ADNAN AHMED

• Financial Recordkeeping: Keeping accurate records of all financial transactions. This includes monitoring accounts payable and receivable, processing invoices, and ensuring that payments are made on time.
• Budgeting and Forecasting: Assisting in the preparation of budgets and financial forecasts. They track actual spending against budgets to identify discrepancies and provide insights into financial performance.
• Reconciliation: Reconciliation of financial records, including bank statements, to ensure the company's financial data is accurate. This may involve checking ledgers, accounts, and invoices to resolve any discrepancies.
• Reporting: Preparing regular financial reports such as income statements, balance sheets, and cash flow statements. These reports help senior management in decision-making and strategic planning.
• Internal Controls: Monitoring internal controls to prevent fraud or errors in financial transactions. This could also involve ensuring compliance with accounting standards and company policies.
• Payroll: processing payroll, ensuring employees are paid correctly, and tax deductions are made.
• Liaison with Other Departments: They often work closely with other departments (e.g., procurement, HR) to ensure financial records align with operational activities.
• Previous Experiences:
• Customer Services & Operation Manager at United Bank Ltd.
• General Banking Officer at Mobilink Bank Ltd.
• Operation Officer at NRSP Islamic Bank Ltd.
• Maintained up-to-date knowledge on accounting software for efficiency enhancement in work procedures.

Lead and manage the operations team and customer service team within the assigned branch/cluster.

Ensure all customer service interactions meet UBL service quality benchmarks and standards.

Supervise the processing of financial and non-financial branch transactions, including cash vault, ATM operations, teller operations, clearing/remittance, etc.

Drive resolution of customer inquiries and complaints in a timely manner; ensure customer experience is positive and seamless.

Monitor key service metrics (e.g., Branch Score Card, CS Score Card) and ensure targets are met for service and operations.

Ensure operational controls, internal policies, regulatory and audit requirements are met (KYC/AML, SBP rules, and internal control environment).

Coordinate with other business units (sales, risk, compliance, product) to ensure seamless service delivery to customers.

Manage branch/cluster expense control, budget monitoring, staffing & scheduling for operations and customer service teams.

Conduct training, mentoring and performance reviews of team members to build capabilities and drive service & operational excellence.

Recommend & implement process improvements to optimize customer service throughput and operational efficiency.

Prepared detailed reports for providing insights into company finances.

• Updated customers on new services and products, promoting brand awareness.
• Managed customer accounts for enhancing financial management.
• Facilitated cross-selling of various banking products to enhance business growth.
• Ensured compliance with regulatory standards, maintaining operational integrity.