HASIB DALWAI

•Prevention within Payment Operations, ensuring adherence to timelines and resolution of exceptions.

•Conducted global client callbacks for validation, fostering strong client relationships and ensuring compliance with international payment practices.

•Identified and implemented process improvements, enhancing operational efficiency.

•Tracked procedural changes and facilitated team awareness and adaptation.

• Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
• Developed financial plans and strategies tailored to clients' individual needs.
• Provided advice on tax-advantaged investment opportunities.
• Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
• Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
• Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.