Personal Information
Organization / Workplace
Pakistan Pakistan
Occupation
Senior Investment Advisor at Al Meezan Investment Management Limited
About
Client dealing and managing their portfolios.
Meeting with individuals and business owners to discuss the challenges, obstacles, and potential roadblocks that might get in the way of their financial and lifestyle goals.
Conducting in-depth fact finding and analysis designed to identify potential areas of concern and then suggesting possible solutions.
Developing and maintaining expert knowledge of the products and carriers available through Karachi Stock Exchange.
Coaching and mentoring younger advisors.
Assisting with recruiting of new advisors.
Working with our team of support specialists to ensure that we provide clients with the best possible planning options.
Exhibiting the high...
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