Aimon Naseer

Livingston, NJ • 650-***-**** • ad058x@r.postjobfree.com • www.linkedin.com/in/aimonnaseer/

Retail & Wealth Management District-Level Leadership

~ Bring 10+ years of impactful leadership experience by centering continuous improvement strategies around client services/engagement, people development, business value, transformation, and growth.

Client Experience Engagement Strategy & Execution Talent Acquisition & Management

Strategic banking leader with over a decade of progressive growth and noted achievements in exceeding sales goals, growing relationship balances, championing the client experience, and managing the sales team to boost revenue, net promoter scores, and client retention. Skilled engagement strategist with extensive experience putting in place processes, workflows, and cross-functional teams to ensure business value is maximized across customer accounts. Serve as the voice of the customer when delivering sensitive feedback to executive leaders to drive change and resolve issues. Review a cascade of reports to ensure KPIs, metrics, and continuous improvement plans are moving the business in the right direction. Create significant investments around improving sales/service protocols, developing high-performing sales teams, and valuing the voice of the customer to drive a better market foothold and meet evolving changes within the marketplace.

Areas of Expertise

Business/Sales Strategy & Execution B2B/B2C Sales Revenue Growth Leadership Talent Upskilling & Development

Pipeline Development Relationship Building Turnaround Management Organizational/Branch Culture Forecasting

C-Level Engagement KPI Tracking/Alignment Trend Analysis Market Penetration Cross-Functional Leadership

Diversity, Equity, & Inclusion (DEI) Succession Planning & Career Development Financial Planning & Analysis

Regulatory Compliance Workforce Management ROI Rationale MS Office Suite CRM & Banking Software

Professional Experience

HSBC BANK; Park Avenue, NY 2006-Present

Vice President; Wealth Center Manager (2022-Present)

Serve as the principal strategist and key influencer of the most significant, strategic flagship location in the US. Ensuring effective implementation of the bank’s business and client experience strategy to drive growth in a wealth-led business while continuing to expand the retail client base. Hold full accountability for leading 5 managers and 3 client experience experts, along with maintaining a dotted-line to 3 senior financial advisors, a mortgage advisor, a service line compliance officer, and staff with a mix of administrative and frontline customer service responsibilities. Maintain a constant pulse on wealth management and service portfolios valued at $2B+ to successfully transform the retail business into a profit-generating model.

Set the tactical direction of successful service execution by evaluating service impacts to identify gaps, impediments, failure points, and risks in the customer experience.

Build a communication cadence between numerous leaders within the organization to drive increased velocity in executing banking operations and managing high-value relationships.

Guide managers and team leaders on employee relations activities to build an internal bench strength of successful talent and support a climate of career growth.

Forecast workforce needs to design a talent acquisition strategy rooted in placing the right people in critical positions to drive organizational success.

Create justifications for strategic business decisions and coach managers, client service groups, and frontline team members on the effective use of banking processes.

Provide business intelligence reporting to deliver day-to-day operational and client experience retrospectives to maintain compliance in a heavily regulated environment.

Support the growth of team members by holding them accountable for achieving their respective KPIs and developing stretch goals to create opportunities for improvement.

Vice President; Senior Branch Manager – Palo Alto, CA (2019-2022)

Tapped by corporate leaders to lead a turnaround management strategy for one of the most underperforming branches in the company’s portfolio, catapulting the branch from 56th to 1st place within one year. Refocused banking processes and policies centered on the customer experience by mapping customer journeys at each stage of the relationship to drive improvement. Managed conflicting interests across the organization with diplomacy to encourage cross-functional teams to work congruently towards agreed-upon performance criteria. Ensured the proper mix of internal controls, fiscal decisions, and engagement policies were in place to properly source, qualify, and pursue opportunities to acquire new primary customers and strengthen existing relationships. Analyzed market trends and competitor actions to gain advantages over the competition and position the bank as the preferred business partner to individuals and high-net-worth retail clients.

Over-achieved assigned wealth expectations by 205%, exceeded mortgage business by 183%, grew deposit balances by $47M, increased customer retention by 93%, raised unsecured lending by 106%, and achieved NPS of 90% or better during brief tenure in the position.

Established market strategies, sales goals, and customer engagement to grow revenue, deposit volume, market share, and new business development opportunities.

Managed branch performance to hit goals by setting performance standards, granting authorities appropriate for each position, holding accountability meetings, and developing stretch goals to promote future banking leaders.

Oversaw fiscal decisions based on a set budget to maximize branch revenues, share of wallet, and customer satisfaction while minimizing operating losses.

Generated high-level reports, including strategic operating plans, mid-year re-forecasting, and performance outlooks to translate results into plan vs. outcome reporting.

Project-managed risk, governance, reporting, and research for crucial initiatives spanning multiple products and services to enhance sales, improve the customer experience, and increase team performance.

Significantly improved morale and staff retention across all branches by creating a team-oriented and unified work structure that developed team members into positions with increased responsibility.

HSBC BANK – Middle East; Dubai, UAE

Area Sales Manager – Middle East/Dubai UAE (2016-2019)

Challenged and empowered the sales team to grow/retain sales and champion essential performance, financial, and customer service metrics to achieve goals and objectives. Leveraged strong management experience to facilitate sales, service, and operational meetings and corporate-level roundtable discussions. Planned, organized, and executed business support and quality control projects by translating business drivers into process improvements and coaching frameworks to increase team performance. Reviewed service failures and customer pulse surveys to identify gaps, surface solutions, and implement action steps, establishing a record-breaking 18K in new retail relationships.

Maximized sales and profits by 213% by establishing sales objectives, forecasts, and leading a high-performing team of district and business development managers.

Created a new frontline channel for unsecured sales by putting processes, procedures, and people in place to drive a $100M revenue momentum in credit card sales.

Area Manager – Middle East/Dubai UAE (2015-2016)

Stood as the head of the Corporate Business Development Team by managing 4K+ high-valued corporate partnerships and leading financial wellness check-ins to maximize wallet share. Established alliances with 900+ large enterprise accounts by offering their staff a full suite of financial services and products. Cultivated relationships with business clients to promote new products and services by acquiring a better understanding of their business goals.

Approved 80+ EBS (Employee Banking Services) partnerships by analyzing financial audit reports, legal documentation, and listing acknowledgments to verify business standing.

District Manager – Middle East/Dubai UAE (2011-2015)

Progressed through several layers of senior management positions to oversee operational, fiscal, and talent management decisions based on a set budget to maximize branch revenues, share of wallet, and customer satisfaction while minimizing operating losses.

Awarded “Best Team of the Year” by achieving 190%+ assigned goals and enabling the team to meet quality control, compliance, and customer satisfaction scores.

Earlier Career: Business Development Manager (2010-2011), Sales Advisor at HSBC Bank (2006-2009), and Unit Manager at Jubilee Life Insurance (2001-2005)

Education & Licenses

PRESTON UNIVERSITY – Master of Business Administration; Marketing

BZU UNIVERSITY – Bachelor of Arts; Sociology

IIT MELBOURNE – Diploma of Financial Planning in Practice

STANFORD UNIVERSITY – Innovation and Entrepreneurship Course

Securities License – Series 6, 63, and SIE. Insurance Licenses – Life & Health

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