Daniyaal Mustafa
@daniyaalmustafa
I’m a client-focused wealth manager and business development professional who drives revenue growth.
PakistanWhat I'm looking for
I’m a client-focused Relationship Manager and Business Development professional with experience across wealth management, fintech-adjacent services, and digital sales. I consistently operate in remote, KPI-driven environments while building high-trust client relationships and driving measurable results.
As a Wealth Manager, I consistently achieve a 40M PKR per month target (vs 20M PKR) by managing diversified client portfolios across mutual funds, discretionary portfolios, and capital market instruments. I conduct financial needs analysis and portfolio reviews for mass affluent and high net worth clients, while driving AUM growth through proactive acquisition and cross-selling.
In prior roles, I managed high net worth relationships across wealth, credit, and bancassurance—exceeding targets and maintaining high compliance and service standards. I also bring inside-sales experience with $30K+ revenue per quarter (vs $18K) using Salesforce and Demandbase, plus customer-service leadership that improved retention to 71% from 60%.
Experience
Work history, roles, and key accomplishments
Wealth Manager
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.
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.
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.
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%.
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.
Education
Degrees, certifications, and relevant coursework
Toronto Metropolitan University
Bachelor of Commerce, Business Management (Entrepreneurship & Innovation)
2021 - 2024
Completed a Bachelor of Commerce with a major in Business Management and a concentration in Entrepreneurship & Innovation.
George Brown College
Advanced Diploma, Business Administration
2018 - 2021
Completed an Advanced Diploma with a major in Business Administration.
Tech stack
Software and tools used professionally
Availability
Location
PakistanAuthorized to work in
Job categories
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