Muhammad Bilal Afzal
Financial consultant
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Summary of Career
1. Marketing and promotion for local customers of the bank products.
2. Market development for Islamic Banking Network all over Islamabad region.
3. Providing information about to open an account with EMAAN ISLAMIC BANKING, according to Islamic Sharia.
4. Personally meeting with clients to assess their financial situation in order to present a financial plan that includes both short and long term financial goals.
5. According to develop the business prospective, sometimes I conduct seminars to reach out their needs what exactly the customers want.
6. Sometimes contacting with Accounts Opening Service Department if there is a problem in the customers account opening form.
7. Build a customer relation to bring some deposits in the market, if needed.
8. Monitor And Maximize Customer Lifetime Strategies Ensuring Maximum Profitability.
9. Deciding On The CRM Platform Structure And Architecture Ensuring It Works Seamlessly Across The Organization And Captures All Information At Key Points in the Customer Life Cycle.
10. Handling customer complaints and provide solutions.
Experience as Financial consultant
Silk bank limited
15 May 2018
Working as a Financial Consultant at EMAAN ISLAMIC BANKING, (F-11 MARKAZ BRANCH, ISLAMABAD) from 16th May to 31st Aug 2018.
My responsibilities to promote market & enhance the strategy for the new and the existing customers.
Marketing and promotion for local customers of the bank products.
• Market development for Islamic Banking Network all over Islamabad region.
• Providing information about to open an account with EMAAN ISLAMIC BANKING, according to Islamic Sharia.
• Personally meeting with clients to assess their financial situation in order to present a financial plan that includes both short and long term financial goals.
• According to develop the business prospective, sometimes I conduct seminars to reach out their needs what exactly the customers want.
• Sometimes contacting with Accounts Opening Service Department if there is a problem in the customers account opening form.
• Build a customer relation to bring some deposits in the market, if needed.
Experience as Marketing specialist
04 September 2009
22 December 2017
NCB QuickPay™ Marketing and Customer Relationship Officer.
Worked as a Customer Care, Marketing and Promotion Manager at National Commercial Bank IT Branch (Hai Al Baghdadia, Jeddah) in Direct Contact Center from July 18th 2009 till 20th December, 2017.
Marketing and Promotion for NCB QuickPay International Remittance and marketing bank products.
• Market development for QuickPay™ Branch Network all over Saudi Arabia
• Providing information about Quick Pay International Money Remittances system.
• Monitor And Maximize Customer Lifetime Strategies Ensuring Maximum Profitability.
• Deciding On The CRM Platform Structure And Architecture Ensuring It Works Seamlessly Across The Organization And Captures All Information At Key Points in the Customer Life Cycle.
• Registration of International Beneficiaries for Quick Pay Customers.
• Handling customer complaints and provide solutions.
Master 30 June 2008
MBA IT