Shahriyar Wasif
Relationship Manager Business Banking @BMO
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WORK HISTORY
Relationship Manager Business Banking @BMO
Toronto, ON, CA
Origination and Client Coverage for Business Banking clients across all industries, specializing in extending Working Capital lines, Commercial Mortgages (Investor and Owner), Term loans for equipment & Cash flow loans. •Understands customer needs and offers financial solutions (Lending, Cash Management, Purchasing solutions, Treasury solutions & retail products) that meet customer goals and act as a strategic fit. •Conduct relationship activities that generate sales opportunities and increase client value. •Gave credit support, recommendations & wherever applicable gave alternative options when analyzing credit applications for decisions in line with Bank policies and procedures •Providing technical expertise for proactive credit analysis, structuring, pricing, and overall transaction assessment with the assigned portfolio •Acted as first point of contact for account management, credit analysis, and risk assessments matters. •Responsible to develop and maintain long-term, profitable relationships and expands organization’s wallet share within the assigned portfolio. •Identify risks and take appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. •Maintain and execute a business plan, including relationship management strategies, to achieve customer retention for robust portfolio management. •Provide advice and support with a focus on unique and complex credit transactions. •Independently examine credit transactions and related reporting for adherence of transactional policies. •Develop risk profiles, credit structuring of lending proposals, and complete credit investigations.
EDUCATION
Institute of Administrative Sciences, University of the Punjab, Lahore - Pakistan
Bachelor of Business Administration (BBA), Business Administration and Management, General
Aitchison College
Computer science, Mathematics and Computer Science
Lahore School of Economics
Master of Business Administration (MBA), Marketing/Marketing Management, General, 3.4
ABOUT SHAHRIYAR WASIF
PROFILE Results-Driven Relationship Manager | Building Long-Term Client Relationships | Delivering Tailored Financial Solutions With over 15 years of progressive experience in client relationship management, credit risk analysis, and sales lead generation within the Wholesale Banking Sector, I am a results-driven Relationship Manager known for providing exceptional financial solutions and fostering lasting client partnerships. My deep understanding of commercial banking needs, coupled with a proven track record of helping clients achieve their financial goals, positions me as a trusted advisor in the industry. As a Business Banking Relationship Manager at BMO, I specialize in understanding the unique needs of businesses and delivering tailored financial solutions that drive their success. Working closely with my clients, I conduct thorough assessments of their financial requirements, analyze cash flow dynamics, and develop strategies to optimize their financial performance. Leveraging my expertise in commercial lending, treasury management, and credit solutions, I guide businesses through various financial challenges, helping them identify growth opportunities and navigate market fluctuations. Building strong relationships is at the core of my approach. I take pride in being proactive, maintaining open lines of communication, and providing exceptional customer service. By acting as a trusted advisor and understanding my clients\' evolving needs, I cultivate a loyal client base and consistently achieve high client satisfaction ratings. My keen eye for market trends and business opportunities allows me to stay ahead of industry developments and provide valuable insights to my clients. This enables me to recommend innovative financial solutions that keep them competitive in today\'s dynamic business landscape. Collaboration is instrumental to my success. I work closely with internal partners, including credit underwriters and treasury management specialists, to deliver comprehensive solutions to my clients. From managing complex financial structures to guiding clients through the lending process, I ensure a seamless and efficient experience. If you are a business owner seeking a trusted financial partner or are interested in exploring collaboration opportunities and discussing business banking solutions, I invite you to connect with me. Let\'s explore how we can work together to achieve your financial goals and propel your business forward.
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