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Faizan Siddiqui: UBL Fund Managers Profile

Faizan Siddiqui is applying for a position and has over 10 years of experience in banking and finance. He currently works as a Manager at UBL Fund Managers Ltd, where he helps customers solve investment issues. In previous roles he exceeded targets and won awards. He has strong communication, organization, and teamwork skills.

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Faizan Siddiqui
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0% found this document useful (0 votes)
49 views4 pages

Faizan Siddiqui: UBL Fund Managers Profile

Faizan Siddiqui is applying for a position and has over 10 years of experience in banking and finance. He currently works as a Manager at UBL Fund Managers Ltd, where he helps customers solve investment issues. In previous roles he exceeded targets and won awards. He has strong communication, organization, and teamwork skills.

Uploaded by

Faizan Siddiqui
Copyright
© © All Rights Reserved
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Faizan I.

Siddiqui
Flat # A-1, Anjum Complex
Block-2, P.E.C.H.S,
Karachi
 : (+92)345-2115001
Email: faizansiddiqi@[Link]

Dear Hiring Manager,

I am a dynamic and friendly professional with over 10 years’ experience in the banking & finance industry and am
passionate about providing outstanding performance.

In my current role as Regional Manager at UBL Fund Managers Ltd I help to solve customer’s investment issues of
me & my team by providing information and advice about their options. I make a point of listening carefully to
every customer, repeating their requirements back to them and then outlining clearly the products and services
which are applicable to them, guiding them to the option which will best satisfy their needs.

In my previous role as Area Manager, I outperformed & twice won competition & was rewarded with foreign trips
for executing effective strategies & generating maximum revenue for the organization.

Working effectively as a member of a team is important to me, in my previous positions I worked as an integral part
of a team which, together, worked towards common goals and targets. As a ‘people person’, I thrive on this sort of
interaction and enjoy being able to help others. I also enjoy coaching new team members.

In addition I have excellent communication skills. I always maintain a mature, gracious and professional manner
when communicating with people, even when difficulties arise. On a more general level, I believe I bring the broad
"soft" skills you can have confidence in with a candidate that will represent the Company & your customers. I trust
you would find me to be well-spoken, energetic, confident, and personable, the type of person on whom your
customers will rely.

I greatly appreciate you for taking the time to review my enclosed resume. I hope that you'll find my job
experiences, Skills, interests, and character intriguing enough to warrant a face-to-face meeting.

I look forward to hearing from you as soon as possible to arrange time for an interview.

Sincerely,

Faizan Iqbal Siddiqui


Faizan I. Siddiqui
Contact Information
Residence Address: Flat # A-1Anjum Complex, P.E.C.H.S. Block-2, Karachi Pakistan
Office Address: UBL Fund Manager, 8th Floor, Executive Tower, Dolmen City Building, Block 4, Clifton, Karachi, Pakistan.
Email:fsiddiqui@[Link] , faizansiddiqi@[Link].
Mobile # (+92)345-2115001, Office # (+92)21-35297798

Objective
A position that seeks an ambitious and career conscious person, where Acquired skills and education will
be utilized toward continued growth and advancement.

Strength Include
 Team player
 Outstanding people skills
 Teaching/training
 High energy level
 Loves the challenge
 Exceptional organizer
 Leader expertise

Professional Experience
UBL Fund Managers Ltd. working since April 2008
 Currently working as Manager in Corporate & Institutional Investment. Since 1st January 2015
 Worked as Regional Manager in Retail & Institutional Investments Dept.
 Worked as Area Manager of DHA-Investment Centre.
 Worked as Wealth Manager at Head office, Karachi.
 Worked as Senior Wealth Advisor in Retail Business Unit.
 Worked as Investment Advisor in Retail Business Unit.

