Looking for a job

Daniyaal Mustafa

@daniyaalmustafa

I'm a relationship manager and business developer who has spent years working closely with clients across wealth management and digital sales.

Canada

Message

What I'm looking for

Looking for a role in strategy, business growth or product development where the thinking matters as much as the results. I work well remotely and in fast moving environments, and I am most energised when I am close to real decisions and helping build something better.

I come from a sales and relationship management background, but what's always driven me is the thinking behind the numbers. Why a strategy works, where a product falls short and how a business can grow differently.

Most recently as a Wealth Manager, I've been hitting 40M PKR a month against a 20M target, working with mass affluent and HNW clients across mutual funds and capital market instruments. Before that, I managed HNW relationships across wealth, credit, and bancassurance, and in an inside sales role I was generating $30K+ per quarter against an $18K target. I also led service changes that moved customer retention from 60% to 71%.

But the part of those roles I've always gravitated toward is the strategic side. How do we position this better? What does the client actually need that we're not offering yet? How do we build something that scales?

That's the kind of work I want to do more of, in strategy, business growth, or product development, ideally somewhere that values someone who understands clients and commercial reality as much as frameworks and decks.

Experience

Work history, roles, and key accomplishments

Current

Wealth Manager

Current

JS Investments Limited

Dec 2025 - Present (6 months)

Achieved 40M PKR per month and exceeded monthly sales targets by 20M PKR while managing and growing diversified client portfolios across mutual funds, discretionary portfolios, and capital market instruments. Conducted financial needs analysis and portfolio reviews and drove AUM growth through proactive acquisition and cross-selling.

Wealth Management Investment Advisory Portfolio Management Needs Analysis Mutual Funds Discretionary Portfolios AUM Growth Client Acquisition Cross Selling

Premier Relationship Manager

BankAlfalah Limited

Jul 2025 - Dec 2025 (5 months)

Managed high net worth client relationships across wealth, credit, and bancassurance, exceeding targets including 3M PKR current account deposits, 6M PKR wealth management, and 600K PKR across bancassurance and credit products. Drove portfolio growth through advisory and cross-selling while maintaining high compliance and service standards.

Client Relationship Management Wealth Management Bancassurance Sales Credit Products Cross Selling Compliance

Inside Sales & Strategy Rep

X-Via Teleperformance

Oct 2024 - May 2025 (7 months)

Exceeded KPIs with $30K+ revenue per quarter against a $18K target by building SMB sales pipelines using Salesforce and Demandbase. Consulted clients on digital advertising strategies, used CRM analytics to optimize campaigns, and improved conversions through upselling.

SMB Sales Lead Generation Salesforce DemandBase CRM Analytics Digital Advertising Sales Outbound Sales Sales Pipeline Revenue Growth Campaign Optimization

Customer Service Shift Lead

High Tide Inc.

Aug 2022 - Oct 2024 (2 years 2 months)

Delivered top sales performance with $48K–$60K monthly sales and was promoted to Shift Lead within two months. Led sales teams, handled escalated customer concerns, and improved customer retention to 71% from 60%.

Customer Service Sales Performance Team Leadership Escalation Management Customer Retention Customer Experience Management Customer Support Sales Processes

Business Development Intern

Emerging Strategy

May 2022 - Aug 2022 (3 months)

Performed market segmentation and competitive analysis, improving CRM accuracy and follow-up efficiency. Generated and qualified 40+ leads monthly using HubSpot while supporting remote business development activities.

Business Development Market Segmentation Competitive Analysis HubSpot Lead Qualification Outbound Prospecting Remote Collaboration