Wealth Management It Support

CV

Syed Bilal Hussain – Bancassurance & Wealth Management

1

Objective:

To make use of my interpersonal skills to achieve goals of a company that focuses on customer satisfaction and customer experience.

Area of Expertise

Wealth Management Telephonically after sale support Telesales Bancassurance Outbound Sales Leasing/Brokerage house Call Back Confirmation Document verification I.T support Professional Experience

Bank Alfalah Ltd

Investment Relationship Manager OG-II January 2023 till date

To sell investment and Bancassurance products in assigned area.

Offered friendly and effecient service to all customers, handled challenging situation with ease.

Increased customer satisfaction by resolving investment related issues.

Quickly learved new skills and applied them to daily tasks, improving efficiency and productivity.

Provide investment related after sales service to customer iuncluding redemptions, client queries and account statement.

Resolve assigned customer's problems/issues effectively and to the customer satisfaction on escalating any unresolved issues to the team leader/SM/RSM.

Handled assigned area i.e. 12 Branches to address customer inquiries and concern.

Complete paperwork, recognizing discrepancies and promptly addressing for resolution. Bank Alfalah Ltd

Senior Officer Bancassurance CBC unit: June 2018 December 2022

Responsible to verify all Bancassurance cases via recorded system.

Responsible for documents review of all Bancassurance cases which upload on system.

Directly involve on Renewal & Persistency calling to existing customers.

Conduct CBC officers training and provide one pager for product knowledge.

Provide technical assistance if any system related issue occur to CBC officers.

Root cause analysis of system.

Diagnose error which appear at user end and responsible to coordinate with I.T and resolve the issue on immediate basis.

Several times visited at internal software development unit along with line Manager in order to system modification and enhancement.

Prime Human Resources Pvt Ltd

Officer Bancassurance CBC unit: June 2016 to May 2018

Responsible to verify all Bancassurance cases via recorded system.

Partially involve in physical review cases.

Responsible to receive daily courier and update entire receiving.

Inform Branches about their receiving files & discrepancies via MIS.

Responsible to answer calls and resolve Branches concern over the phone call. Standard Chartered Leasing Pvt Ltd

Relationship Officer: January 2016 to March 2016

Conduct CIS-Individual and CDD for assurance companies, verify customer information, ensure policy compliance, calculate debt burden, and maintain strong customer relationships for satisfaction. CV

Syed Bilal Hussain – Bancassurance & Wealth Management 2

Civil Hospital Karachi

Network Engineer: April 2012 to February 2013

Troubleshot network and security infrastructure issues, including routers, switches, firewalls, VPNs, and proxy servers, taking corrective actions when necessary.

Handled data entry operations and generated daily data entry reports.

Prepared error reports and questionnaires, filed by supervisor.

Installed and troubleshot network systems and operating systems (Windows XP, NT).

Worked efficiently under pressure in a fast-paced and often stressful environment. Invest Finance Securities Ltd

Equity Dealer: October 2009 to January 2011

Buy and sell shares and securities on behalf of clients, provide market advice, forecast investments, and execute deals using relevant financial instruments. Cyber Internet Services Pvt Ltd (A Group of Lakson) Customer Support Engineer – Cyber Fax & Dialup Internet: May 2004 to June 2007

Reported to the Head of Technical Support, handled over 200 customer calls daily, provided solutions, improved customer satisfaction, and delivered technical presentations while maintaining a monthly feedback system for 500+ customers.

Network Leasing Corporation Ltd

Marketing officer (Microfinance Division): May 2003 to May 2004

Reported to the Head of Marketing, consistently achieved monthly revenue targets of Rs. 1.0 million by exploring new markets, building relationships, and presenting products to prospective customers. Language skills

Punjabi

Siraiki

Urdu

English

Professional Development

Computer Skills and

Knowledge

Temenos (T24)

Banca system

Auto Loan verification system (SOA)

Academic Qualification

S. No. Degree University Year

1.

2.

Bachelor in Arts

Intermediate in Commerce

University of Karachi

Board of Intermediate

2002

1998

Personal Information

Father’s name: Syed Barket Hussain(Late)

D.O.B: October 31, 1978

Marital Status: Married

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