Adeel Khowaja

Adeel Khowaja Banker, Investment adviser and Blogger Seven star residency garden east, Karachi, Pakistan. -, -Career Objective & Summary: To become the part of the team that welcomes smile, encourage entrepreneurship, appreciate efforts, promotes innovation and make one believe to reach the sky. With overall eight years of diversified experience my role as sales person and adviser has been recognized and appreciated. I still continue to look for learning opportunities and certifications that help me to further strengthen my skills and advisory career. Professional Experience Experience as a Banker (Continued) 1. Sr. Relationship manager-retail liability @ The first microfinance bank (Feb 2020- present). Experience as a financial planner/ Investment adviser. (4 years and 3 months) 1- Group sales manager @ Mcb-Arif Habib savings and Investments. (June 2018 to April 2019) 11 months 2- Group sales manager @ Ubl Funds. (March 2018 to June 2018) 4 months 3- Sr. Wealth Adviser @Ubl Funds. (march 2017 to feb 2018) 1 Year 4- Wealth Adviser @ Ubl Funds. (Feb 2016 to Feb 2017) 1 Year and 1 month 5- Sales Representative @ Efu Life Assurance (March 2015 to Jan 2016). 11 months Tasks included but not limited to, Create value addition in retail and corporate clientele. Increase portfolio to a satisfactory level for quarter end review. Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets. setting financial objectives, and developing and implementing strategies for achieving the financial objectives Reach out potential prospects informing about available products and services. Responsible for team building, mentoring and business development. Prepare presentations and arrange seminars for increasing awareness about investment products in capital market. Recommending and arranging insurance cover for clients. Provide training on ethical standards to ensure compliance Experience as an individual Entrepreneur. (4 years) 1. Co-Owner @Al Ameer Poultry traders. ( Feb 2011 to Feb 2015) Joined a family owned business which is broiler poultry farming, expended in regional areas of province. Activities involved growing a day old chick to a maximum of 7 week weighted 2.0 or more KG and sell them for urban consumption. Process of farming involved feeding, medicating and vaccinating at different intervals. Education and Certifications 1. Investment foundation certificate (Certificate No. 18866) CFA-Institute (on 6th Feb 2019) 2. Certified mutual fund distributor (domestic certification) Institute of financial markets Pakistan (27th Nov 2016) 3. Bachelor’s in business administration (4 year degree program) Iqra University (jan 2007-jan 2011) 4. Intermediate /11th & 12th grade (two years) D.A Degree college for men (2003 - 2005) 5. Matriculation/Secondary Schooling 10th grade New Gulshan-e-fatima secondary school -) Additional information, Achievements, Skills and Honorary work 1. National identity and NTN No. -. Marital status : Married, No. of dependants: Three 3. Date of birth :-, Religion : Islam 4. Being a father of a cerebral palsy son, I work honorary for a disabled welfare trust to raise money and help them to strive for quality life. 5. Community volunteer for specific duties inside ismaili jamatkhana premises 6. Promoted to sr. wealth adviser in 2017 and to group sales manager in 2018 based on annual performance evaluation. 7. Passed an investment foundation exam in one go and claimed a badge from CFA-Institute. 8. Awarded as player of tournament in hard ball cricket corporate league T20 held at Aga Khan Gymkhana Karachi. 9. Possess exceptional skills in Ms Office, SPSS and CRM. 10. Proven skills for customer retention customer loyalty.