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About Imran Farooq

  • Academic Level Master’s Degree
  • Industry OtherBanking / Services
  • Area of Expertise / Field Marketing & SalesFinanceAccounts
  • Experience 12 15 Years
  • Age 38 - 42 Years
  • Gender Male
  • Father Name Sheikh Muhammad Farooq
  • City Rawalpindi
  • Presently in Pakistan Yes
  • Served any FF / Govt / Related Organization after Retirement Yes
  • Only For Ex-ServiceMan

Description

▪ Analyze and evaluate the proper needs of customer by providing best financial solution ▪ Keep abreast of market competitor for their policies and offers ▪ Ensure to maintain accuracy and truthfulness according to bank code of conducts while processing loans , cards and accounts ▪ Formulate sales plan to achieve the maximum output in term of revenue ▪ Adhere to bank guidelines in compliance and risk policies in order to deliver the best suitable results ▪ Account opening, issuing checque book and Atm card with getting the manager checque acknowledgement

Education

Experience

  • 2018 - Present
    IGI-LIFE Insurance- Islamabad, Pakistan

    Manager Financial Services

    • Formulate sale plan to achieve desired results. • Make hiring and educate them properly. • Identify potential clients and pitch them about plans. • Make market analysis and place our products accordingly. • Educate team about selling plans according to SECP rules and regulations.

  • 2016 - 2017
    CBI Bank , Dubai-UAE

    Relationship Officer

    ▪ Analyze and evaluate the proper needs of customer by providing best financial solution. ▪ Keep abreast of market competitor for their policies and offers. ▪ Ensure to maintain accuracy and truthfulness according to bank code of conducts while processing loans , cards and accounts. ▪ Formulate sales plan to achieve the maximum output in term of revenue. ▪ Adhere to bank guidelines in compliance and risk policies in order to deliver the best suitable results. ▪ Account opening, issuing checque book and Atm card with getting the manager checque acknowledgement.

  • 2015 - 2016
    Noor Bank, Dubai-UAE

    Relationship Officer

    ▪ To cross-sell personal finance products to specific target market. ▪ Maximize sales target by acquiring references from existing and prospective clients. ▪ Ensuring “Know Your Customer” strategy as per banks procedures and guidelines. ▪ Verification of potential customers’ credentials to meet the criteria outlined by bank. ▪ Pursue “Performance Targets” according to Performance Assessment plan. ▪ Awareness of all policies and procedures issued in relation to Sharia principles.

  • 2013 - 2014
    Emirates Islamic Bank, Dubai – UAE

    Relationship Officer

    ▪ Sales targets achievement. ▪ Identify & pursue new potential clients. ▪ Make cold-calls to a selected pool of people. ▪ Keeping an eye on current Market trends. ▪ Identification and analysis of client’s needs to provide the best-possible service. ▪ Cross-selling a number of bank products suited to the client’s requirements. ▪ Proactive and professional correspondence regarding customer’s queries & questions.

  • 2008 - 2012
    MCB Bank Ltd. Islamabad – Pakistan

    Personal Banking Advisor

    ▪ Soliciting fresh customers utilizing Bank’s sale process, policy and strategy. ▪ Meeting assigned sales targets. ▪ Engaged in highest level of customer service & responsiveness to Commercial Banking Customers. ▪ Liaison with current and prospective clients to provide banking advice, educate them on the bank’s services and products which may meet their specific banking needs. ▪ Strict adherence to KYC/AML, Account Opening Policy / Procedure / SBP Policies / Circulars / Foreign Exchange Manual. ▪ Actively managed a Portfolio of Rs. 400 Million. ▪ Preparation of daily & monthly reports pertaining to Liabilities. ▪ Worked as a backup from time to time for Operations department.

  • 2007 - 2007
    MCB Bank Ltd. Islamabad – Pakistan

    General Banking Advisor

    ▪ Issuance of Pay Orders & Demand Drafts. ▪ Proactive Claims Settlements. ▪ Clearance of Demand Drafts and Pay Orders. ▪ Issuance of Cheque Books. ▪ Issuance of ATM Cards.

  • 2006 - 2007
    Standard Chartered Bank Islamabad – Pakistan

    Operation Control Officer

    ▪ Daily preparation of OCO. ▪ Preparation of WHT report. ▪ Responsible for handling all Customer queries & complaints. ▪ Preparation of 10th, 20th and 30th reports. ▪ Preparation of Balance Book for Cash.

  • 2004 - 2006
    Union Bank Limited Islamabad – Pakistan

    Customer Service Officer

    ▪ Deposit and Withdrawal of Cash (Local and Foreign Currency). ▪ Transfer of Funds. ▪ Receipts of Cheque for Clearing. ▪ Issuance of Pay Order, Demand Draft and Telegraphic Transfer. ▪ Preparation of Balance Book for Cash. ▪ ATM Balancing.

Honors & awards

Skills