1. SYED TAUSEEF ALI
Contact Nos.: 0504853416/E-Mail: tauseef88ali@yahoo.co.in
JOB OBJECTIVE
Seeking Middle level assignments in Services with a leading organization of repute in Banking / Financial Services
industry
PROFILE SUMMARY
 A competent professional with 9.5 years of experience in:
Wealth Management Investment Banking Portfolio Management
Sales & Marketing Business Development Branch Banking
Customer Relationship Management Liaison & Coordination Team Management
 Currently associated with, Dubai Mahreq bank as Sales and Service Officer Retail Banking.
 Proficient in exploring & developing new markets, organizing promotional programs, accelerating growth and
achieving desired sales goals
 Expertise in handling day-to-day activities in co-ordination with internal/external departments for smooth business
operations
 Demonstrated skills in customer relationship management with in-depth understanding of related formalities as well
as transaction processing
 Hands-on experience in handling customer service operations for rendering & achieving quality services, providing first
line customer support by answering queries & resolving their issues
 An effective communicator with honed interpersonal, analytical, problem solving, leadership and motivational skills
CORE COMPETENCIES
Portfolio Management
 Monitoring clients’ portfolio performance, conducting profitability analysis, rendering sustained advisory services for
securing high ROI and increasing retention levels
 Analyzing risk appetite of an individual for providing them apt investment solutions, ensuring that solutions provided
match the risk profile
Wealth Management
 Providing individuals/ HNI clients with financial services with a view to protect and transfer their wealth
 Understanding client’s financial requirements, designing & creating structured notes, developing the Investment
Policy Statement for evaluating risk return profile, constraints and investment horizon
Business Development
 Identifying prospective business, establishing strategic partnership and alliances, generating business from the
existing accounts and achieving profitability and increased sales growth
 Exploring potential business avenues to penetrate new accounts, HNI’s and expand existing clientele; responsible for
mobilization of funds
Relationship Management
 Building & maintaining healthy business relations with customer, enhancing customer satisfaction matrices by
achieving delivery & service quality norms
 Monitoring the SLA’s, KPI’s for the process, identifying improvement areas and implementing adequate measures to
maximize customer satisfaction level
KNOWLEDGE PURVIEW
Supply Chain Management
 Sustaining the existing network & managing the supply chain for the items and ensuring timely distribution of the
merchandise. Experience in best practice green supply chain with innovation.
 Holds the distinction of implementing Supply Chain Procedures, Supply Chain Quality Manual, VMI Implementation,
and ISO Certification & Audits & QHSE. Always encouraging showcasing innovation in supply chain to my seniors.
Process Improvement
 Identifying scope for planning, implementing & monitoring technological changes to enhance productivity & making
modifications in equipments, process flow, working practices, consumables, etc.
 Efficiently set quality standards for operational areas, ensuring a high-quality customer experience adhering to SLAs
for their services.

2. ORGANIZATIONAL EXPERIENCE
Since August 2014 Mashreq bank as Sales and Service officer Retail Banking.
Key Result Areas:
 Selling banking multi products, maximizing accounts profitability through cross selling company's other products
such as personal loans, credit cards, Salama Takaful, liability accounts ,identifying business opportunities by
listing new companies. Handling customer queries and providing feedback. In all opening Pay roll accounts in
Corporate, Salary Accounts, Sales & Marketing Banking Products, Developing relations with Customers.
 Dealing to clients Asian, European and Middle East
 Well known defects of the competition to inform our prospects on how we do business better.
 Adaptable and self-motivated in a fast moving environment, excellent communication skills.
 Used of myself as a problem solver and solution provider rather than a salesperson.
 Dealt with customer service issues. Managed client relations to promote long-term relationships.
 Responsible for implementing best customer service practices to improve sales channels and minimize customer
complaints.
 Responsible for preparation of weekly and monthly sales reports.
August 13 to July 14 Noor Bank as Relationship Officer Investment Branch Channel
Key Result Areas:
 Carrying out activities related to Stock Market Investment products.
 Deal in Takaful Products (Noor Takaful and Salama products)
 Handling Team of 4 Branches SSO and motivate them to do the takaful products.
