Fasahat Naqvi
Birmingham,West Midlands
Summary
Dynamic professional with expertise in portfolio management, business development, and financial analysis. Demonstrates proficiency in KYC expertise, ensuring compliance and risk mitigation. Committed to leveraging skills to drive business growth.
Overview
27
27
years of professional experience
16
16
years of post-secondary education
1
1
Certification
Work history
Corporate Account Manager
Barclays
Birmingham, West Midlands
03.2024 - 05.2025
- Managed a portfolio of 70 mid corporate clients (typical turnover between £6.5M to £20M).
- Facilitated sales growth by identifying upselling and cross-selling opportunities within existing accounts.
- Provided expert advice on product portfolio to guide client decision-making process.
- Devised effective strategies in line with individual account goals.
- Secured new business opportunities by presenting compelling pitches to potential clients.
Business Development Manager
Barclays
05.2021 - 03.2024
- Working to source and on-board new businesses which have a turnover between £400k to £10M.
- Cross sale and upselling of products including lending, Barclaycard, Market Finance and Nimbla.
- Fostered client relationships, leading to increased brand loyalty.
- Secured new business opportunities by cultivating strong relationships with potential clients.
- Managed key accounts, ensuring high levels of customer satisfaction.
- Networking and building relationships across the West Midlands area with accountants and finance brokers.
- Working with internal colleagues to identify opportunities and make referrals.
Business Manager
Barclays
01.2010 - 05.2021
- Working in a fast paced demanding sales environment in which consistently exceeding targets.
- Continually learning and upgrading knowledge on all new products and services when introduced on a regular basis understanding how they work and benefit our target market.
- Remaining up to date with new financial industry regulations and on all issues that affect our customer base in the wider business community.
- Consistently performed high amongst peers using key personal strengths and operational business experience.
- Have consistently achieved acquisition goals for Barclays.
- Carrying out regular reviews with clients, making sure their needs are being met.
- Have consistently achieved lending goals. £1M annual goal.
- Portfolio managed 200 business clients.
Operations Manager
Gemstone Financial Management
04.2008 - 12.2009
- Company Overview: Gemstone is a private financial solutions company offering specialised advice to individuals in debt through offering its full bespoke suite of products and services.
- Promoted to this position within 6 months of joining and introduced many operational changes e.g. one to one coaching with all Sales Advisors and held regular reviews in planning for improving results.
- Responsible for the team consistently achieving own targets by implementing manageable strategies with regular reviews.
- People managed 3 teams comprising of 30 staff in sales, administration & servicing teams delivered introductory and ongoing training also dealt with daily activity of all operational matters.
- Engaged and negotiated successfully with Brokers and financial institutions on behalf of customers.
- Gemstone is a private financial solutions company offering specialised advice to individuals in debt through offering its full bespoke suite of products and services.
New Business Adviser
Gemstone Financial Management
04.2008 - 10.2008
- Advising customers on personal debt matters by showing real empathy and offering realistic and workable solutions.
- Referred and coordinated with specialist introducers for re mortgages and personal loans where appropriate.
- Outbound sales calls from leads supplied by introducers and customer referrals.
- Exceeded sales targets on debt management lump sum negotiations IVA and bankruptcy solutions.
Mortgage Underwriter
Bristol and West
04.2004 - 04.2008
- Mortgage underwriting mandate £500000 residential and £1.5 Million– buy to let.
- Underwrite both self-certification, buy to let & Prime mortgage cases.
- Deputised for Team Manager.
- Worked in both the packaged and unpackaged mortgage arena.
- Regular visits to mortgage brokers offering presentations on new products and training.
- Secondment for 18 months as an on-site Mortgage Underwriter at Mortgage Times (largest mortgage network in UK). Commuting from Birmingham three days a week to London.
Mortgage Underwriter
Global Home Loans (Barclays Group)
01.2002 - 04.2004
- Mortgage underwriting mandate of £250000.
- Dealing with all aspects of mortgage processing up to completion.
Customer Service Officer
Platform Home Loans Ltd
07.2001 - 12.2001
Customer Service Officer
NatWest Mortgage Services
06.1998 - 07.2001
Education
BA (Hons) - International Tourism and Business Studies
University of central Lancashire
01.1995 - 01.1998
HND - Business & Finance
Birmingham College of Food, Tourism and Creative Studies
09.1990 - 06.1993
Btec National Diploma - Business & Finance
Bournville College of Further Education
09.1990 - 06.1993
Btec First Diploma - Business & Finance
Bournville College of Further Education
01.1991 - 01.1993
6 GCSE's - Maths, English, Physics, Chemistry, Geography, and Computer Studies
Park View School
01.1984 - 01.1989
Skills
Portfolio Management
Business Development
Financial Analysis
KYC Expertise
Affiliations
- Have a keen interest in reading and following cricket
Certification
CEMAP - 1,2 and 3
LIBF Certificate in Business Banking and Conduct
Languages
English
Native
Urdu
Native
Punjabi
Native
References
References available upon request.
Timeline
Corporate Account Manager
Barclays
03.2024 - 05.2025
Business Development Manager
Barclays
05.2021 - 03.2024
Business Manager
Barclays
01.2010 - 05.2021
Operations Manager
Gemstone Financial Management
04.2008 - 12.2009
New Business Adviser
Gemstone Financial Management
04.2008 - 10.2008
Mortgage Underwriter
Bristol and West
04.2004 - 04.2008
Mortgage Underwriter
Global Home Loans (Barclays Group)
01.2002 - 04.2004
Customer Service Officer
Platform Home Loans Ltd
07.2001 - 12.2001
Customer Service Officer
NatWest Mortgage Services
06.1998 - 07.2001
BA (Hons) - International Tourism and Business Studies
University of central Lancashire
01.1995 - 01.1998
Btec First Diploma - Business & Finance
Bournville College of Further Education
01.1991 - 01.1993
HND - Business & Finance
Birmingham College of Food, Tourism and Creative Studies
09.1990 - 06.1993
Btec National Diploma - Business & Finance
Bournville College of Further Education
09.1990 - 06.1993
6 GCSE's - Maths, English, Physics, Chemistry, Geography, and Computer Studies
Park View School
01.1984 - 01.1989
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