and service quality while delivering tailored investment solutions to meet client needs.
Overview
7
7
years of professional experience
Work History
Personal Banking Manager
Meezan Bank Limited
Rawalpindi, Punjab
09.2017 - 02.2024
- Advised clients on customized investment opportunities to meet specific financial goals.
- Delivered tailored financial service solutions aligned with client objectives.
- Coordinated personal banking operations to improve client service delivery.
- Managed daily banking operations, ensuring compliance with regulatory standards.
- Coordinated client engagement events to foster relationships and attract new customers. to attract new customers and deepen existing relationships.
- Assisted in establishing online banking accounts, debit cards, and loans for customers.
- Led team meetings to assess performance and set specific service improvement goals.
Marketing Intelligence Person
Information and Communication Technology
Rawalpindi, Punjab
01.2017 - 03.2017
- Streamlined processes and enhanced performance by implementing targeted software and tools.
- Collaborated with cross-functional teams to deliver project objectives on time and within scope.
- Coordinated with team members to ensure timely delivery and uphold high-quality standards in all deliverables.
- Addressed product and service-related issues collaboratively with diverse coworkers to achieve project goals.
Education
Master of Business Administration - Human Resource Management, Finance, Marketing
International Islamic University
Islamabad06-2017
Bachelors of Commerce - Accounting And Finance
Punjab College of Commerce
Rawalpindi06-2013
Intermediate of Commerce - Accounting
Punjab College of Information Technology
Rawalpindi06-2011
Metric - Science
Army Public School
Attock CanttMaster of Science - Management Sciences- Finance
Riphah International University
Islamabad01-2023
Skills
- Bank operations
- Compliance oversight
- Financial analysis
- Risk assessment
- Team leadership
- Investment planning
- Client advisory
- Customer engagement
Professional Experience
Assistant Manager - Personal Banker Manager, Meezan Bank Limited, 6 years and 5 months, Marketing Intelligence Person, ICT, Islamabad.
Qualification Highlights
- Self-confident, initiative, proactive and dynamic.
- Excellent written and oral communication skills.
- Strong ability to interact with diverse set of people.
- Efficient in completing tasks on time.
- Attended a seminar on Human Resource Management, and was rewarded with a certificate.
- Attended a seminar on Entrepreneurship.
- Attended Multiple Training Sessions on Customer Service, Quality Assurance.
- Certified in 'Sales & Product Certification Program.'
- Participated in Business Plan Competition, conducted in Islamabad Institute of Space and Technology and got 'FIRST POSITION'.
- Attained 'A Grade' in English Listening and Speaking course, from International Islamic University, Islamabad.
Professional Courses
- Computer Basics (MS Office)
- Pearson Test of English
Timeline
Personal Banking Manager
Meezan Bank Limited
09.2017 - 02.2024
Marketing Intelligence Person
Information and Communication Technology
01.2017 - 03.2017
Master of Business Administration - Human Resource Management, Finance, Marketing
International Islamic University
Bachelors of Commerce - Accounting And Finance
Punjab College of Commerce
Intermediate of Commerce - Accounting
Punjab College of Information Technology
Metric - Science
Army Public School
Master of Science - Management Sciences- Finance
Riphah International University