Obaid Qureshi
Dubai,Dubai
Summary
Accomplished professional with expertise in task coordination and office etiquette, proficient in credit scoring techniques and experienced with Salesforce, CRM systems, offering comprehensive knowledge of mortgage products and underwriting processes. Adept at understanding interest rates and utilising customer relationship systems to drive business development. Committed to leveraging skills for continued growth in the financial sector.
Overview
12
12
years of professional experience
1
1
year of post-secondary education
Work history
Telecommunication Assistant
Selective Manpower Service L.L.C
Dubai
05.2025 - Current
- Support staff members with auditing calls and ensure all the credit card details are provided accurately to customer.
- Provided first-line support for telecom-related issues, resolving over 95% of queries without escalation.
- Managed call queues and ensured agents were connected to the appropriate departments for credit card queries and activations.
- Delivered training and support to new call center staff on using telecom systems for handling credit card applications and inquiries.
Loan Consultant
JP Morgan Chase & Co
Mumbai, India
03.2018 - 03.2025
- Access clients financial situation and creditworthiness.
- Provide Mortgage Options, interest rate terms and repayment plans.
- Assist client in completing mortgage application and gathering required documents.
- Manage and track the mortgage process from application to closure.
- Provide post-sale support, answering any queries and offering refinancing advice when applicable.
Sr. Customer Service Advisor
Transasia Integrate Service
Mumbai, India
05.2015 - 01.2018
- Generated customer invoices and financial statements in a timely manner.
- Maintain organized financial records and documentation.
- Support audits by providing necessary documentation and explanations.
- Maintained financial books, tracked expenses.
Fund accountant
Syntel Sourcing Pvt Ltd.
Mumbai, India
03.2013 - 01.2015
- Monitor and capture corporate action events from multiple sources (custodians, depositories, exchanges, Bloomberg, SWIFT).
- Prepare and send accurate corporate action notifications to clients.
- Capture and process client instructions within event deadlines.
- Follow up with clients on pending instructions or discrepancies.
- Ensure all corporate action events are processed in accordance with market regulations and internal SLAs.
- Mitigate operational risk by maintaining accuracy, meeting deadlines, and following best practices.
Education
Bachelor of Banking and Insurance - Financial Services
Mumbai University
India 03.2011 - 04.2012
Skills
- Task coordination
- Office etiquette
- Multi-Tasking capability
- Customer service focus
- Credit scoring techniques
- Experience with crm systems
- Knowledge of mortgage products
- Mortgage underwriting knowledge
- Interest rate understanding
- Customer relationship systems
- Business development
Languages
English
Fluent
Urdu
Fluent
Arabic
Beginner
Timeline
Telecommunication Assistant
Selective Manpower Service L.L.C
05.2025 - Current
Loan Consultant
JP Morgan Chase & Co
03.2018 - 03.2025
Sr. Customer Service Advisor
Transasia Integrate Service
05.2015 - 01.2018
Fund accountant
Syntel Sourcing Pvt Ltd.
03.2013 - 01.2015
Bachelor of Banking and Insurance - Financial Services
Mumbai University
03.2011 - 04.2012
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