Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Hi, I’m

Mohammad T Alam

Media,PA

Summary

Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele. Ready for challenges and focused on meeting future demands.

Overview

7
years of professional experience

Work History

JPMorgan Chase

AVP, Private Client Banker
01.2023 - Current

Job overview

  • Helped VPs add value and growth to annual sales volume.
  • Distinguished best, average and potential referral partners to build up strong pipeline.
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Presented financial plans to clients based on analysis of financial status and goals.
  • Kept client financial plans optimized for current market trends and economic conditions.
  • Worked with borrowing clients to procure updated financial information on ongoing basis.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Implemented strategies to increase customer retention, enabling investment growth.
  • Identified opportunities to improve business process flows and productivity
  • Demonstrated proficient leadership skills to motivate employees and build competent teams

JPMorgan Chase

Officer, Licensed Relationship Banker II
01.2021 - 01.2023

Job overview

  • Worked with clients to address and respond to client and partnership management issues.
  • Cultivated and strengthened relationships with new and exiting clients and educated clients on account services and capabilities.
  • worked and maintained poise, presence and professionalism with FA's and their affluent clients.
  • Continually boosted branch production and revenue 100% by consistently meeting all monthly and quarterly sales goals.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Noor Pharma LLC

Operations Project Manager
10.2015 - 01.2021

Job overview

  • Identified plans and resources required to meet project goals and objectives.
  • Developed and initiated projects, managed costs, and monitored performance.
  • Achieved project deadlines by coordinating with contractors to manage performance.
  • Orchestrated projects within strict timeframes and budget constraints by solving complex problems and working closely with senior leaders.
  • Modified and directed project plans to meet organizational needs.
  • Oversaw high profile projects for by planning, designing, and scheduling phases.
  • Drove team success through shared vision and recognition of quality performance.
  • Provided accurate, detailed quantity take-offs from project drawings and technical specifications.
  • Updated operational methods, oversaw accounting procedures, tracked information and compiled data to improve efficiency.
  • Reduced expenditures by effectively negotiating vendor and service contracts to drive savings.
  • Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
  • Tracked project and team member performance closely to quickly intervene in mistakes or delays.

Education

Brooklyn College
Brooklyn, NY

Master of Science - MS from Business/Managerial Economics, Global Business and Finance
05.2015

Cardiff Metropolitan University
Cardiff,UK

Bachelor of Arts - BA from Business Management Studies
02.2013

Skills

  • Financial services
  • Banking
  • Loans
  • Creative Solutions
  • Strategy Planning
  • Customer Relationship Management
  • Budget development
  • Trend analysis expertise
  • Stock market understanding
  • Google Workspace
  • Microsoft Office
  • Data Analytics
  • Credit Risk Analysis
  • Regulatory Requirements
  • Accurate Recordkeeping
  • Auditing

Additional Information

  • Customer Obsession Award - JPMorgan Chase

Certification

  • SIE: Securities Industry Essentials - FINRA
  • FINRA Series 63- Uniform Securities Agent state Law - FINRA
  • FINRA Series 6 : Investment Co. and Variable Contracts Products -FINRA
  • Certified Scrum Product Owner® (CSPO®) - Scrum Alliance 1548492

Timeline

AVP, Private Client Banker

JPMorgan Chase
01.2023 - Current

Officer, Licensed Relationship Banker II

JPMorgan Chase
01.2021 - 01.2023

Operations Project Manager

Noor Pharma LLC
10.2015 - 01.2021

Brooklyn College

Master of Science - MS from Business/Managerial Economics, Global Business and Finance

Cardiff Metropolitan University

Bachelor of Arts - BA from Business Management Studies

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Mohammad T Alam