Muhammad umer khan, Investment Banking& Account Representative& Bookkeeping

About

• Achieved sales targets by adopting innovative sales management techniques • Handled the tasks of solving queries and problems of clients and staff. • Mainly responsible for looking after the administration and daily operations of the bank. • Preparation of Proposals and credit Appraisals for granting financial facilities • Implementing the new products, services and processes devised by head office • Understanding customer needs, recommending suitable products and making sales • Representing the bank within the wider community • Achieved sales targets by adopting innovative sales management techniques • Handled the tasks of solving queries and problems of clients and staff. • Mainly responsible for looking after the administration and daily operations of the bank. • Preparation of Proposals and credit Appraisals for granting financial facilities • Implementing the new products, services and processes devised by head office • Understanding customer needs, recommending suitable products and making sales • Representing the bank within the wider community

Experience

SK Financial

May 2022 – Present

Remote

Account Representative

Maintaining records of all account activities on QuickBooks -Reviewing Financial statements for the client and bookkeeping if required -Identify continuous opportunities for growth and improvement in existing accounts -Respond promptly to client queries and complaints to find solutions. -Respond to client’s customers on behalf of client regarding payment queries -Pass on issues and discussion with account manager when needed.

Allied Bank, MCBBank, Soneri Bank

Aug 2007 – Oct 2021

Islamabad

Branch Manager

Education

Comsat Institute of Information Technology

Jan 2005 – Apr 2007

MBA, Finance

Muhammad umer khan

Investment Banking& Account Representative& Bookkeeping

Skills

Languages