Muhammad Umar Iftikhar is a Relationship Manager at Standard Chartered Bank in Dubai with over 8 years of experience in banking and wealth management. He manages a portfolio of 80 clients with a total of $18 million in assets under management. Umar has a track record of acquiring new high-net-worth clients and increasing wealth penetration among his clients by 30% annually through his networking skills and database of contacts. He is skilled in relationship building, portfolio management, and cross-selling banking and investment products.

1. UAE Telephone +971 55 619 9077 Email umar_1661@yahoo.com
Muhammad Umar Iftikhar
Relationship Manager
Priority Banking
FORTE INFO
I am a self motivated, go getter,
ambitious and performance driven
individual who operates with minimal
supervision.
I have the skills and capabilities of
acquiring HNW clients and cross selling
banking and wealth management
products. I am an ardent networker who
has a large contact base of HNW clients
and references; I am an expert on global
financial markets, investments and banc
assurance products.
I am a Team Player with well developed
Interpersonal, Relationship Building and
Communication Skills.
My passions are my Work, my Family
and Reading.
PERSONAL
Name Muhammad Umar Iftikhar
Birthday 16th May 1982
Relationship Married
Nationality Pakistan
Languages English, Urdu, Punjabi.
CONTACT
Email umar_1661@yahoo.com
Mobile +971 55 619 9077
EDUCATION
MBA 2008
Preston Institute of Management
Science and Technology. Pakistan
BBA 2006
Preston Institute of Management
Science and Technology. Pakistan
Wealth Management Certification
2016-2017
PORTFOLIO
Priority 80 Clients
CASA Book USD 18 Million
Investments USD 8 Million
CURRENT POSITION
Relationship Manager
Priority Banking 2016-till date
Standard Chartered Bank. Dubai
WORK EXPERIENCE
5 years of investment experience
3 years of banking experience
SKILLS
Wealth Management 
HNWI Acquisition 
Relationship Management 
Cross Sell 
Networking 
Photography 
HOBBIES
Music
Reading
Photography

2. UAE Telephone +971 55 619 9077 Email umar_1661@yahoo.com
Muhammad Umar Iftikhar
Relationship Manager
Priority Banking
WORK EXPERIENCE SALES
SKILLS
Relationship Manager
Standard Chartered Bank, Priority Banking UAE
Managing a Portfolio of 80 Clients with a 8% AUM increase per
Quarter. Increased wealth penetration by 30% in 1 year.
Acquire HNWI customers through own network and
database. Cross sell banking and wealth management
solutions. Single point contact and dedicated account
manager for priority banking customers.
WEALTH PRODUCTS
Banc assurance 
Fixed Income Products 
Mutual Funds 
Leverage 
Structured Products 
BANKING PRODUCTS
CASA 
CC 
Mortgage 
PL 
AL 
SERVICE
SKILLS
Relationship Building 
KYC 
Systems Proficiency 
Complaint Resolution 
Portfolio Management 
MORE
INFO
Wealth Management Certification
2016-2017
Business Development Manager
Standard Chartered Bank, Employee Banking UAE
Development of relationships between Companies and Bank
for their Employee Banking Solutions(EBS). Aquisition of new
High Networth EBS clients. Relationship Building with Key
Conact Persons of Listed Companies. Maitaining, Deepening &
Developing Relations with existing and new Comapanies.
Sourcing all products to existing and new client base.
Agency Manager
Abu Dhabi Commercial Bank
Ensure that the service standards are met and maintained.
Handling portfolio of multi products flow buckets from 2 to 6
(agency routed) (Credit cards, smart loan, personal loan, small
business loan, auto loan). Responsible for monitoring,
negotiating and recovering targeted past dues from defaulting
individual customers without adversely affecting the overall
customer’s relationship with the organisation.
Collection Supervisor
Standard Chartered Bank, Pakistan
Canvassing, Promoting and Marketing Asset products. To
monitor, control and implement strategies for collections,
including Incentive and capacity planning. Planning for less
forward flows and reducing the delinquencies.
2006-
08
2008-
12
2012-
16
2016-