Muhammad Faisal Khan
Loan Officer ME / Investment Associate
Islamabad
Summary
Results-driven Loan Officer and Investment Associate with a proven track record of securing capital and providing strategic investment guidance. Passionate about empowering clients to achieve financial aspirations through customized solutions and expert advice. Committed to fostering enduring, trust-based relationships that enhance client satisfaction and drive long-term success. Expertise in navigating complex financial landscapes ensures clients receive the highest level of service and support.
Overview
8
8
years of professional experience
1
1
Certification
4
4
Languages
Work History
Relationship Officer (OG-3) – Consumer Finance
Faysal Bank
02.2025 - Current
- Drive and manage sales strategy and customer acquisition for secured and unsecured consumer finance products (Credit Cards, Auto Finance, Home Finance, Islamic Personal Finance).
- Build and maintain strong relationships with key stakeholders such as Auto Dealers, Real Estate Agencies, and Housing Societies to generate business opportunities and referrals.
- Manage a portfolio of clients, ensuring high levels of customer satisfaction, cross-selling opportunities, and portfolio growth.
- Meet assigned KPIs/targets for sales volumes, cross-sell, and NTB (New-to-Bank) acquisitions.
- Conduct regular client visits to identify new opportunities, provide financial advisory, and ensure customer awareness of full product offerings.
- Ensure compliance with bank policies, regulatory requirements, and customer service quality standards.
- Monitor portfolio performance, ensuring growth through client retention and new acquisitions.
Loan Office (MSME)
Khushhali Microfinance Bank Ltd
12.2018 - 07.2023
- Drove business growth by evaluating loan needs for MSME/small business clients, managing loan processes, collecting client feedback, and promoting KMBL products through competitor analysis.
- Ensured high service quality by cultivating strong client relationships, addressed inquiries promptly, and proactively met internal service standards to prevent complaints.
- Effectively managed loan portfolios by ensuring on-time MSME loan repayments, conducted client follow-ups, and adhered to KMBL policies and Prudential Regulations for compliance.
- Achievements/Tasks
Investment Associate
Al Ameen Funds
08.2017 - 04.2018
- Company Overview: A subsidiary of UBL Funds Manager
- Identified tailored investment opportunities, generated leads, and maintained strong client relationships.
- Scheduled meetings, ensured compliance, and met service standards while tracking fund performance.
- Studied Prudential regulations to maintain complete compliance with Al Ameen funds policies.
- Achievements/Tasks
Education
Bachelor of Business Administration (hons) -
Gomal University
01.2016
D.Com - undefined
Government College Of Commerce and Management Sciences
01.2012
Skills
- Financial Analysis
- Loan Origination
- Investment Advisory
Certification
Computer Automation Course
Interests
Reading, Sports, Music
Timeline
Relationship Officer (OG-3) – Consumer Finance
Faysal Bank
02.2025 - Current
Loan Office (MSME)
Khushhali Microfinance Bank Ltd
12.2018 - 07.2023
Investment Associate
Al Ameen Funds
08.2017 - 04.2018
D.Com - undefined
Government College Of Commerce and Management Sciences
Bachelor of Business Administration (hons) -
Gomal University