Shazia Punjwani
Professional Consultant
Passionate learner with over 18+ of experience in financial services, business development, client relationship and leadership. Recently completed Full Stack Web Development course learning Frontend, Backend and REACT applications. Plus during COVID, received Project & Risk Management Certification. Looking to enhance my career horizon by using my varied expertise in the Technology and FinTech industries.
Bank of America Merrill Lynch
Western Carolina University
Professional Background
Current status
-
Profession
Sales Advisor
Fields
Finance・Banking
Work experience
More than 15 years (10-15 years relevant)
Management
I've had experience in managing 15+ people
Skills
Microsoft WordPowerPointExcelCRMSalesforceCOBEOutlookhtml + css + javascriptSQL ServerReact.jsWebex meetingZoom Meeting
Languages
English・Fluent
Hindi・Native or Bilingual
Urdu・Intermediate
Highest level of education
-
Job search preferences
Desired job type
Full time・Remote Only
Desired positions
-
Desired work locations
-
Freelance
Non-freelancer
Work Experience
Officer, Licensed Wealth Private Banker
September 2020 - Present2 yrs10 mos
Strong Partnership with 9 Financial Planner teams.Weekly conference with stakeholders and advisors to address client relationship opportunities, other financial needs and share updates and success. Daily follow-up and follow thru with different tasks via emails and Salesforce application with updated notes and tasks. Microsoft Outlook, Excel, Powerpoint etc. are used to manage meetings, client presentations, reports, etc. Analysis on Clients Sales Solutions and Performance Reports. Trained several other teammates during onboarding and participated to present new tools and systems to entire market and FA teams. *YTD 2022: 97.8% in ALL goal matrix.Vice President, Premier Banker
July 2014 - August 20206 yrs2 mos
2014--Top 10 Rookie Bankers in the entire SunTrust Premiere footprint. Grow client relationships in our mass affluent segment by offer consultative services in daily money management, cashflow analysis, leveraging borrowing power, offering specialty lending products and comprehensive financial planning. YTD 2018: Deposit 102% (Net Growth $7.82M); Loans 94% ($5.6M); $23.8M (Added: Net Asset under Management) - YTD 2017: Deposit 123%; Loans 103%; $4.8M (AUM) - YTD 2016: Deposit 202%; Loans 183%; $2.3M (AUM)Registered Personal Banker IV
August 2010 - June 20143 yrs11 mos
Platinum Performance Award Winner for being the #1 Banker in SE region in 2013. - 2013: Sales/Referral was over 225% New Assets: (2013): $2.3M & in (2014): $1.2M - This success was achieved by deeply profiling & truly understanding clients' needs & asking about their total assets and earning their total relationship. - Providing top notch customer service which ultimately establishes trust and long term relationships; ask for referrals. - Analyze personal financial statements, credit policies; assess risk factors to make sound credit recommendations and decisions.
Hotel Renovation Project Manager
January 2007 - May 20103 yrs5 mos
Headed a $1.4M hotel renovation project. Met with hotel owners and major stakeholders to address business objectives and project time line, budget, brand standards, stakeholders' expectations and hotel operations during the hotel renovations. Ensured accuracy and approvals of all the invoices; coordinated project schedules within a lean budget. - Worked with sub-contractors and other vendors including managing the pre-construction, construction, zoning/planning, city approvals, etc. Established an open, inclusive work environment which promotes teamwork, facilitating information flow between the clientele, construction, operations, and sub-contractors. Continuous focus on managing and tracking project plan based on requirements. Logged action items, manage deadlines, risks & issues. Weekly emails to all stakeholders with progress updates including any changes and concerns. Monitored ongoing event progress, time management and efficiency was pivotal to complete projects and assigned tasks including financial statements, budget reviews and audits and final summary reports.Program Manager & Audit Associate
Community Grants and Review Board
July 2005 - September 20061 yr3 mos
Reviewed and managed designed programs to ensure organization's mission and goals. Established fundraising and outreach events; identified potential donors and coordinated planning strategies including schedules, creating grant proposals, budgeting, staffing and volunteers. Monitored ongoing event progress and reporting to my leaders. Actively develops technical skills on the job and through formal training. Teamwork, time management and efficiency was pivotal to complete projects and assigned tasks including financial statements, budget reviews and audits and final summary reports.
Education
Western Carolina University
Master of Business Administration (MBA)・Business Management and Entrepreneurship
2002 - 2004
