Farhana Begum
Dhaka
Summary
Seeking a challenging position that leverages operational expertise to drive organizational success. Proven ability to utilize innovative skills and experiences to enhance productivity and efficiency. Committed to delivering excellence in all responsibilities and contributing positively to team objectives.
Overview
13
13
years of professional experience
Work History
Senior Officer Wealth Management
IDLC Finance PLC
Dilkusha Branch, DR Tower, 65/2/2 Bir Protik Gazi Golam Dastagir Road, Purana Paltan, Dhaka-1000, Bangladesh
03.2022 - Current
- Assisted in identifying and onboarding individual and corporate clients to achieve monthly and annual deposit collection targets.
- Supported management of a dedicated customer portfolio to ensure high deposit renewal rates and reduce fund outflow.
- Facilitated cross-selling of company products and assisted in conducting due diligence on clients.
Officer Wealth Management
IDLC Finance PLC
Dilkusha Branch, DR Tower, 65/2/2 Bir Protik Gazi Golam Dastagir Road, Purana Paltan, Dhaka-1000, Bangladesh
03.2021 - 02.2022
- Deposit product mobilisation.
- Identify and onboard new individual and corporate clients to meet monthly, and annual deposit collection targets.
- Manage and grow a dedicated portfolio of customers, ensuring a high rate of deposit renewals, and minimising fund outflow.
- Identify opportunities to introduce other IDLC services, such as brokerage or asset management, to existing deposit clients.
- Conducting outdoor sales calls and attending client meetings to pitch investment solutions.
Assistant Officer Wealth Management
IDLC Finance PLC
Dilkusha Branch, DR Tower, 65/2/2 Bir Protik Gazi Golam Dastagir Road, Purana Paltan, Dhaka-1000, Bangladesh
09.2017 - 02.2021
- Assisted in mobilisation of wealth management products.
- Identified and supported onboarding of new individual and corporate clients to achieve monthly and annual deposit goals.
- Managed a portfolio of customers, ensuring high rates of deposit renewals and minimising fund outflows.
- Conducted outdoor sales calls and attended client meetings to present investment solutions.
Junior Officer Wealth Management
IDLC Finance PLC
Dilkusha Branch, DR Tower, 65/2/2 Bir Protik Gazi Golam Dastagir Road, Purana Paltan, Dhaka-1000, Bangladesh
09.2016 - 08.2017
- Supported identification of opportunities to introduce additional IDLC services, including brokerage and asset management, to existing deposit clients.
- Assisted in the mobilisation of fresh fund volumes on a monthly and quarterly basis.
- Facilitated the opening of new accounts and monitored retention rates of maturing deposits.
- Ensured compliance with documentation standards to maintain high compliance scores.
Trainee Officer Liability & Wealth Management
IDLC Finance PLC
Dilkusha Branch, DR Tower, 65/2/2 Bir Protik Gazi Golam Dastagir Road, Purana Paltan, Dhaka-1000, Bangladesh
01.2015 - 08.2016
- Liability and wealth management mobilisation.
Assistant Customer Relationship Executive
IDLC Finance PLC
Dilkusha Branch, DR Tower, 65/2/2 Bir Protik Gazi Golam Dastagir Road, Purana Paltan, Dhaka-1000, Bangladesh
06.2013 - 12.2014
- Mobilised liability and wealth management products to enhance client portfolio offerings.
Education
Master of Business Studies - MBS
National University
Dhaka City College, Dhaka, Bangladesh01-2011
Bachelor of Business Studies - BBS
National University
Lalmatia Mahila College, Dhaka, Bangladesh01-2010
Higher Secondary Certificate - HSC
Zia Sarkarkhana College
Ashuganj, Brahmanbaria01-2006
Secondary School Certificate. - SSC
Zia Sarkarkhana College
Ashuganj, Brahmanbaria01-2004
Skills
Training:
- Workshop on Sales Skills Development, dated 2012
- Professional salesmanship of the 21st century, dated 2012
- Basic banking operations dated 2015
- Effective communications dated 2014
Additional Information
- Father's Name: Md Rafiqul Islam Mridha
- Mother's Name: Mst Momotaz Begum
- Date of Birth: 17th July 1987
- Gender: Female
- Marital status: Married
- Nationality: Bangladeshi
- Religion: Islam
- Blood Group: AB+
References
- Md Moshihur Rahman
Regional In-Charge Key Account Management
BSRM Group of Companies
Cell:+880-1755545918 , Email:moshihur.rahman@bsrm.com
- Moinul Islam
Head of Software Development & Implementation
Synesis IT
Cell: +880-1721889007 , Email:moinul.islam@synesisit.com.bd
Languages
English
Upper Intermediate
B2
Bangla
Advanced
C1
Timeline
Senior Officer Wealth Management
IDLC Finance PLC
03.2022 - Current
Officer Wealth Management
IDLC Finance PLC
03.2021 - 02.2022
Assistant Officer Wealth Management
IDLC Finance PLC
09.2017 - 02.2021
Junior Officer Wealth Management
IDLC Finance PLC
09.2016 - 08.2017
Trainee Officer Liability & Wealth Management
IDLC Finance PLC
01.2015 - 08.2016
Assistant Customer Relationship Executive
IDLC Finance PLC
06.2013 - 12.2014
Master of Business Studies - MBS
National University
Bachelor of Business Studies - BBS
National University
Higher Secondary Certificate - HSC
Zia Sarkarkhana College
Secondary School Certificate. - SSC
Zia Sarkarkhana College