Mohsin Khan Dip Fa Ce Map Ce Rer Ma MBA
About Mohsin Khan Dip Fa Ce Map Ce Rer Ma MBA
Mohsin Khan is a Financial Planning Manager with extensive experience in financial services, currently working at Nationwide Building Society since 2012. He holds an MBA from Mohammad Ali Jinnah University and has developed a range of skills in financial advising, asset allocation, and client education.
Work at Nationwide Building Society
Mohsin Khan has been employed at Nationwide Building Society since 2012, serving as a Financial Planning Manager. In this role, he crafts tailored asset allocation strategies by reviewing client portfolios and assessing shifts in objectives or risk profiles. He has previously held positions within the organization, including Customer Representative from 2008 to 2010 and Customer Account Manager from 2010 to 2012. His responsibilities include educating clients on complex financial products through seminars and face-to-face meetings, as well as advising on estate planning solutions for inheritance tax purposes. Additionally, he has developed pilot projects for future products and regulated policies in collaboration with senior management.
Education and Expertise
Mohsin Khan holds an MBA in Business, Management, Marketing, and Related Support Services from Mohammad Ali Jinnah University, which he completed from 2004 to 2006. He furthered his education at the University of Westminster, earning an MA in International Business & Management from 2007 to 2008. His qualifications include several certifications from The London Institute of Banking & Finance, such as CeMAP in Mortgage Advice & Practice, CeRER in Equity Release and Later Life Wealth Planning, and a Diploma for Financial Advisers, achieving RDR Level 4 Qualified. This extensive education underpins his expertise in financial planning and management.
Background
Prior to his current role, Mohsin Khan gained experience in various financial positions. He worked at Technetix as an Accounts Assistant for four months in 2006, and at United Bank Limited as an Assistant to the Foreign Exchange VP for five months in 2005. His career at Nationwide Building Society began with a position as a Customer Representative, where he served for two years before advancing to Customer Account Manager and eventually to Financial Planning Manager. His diverse background in finance has contributed to his comprehensive understanding of the industry.
Achievements
Throughout his career, Mohsin Khan has demonstrated a commitment to professional development and client education. He has coached and mentored customer account managers to enhance business development success. His ability to develop pilot projects for future products and regulated policies at Nationwide Building Society showcases his initiative and forward-thinking approach. Additionally, he actively educates clients on complex financial products, ensuring they are well-informed about their financial decisions.