Duties & Responsibilities


Investment Centre

Customer Service, Operations & Team Management includes,


 Advise clients on financial plans utilizing knowledge of investment strategies, insurance, and consumer
products. Duties include assessing clients' assets, liabilities, cash flow, and financial objectives to establish
investment strategies
 Answer questions regarding status of various accounts and attend to problems or complaints from
customers in person, on the telephone, by written correspondence or even by visiting clients.
 Explain policies, regulations and rate structures
 Complete a variety of forms and prepare account summaries and reports.
 Involved in Operations like Daily Checking of Inward / Outward Clearing Batch, and as being the
Custodian of the investment Centre.
 Other tasks like administrative matters.
 Managing operations, Risk & Financial Analysis, MIS generation & presentation, Reconciliation & reporting
 Dealing with corporate client, business development management, providing and meeting customer needs
and ensuring end to end customer solution.
 Performance/status reporting, Event coordination and management meetings support - customers, work-
teams, vendors, etc.
 Team management / take DSR from every individual of the team, analyze their performance on weekly /
monthly basis & present the report to regional head.
First National Equities Ltd.
 Worked as a Customer Relation Officer in the operations department, from Jan’07 to Jan’08.

Duties & Responsibilities


 To ensure quality of data produced
 Perform special tasks assigned by Manager
 Research and update on Stock Market updates

Achievements
 Won a foreign trip competition for highest number of sales in the month of June ’08.
 Won a foreign trip competition for highest number of sales in the month of March ’09.
 Being a part of winning team for a sales competition in March ’09 (Operation Code 007).
 Appreciation letter for the month of May ’09, for increasing the sales net of the company.
 Appreciation letter for the month of May ’09 for (UPPP-II), for increasing the sales net of the company.
 Appreciation letter for the month of June ’09, for increasing the sales net of the company.
 Appreciation letter for the month of July ’09, for increasing the sales net of the company.
 Appreciation letter for the month of August ’09, for increasing the sales net of the company.
 Appreciation letter for the month of December ’09, for increasing the sales net of the company.
 Award of Top Performance in-terms of AUM (Asset Under Management) for the year of 2009. Closing the
year with AUM of Rs. 253 Million.
 Award of Top Performance in-terms of Customer Base for the year of 2009.
 Award of Top Performance in-terms of Profitability for the year of 2009.
 Yearly Performance Award, in recognition of valuable contribution & accomplishment of the yearly sales
target in 2009.
 Award of Top Performance in-terms of AUM (Asset Under Management) for the half year of 2011 (Jan-
June), Closing the half year with AUM of Rs. 294 Million.
 Award of Top Performance in-terms of Profitability for the half year of 2011 (Jan-June).
 Award of Top Performance in-terms of Profitability for the half year of 2012 (Jan-June).

Skills
 Excellent communication skills in English & Urdu (both written and spoken)
 Strong organization skills to multitask and meet tight deadlines and ability to prioritize work
 High standard of professionalism, A positive, “can do” attitude
 Team player, whilst also being able to work independently & Negotiation skills
 Excellent and thorough understanding of MS Office (Word, Excel, Outlook, PowerPoint)
 Proven financial background with an understanding of the banks procedures. Project planning and
management - the ability to keep the product development process moving forward.
 Strong problem solving skills - the ability to process disparate pieces of information, make effective
decisions with limited information, and simplify complex processes. Enthusiasm and accountability for
close liaison with management & executives. Flexibility to multitask and change strategic direction when
business needs change. Ability to achieve end deliverables with attention to detail.
 Ensure that the assigned targets are being achieved.
 Aimed at developing awareness of the sector and strategic capability through the evaluation of the impact
of external events on a company, the analysis of significant variables for the development of the firm.
Honors & Majors
 Certified Mutual Fund Distributor
 Training on Engro Rupiya Certificate
 Training on Dawood Takaful Insurance
 Investment Advisory

ACADEMIC QUALIFICATION
 MA (Economics) Karachi University 2010 to Date
 MBA (Marketing) Kasbit University 2009 to Date
 [Link] Government National College 2007 to 2009
 Intermediate D.H.A College 2004 to 2006
 Matriculation Beacon house School System 2000 to 2002

Interests and activities


 Reviewing Global Financial Information via Internet
 Listening Music and playing musical instruments
 Reading Religious books, magazines and novels
 Tutoring
 Cricket

Personal Information
Marital Status: Married National ID card No: 42201-4298958-5 Date of Birth: 8th August 1988
Nationality: Pakistani

REFERENCES

 Reference will be provided if required

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