Finance & Client Relations Professional with 5+ Years

ANAM RIAZ

+1-347-***-**** *************@*****.***

PROFESSIONAL SUMMARY

5+ years of experience in financial services, customer relationship management, and digital banking solutions. Expertise in cash handling, consultative sales, financial analysis, and regulatory compliance.

SKILLS

Functional: Technology Proficiency, Customer Service, Financial Knowledge, Team Collaboration, Relationship Building.

Technical: Digital Banking Tools, Cash Handling & Transaction Processing, Financial Analysis Basics, Power BI Tools, Data Entry & Accuracy, Data Security Awareness, Risk & Regulatory Compliance, MS Word, MS Excel, MS outlook.

Languages: English, Hindi, Punjabi, Urdu

PROFESSIONAL EXPERIENCE

JP Morgan Chase Bank Private Client Banker Aiken, SC 09/2025 – 02/2026

Assisted with client onboarding, account reviews, and foundational relationshipbuilding.

Learned key risk, compliance, and operational standards alongside branch leadership.

Gained proficiency in digital banking tools and CRM systems while shadowing senior bankers.

Cloud Resource Inc. Business Finance Assistant Dallas, TX 01/2025 – 07/2025

Budget preparation and monitoring. Forecasting future financial performance

Evaluated investment opportunities and risks and ensured adequate insurance coverage.

Managed cash flow to ensure the organization can meet its obligations.

Prepared reports and communicated financial performance to management and shareholders.

Recursion Technologies Inc. Business Finance Analyst Intern Dallas, TX 01/2024 – 01/2025

Liaised between business and technical teams to streamline financial requirements.

Assisted in ensuring high availability and fault tolerance in cloud-based financial solutions.

Demonstrates initiative and expertise in offering clients various financial options through different consultative tools.

Trivedi Law Group P.C. Business Finance Analyst New York, NY 08/2023 – 12/2023

Maintained 100% accuracy in financial record-keeping for legal databases.

Processed confidential financial documents, ensuring compliance with regulatory standards.

Manage assigned clients and actively meet them, both in person and over the phone, to build lasting relationships.

Bridges to Adelphi Learning Strategist New York, NY 07/2022 – 05/2023

Developed and provided student-centered learning strategies, individualized guidance, coaching, and mentoring.

Designed and facilitated workshops, seminars, and training sessions.

Utilized assessment tools and data analysis to evaluate student learning outcomes.

Facilitated workshops and training sessions for 50+ students.

Allied Bank Retail Banking Customer Consultant Lahore, PK 07/2021 – 06/2022

Achieved 120% of sales targets by promoting banking products to new clients.

Analyzed and processed customer records for financial knowledge of transactions.

Trained 50+ customers on digital banking tools, boosting platform adoption and discovering financial needs.

Helps customers use new tools like mobile apps, online banking, and ATMs to make banking quicker and easier.

Delivered weekly performance insights to the branch manager, helping refine sales strategies and team targets.

Chattha Hospital Medicine Assistant Lahore, PK 05/2019 – 06/2021

Complex workflow execution.

Customer-facing problem solving.

Fast learning of new systems and focus on skills section aligned with healthcare operations.

Prepare operational rigor and documentation of healthcare operations.

LazoLogix Team Lead Lahore, PK 01/2018 – 03/2019

Led a team of 25 members, ensuring optimal utilization of resources and skills.

Facilitated team meetings and coached members on financial decision-making

EDUCATION

Master of Business Analytics Adelphi University, NY 01/2022 – 05/2023

CERTIFICATIONS

Securities Industry Essentials (SIE) FINRA 2025

Unidos in Finance Certification Latin American Association (LAA) 2024

Life Insurance License Global Financial Impact 2024

Contact this candidate