 Identifying cross selling opportunities by building relationships and handling HNI clients portfolio
May’12 to July 2013 RAKBank, Dubai as Relationship Officer – Wealth Management
Key Result Areas:
 Carrying out activities related to Stock Market Investment products
 Assessing & recommending changes in existing system
 Handling & resolving escalated customer issues promptly and effectively
 Coordinating cross-business integration and cooperative working schedules
 Identifying cross selling opportunities by building relationships and handling HNI clients portfolio
 Ensuring high level of customer satisfaction by proving quality products & services
Highlights:
 Steered efforts in initiating strategies to meet customer needs and demands
 Efficiently designed & executed development plan / program for relationship banking within the department
 Outstanding Performance in 2012 award by Zurich
Jun’07 – March ’12 ICICI Bank Ltd. (Prudential), Bhopal (M.P)
Growth Path / Deputation:
Jun’07 – May 08 Unit Manager (grade1 officer)
June 08 – May 09 Agency manager (grade 2 officer)
June 09 –May 10 Senior Agency Manager (grade 3)
June 10– March 12 Assistant Associate Business Manager (Equal to Area manager) (grade 4)
Key Result Areas:
 Interacted with Bank, Agency & Managers of bank for generating business in the assigned territories
 Involved in performance appraisals of administrative staff
 Analyzed existing policies & procedures and enhanced them as per the requirement
 Trained, planned & monitored existing program & staff
 Carried out major promotional campaigns of various products for achieving higher sales volume
 Headed & supervised a team of 42 Managers & Advisors in bank for promoting company’s products
Highlights:
 Holds the merit of winning ‘Champion of Champions 2010’Award as a top performer in Madhya Pradesh & Chhattisgarh
 Recognized as:
o Top Performer in FOS Category in 2010
o Best Performer in HOS Award of the company in 2007, 2008,2009 & 2010
o Key Player of Bhopal (MP) Branch India in 2011

3.  Conferred with The Best Performer Award in Sales Olympiad held at Khajurao in 2008
 Received heavy incentive and promotion every year for accomplishing goal sheet within the specified timeframe
 Successfully implemented new communication methods (Through Mobile Branch in Rural areas)
Jan’06 – May’07 India Info Line Securities Pvt. Ltd., Mumbai (India) as Senior Relationship Manager
Key Result Areas:
 Optimised the quality of portfolios and minimised risks by carrying out equity research
 Carried out the promotional campaigns for various products of the company
 Looked after the customer satisfaction by giving equal attention to every investor and understanding their investment
needs / requirements
 Informed the investors about the stock market trends by giving presentations
Highlight:
 Played a stellar role in implementing minimum input maximum output (win-win strategy) for promoting the business
PREVIOUS EXPERIENCE
Oct’02 – Aug’04 Karvy Stock Broking Ltd., Bhopal (M.P) as Administrative Assistant
ACADEMIC DETAILS
2006 Post Graduate Diploma in Business Management (Services/Marketing) from Indira School of
Management Studies, Pune, University.
2003 B.Com. (Taxation) from Takshila College, Bhopal, Bhopal University
INTERNSHIPS
Organisation: Standard Chartered Bank, Bhopal (MP)
Project: Competitive Analysis of Personal Loan (Salaried Category)
Duration: 2 months
Description:
 Project dealt with:
o Customer preferences while selecting a particular bank for availing personal loans
o Documentation process & different credit criteria of companies
o Credit policy norms of companies in the approved list (with categorization)
Organisation: Ecole Solitaire, Pune
Project: Business Etiquettes
Duration: 1 month
Key Learning: Learnt about the success skills in Corporate World, Business Etiquettes & Personality Grooming
CERTIFCATIONS
 Certification in Supply Chain Management from Nadia Institute, UAE, Dubai
 NCFM Certificate in Capital Market in 2009
PERSONAL DETAILS
Date of Birth: 2nd April 1980
Present Address: Flat No. 1201, Ahalam Building Al Nahda, Sharjah, UAE
Permanent Address: S/o Dr. Syed Masood Ali, T-2 Fiza Palace, Near Safia College, Gate No. 2, Kohe–Fiza,
Bhopal – 462001,Madhya Pradesh, India
Languages Known: English, Hindi, Urdu and Arabic
Location Preference: UAE / Saudi Arabia/Canada.
Driving Licence Yes (UAE)