07/30/2026 updated
100 % available
Executive Distributor & Portfolio Management Specialist (IF-CFA)
lahore, Pakistan
Only remote
Bachelor of Arts, University of the Punjab, LahoreAbout me
I do work as Portfolio Manager from last 14 years and expertise in Banking, Mutual Fund, Forex & Commodities Trading and Insurance Sector.
Application Portfolio ManagementProfilingEquity IssuanceExchange-Traded FundMoney ManagementMutual FundPortfolio ManagementCapital Management
Portfolio Management
Management of portfolios for corporate and individual high-profile clients across various sectors including Banks, Mutual Funds, PSX, Life Health Insurance, and PMEX.
Negotiation Skills
Strong negotiation capabilities applied in client relationship management, key account handling, and business development activities.
Key Account Management
Establishment and maintenance of long-term customer relationships, new client profiling including schedules and deliverables, and providing support and problem solving.
Portfolio Optimization
Analysis and optimization of investment portfolios to maximize returns and manage risk for clients.
Financial Analysis
Analysis of financial information to produce forecasts of market and economic conditions for use in making investment decisions.
Investment Advisory
Provision of investment advice including portfolio management analysis of shares and funds for individual and corporate clients.
Market Research & Trading
Evaluation and comparison of the relative quality of various reports, interpretation of data affecting investment decisions such as price, stability, future trends in investment risks, and economic influences.
Mutual Fund Distribution
Certified Mutual Fund Distributor with expertise in distributing and advising on mutual fund products and services.
Management of portfolios for corporate and individual high-profile clients across various sectors including Banks, Mutual Funds, PSX, Life Health Insurance, and PMEX.
Negotiation Skills
Strong negotiation capabilities applied in client relationship management, key account handling, and business development activities.
Key Account Management
Establishment and maintenance of long-term customer relationships, new client profiling including schedules and deliverables, and providing support and problem solving.
Portfolio Optimization
Analysis and optimization of investment portfolios to maximize returns and manage risk for clients.
Financial Analysis
Analysis of financial information to produce forecasts of market and economic conditions for use in making investment decisions.
Investment Advisory
Provision of investment advice including portfolio management analysis of shares and funds for individual and corporate clients.
Market Research & Trading
Evaluation and comparison of the relative quality of various reports, interpretation of data affecting investment decisions such as price, stability, future trends in investment risks, and economic influences.
Mutual Fund Distribution
Certified Mutual Fund Distributor with expertise in distributing and advising on mutual fund products and services.
Experience
Professional experience10+ years
Freelancer since2014
Languages
EnglishFluent
Project history
Manage Portfolio of Corporate and Individual Clients, High Profile Clients in Different Sectors including Banks, Mutual Fund, PSX, Life Health Insurance and PMEX.
Diagnosed financial health of clients, managed new client profiling including schedules and deliverables, established and maintained customer long-term relationships, assisted in the growth of NBP FUNDS product and services business, provided support and problem solving, and supplied best practices advice.
Analyzed financial information to produce forecasts of market and economic conditions for investment decisions, evaluated and compared the relative quality of various reports, interpreted data affecting investment decisions, and prepared plans of action for investment based on financial analysis.