Muddasir Ahmed Shaikh

Over 6 years of experience in Investment advisory services; serving since 2006. Provided advisory services to a diversified clientele comprised of HNIs, corporate and retirement funds of government/private sector entities, including multinational companies of repute. Performed duties including:  Identification of potential clients through various contacts and general financial analysis;  Conducting in-depth reviews of clients' financial circumstances, current provision and future aims;  Analyzing risk clients’ profile;  Analyzing information and preparing plans best suited to individual clients' requirements;  Researching the marketplace and providing clients with information on new and existing products and services;  Overseeing the preparations of proposals for potential investment advisory clients and communication with the clients till successful signing of agreement/ contracts  Designing financial strategies;  Presentation of strategies to potential and approved clients;  Monitor proper implementation of strategies;  Assisting clients to make informed decisions;  Reviewing and responding to clients changing needs and financial circumstances;  Being the single point of contact for advisory service clients to deal with all portfolio related queries;