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Customer Service Management

Milton, Ontario, Canada
November 14, 2017

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Tahir Shahzad


Budget planning, branch management and operations oversight experience with three years in progressive roles with client services to large banks and microfinance institutes.

Action-oriented with strong ability to communicate effectively with clients and management. Solid background in finance and accounts.

Refined relationship-building skills and experience working collaboratively with banking sector, corporate clients and marketing staff.


Management Officer

Askari General Insurance, Lahore, Pakistan 2014 – 2017

Joined as Executive Officer, rotated in different positions to understand various departmental procedures and earned the opportunity to work directly with Management Officers to facilitate effective operation including sales transactions, compliance, procedures, and security. Responsibilities involved, but not limited, to issuance of bank receipts, refunds, database management and interdepartmental/client correspondence.

After a year working with senior management, due to knowledge, skills and hard work, got promoted to a senior position of management officer. As a more increasingly responsible management positions, was given the privilege of managing various roles solely based on strong financial and operating performance.

Issued Bank Receipts

Maintained General Ledger

Managed Monthly Bank Reconciliation

Company representation in tenders and customers meetings.

Responsible for Client Correspondences

Prepared Claim Payments


Harris & Co. Chartered Certified Accountant, Glasgow, UK 2013 – 14

Joined as a Junior Accountant responsible for preparation of clients’ accounts and taxes. Promoted to Accountant within a month of joining based on education, excellent work ethic and strong understanding of all accounting aspects.

Provided recommendations on income inclusions, tax deductions, credits, and other tax issues to the client’s maximum benefit

Regularly audited and reconciled taxes and accounts


Risk Assessment and

Appetite Analysis

Payables & Receivables

Expense Planning & Control

Data Assessment

Budget Preparation

Office & Record Management


Client Relations

Financial Analysis

Customer Service Excellence

Management Software

(Crystal Reports, STATA, EViews,



Claim settlement responsibility

for average of $1 hundred thousand a day

3-year proven track record of

involvement in developing financial policies and procedures

In-depth knowledge of insurance products, procedures and claims

Good with numbers and calculations

Department Coordinator for International Standard Organization certification


Pursuing CFA Level 1 2017

CISI and MCSI Designations, London, UK

Masters of Science, Nov 2014

Int’l Banking Finance & Risk Management

Glasgow Caledonian University, Glasgow, UK

Honour Bachelors of Science, Oct 2012


Government College University, Lahore,


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