ALI ASGAR

District Manager

DESTINY IT SERVICES PVT LTD

Patna

01.2022 - 02.2024

Regularly communicated updates regarding changes in corporate policies or procedures down through store level employees.
Developed and implemented district-wide sales strategies to increase revenue and market share.
Conducted regular store visits to ensure compliance with company policies, standards, and regulations.
Developed and implemented financial plans for customers to help them reach their short-term and long-term goals.
Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
Analyzed customer's financial situations to determine the best options for meeting their needs.
Conducted regular reviews with clients to discuss progress towards achieving their objectives.
Managed client portfolios by monitoring performance and making recommendations based on market conditions and individual circumstances.
Organized seminars to educate customers on topics such as budgeting, retirement planning and debt management.
Collaborated with other departments within the bank to provide quality service to clients.
Handled customer inquiries in a timely manner while providing accurate information about banking services and products.
Assisted customers in opening new accounts or transferring existing accounts from other institutions.
Responded promptly to customer complaints by resolving issues efficiently and effectively.
Maintained current knowledge of industry trends, regulations and standards related to banking services.
Prepared reports detailing customer activity, portfolio performance and risk management strategies.
Reviewed credit applications for accuracy before submitting them for approval.
Generated sales leads through networking activities such as attending events or contacting potential customers.
Built relationships with customers by providing excellent customer service.
Researched competitors' offerings to develop strategies for increasing market share.
Participated in training sessions to stay up-to-date on changes in banking policies and procedures.
Adhered to all internal controls established by the bank's compliance department.
Performed administrative duties such as filing paperwork, entering data into systems and preparing documents for meetings.
Provided support during audits conducted by regulatory bodies such as FINRA or FDIC.
Ensured that all transactions were compliant with relevant laws, regulations and ethical standards.
Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
Developed and deepened relationships with new and existing clients to advance progress and improve business.
Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
Promoted business to increase customer base and grow revenue.
Developed and expanded financial planning relationships with customers through loyal and dedicated service.
Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
Consulted with clients to assess and meet short- and long-term financial goal.
Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
Provided ethical, objective and holistic financial planning advice to clients.
Increased assets under management by offering investment and insurance solutions to clients.
Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Analyzed wills, insurance policies and corporate contracts for potential financial risks and opportunities for improvement.
Facilitated client meetings with comprehensive investment strategy planning.
Addressed non-compliance issues by requesting additional information from client and updating remediation records.
Grew assets under management through referrals and new business opportunities.
Evaluated earnings performance to provide clients with in-depth ratings.
Advised on investment portfolios with 401k, pension and tax-sheltered annuity products.
Provided recommendations for education funding, estate planning and insurance gap analysis.
Assisted clients with planning for and funding retirements using mutual funds and other strategies.
Advised customers on financial investment options and capital expenditures.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Created and updated financial reports on frequent basis to present information to leadership teams.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Managed relationships with tax authorities, bankers and auditors.
Coordinated preparation of external audit materials and external financial reporting.
Conducted reviews and evaluations for cost-reduction opportunities.
Analyzed actual financial results to budget, preparing variance reporting to functional groups.
Analyzed competitors and market trends to facilitate business growth.
Developed invoicing systems and internal controls to boost billing efficiencies.
Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
Created financial management mechanisms to minimize financial risk to business.
Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
Developed or analyzed information to assess current or future financial status of firms.
Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
Recommended new financial and accounting software packages. replacing various non-integrated offerings.
Communicated with stockholders or other investors to provide information or raise capital.
Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
Used hedging to mitigate financial risks related to interest rates on company's borrowings.

Overview

Work History

District Manager

Banking Advisor

Education

High School Diploma -

Languages

Timeline

District Manager

Banking Advisor

High School Diploma -

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