Aiman Shaikh
Orchid Metropolis, F-1003, Nehrunagar, Kurla(E), Mumbai
Summary
I am a committed finance professional with a strong background in investment management, trading, and client engagement. Proficient in evaluating financial trends, providing strategic investment advice, and building lasting client relationships, I approach challenges with adaptability and a focus on achieving measurable results.
With certifications in Bloomberg Market Concepts, equity derivatives, and mutual funds, I bring a solid technical foundation and a client-centric mindset. Currently pursuing the Certified Financial Planner (CFP), I am enthusiastic about roles that foster sustainable growth and contribute to organizational success.
Open to diverse opportunities, I am driven to expand my skill set and create value for both the organization and my professional development.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Consultant
GD SHAH & ASSOCIATES
Mumbai
11.2022 - 01.2025
- Cultivated and sustained long-term client relationships by understanding individual financial goals, risk profiles, and investment preferences.
- Promoted the firm’s expertise in investment management to attract new clients, and expand the customer base.
- Served as the primary liaison for client inquiries, concerns, and feedback, ensuring a responsive and client-focused experience.
- Identified and recommended appropriate investment opportunities across asset classes, including equities, fixed income, mutual funds, and alternative investments.
- Delivered regular portfolio performance updates and market insights to keep clients informed and engaged.
- Educated clients on diverse investment products and associated risks to support informed decision-making.
Self Employed
Mumbai
06.2020 - 10.2022
- Trading in Stocks, Forex, Derivatives & Cryptocurrencies.
- Trading on behalf of clients via stockbroking franchise.
- Managed a gaming and café business as a side venture.
Associate Manager (Equity Dealing)
INDIABULLS VENTURES LTD
Mumbai
08.2019 - 05.2020
- Delivered tailored investment and savings solutions through stocks and mutual funds by assessing customer needs and financial objectives.
- Executed trades in stocks, forex, derivatives, and commodities on behalf of clients, ensuring timely and accurate transactions.
- Actively monitored for fraudulent activity to safeguard client interests, and maintain trust.
- Promoted a wide range of financial products and services to both existing and prospective clients, using available sales and marketing tools.
- Supported clients with daily trading activities, and provided prompt resolutions to inquiries and concerns.
- Facilitated account openings and educated clients on various products and services offered.
- Maintained high standards of customer service by aligning with client expectations and ensuring satisfaction.
- Organized and led monthly team-building events to enhance team morale and collaboration.
Business Development Manager
AVIGHNA TRADES
Mumbai
07.2018 - 07.2019
- Generated revenue by facilitating brokerage transactions and supporting client trading activities.
- Acquired new clients and guided them through onboarding and trading processes to ensure a smooth experience.
- Ensured timely activation of client accounts while coordinating efficiently with internal departments.
- Collected client feedback to assess service quality and ensure compliance with industry standards.
- Conducted client meetings and engaged with potential business partners to drive growth and expand the network.
- Maintained strong client relationships by delivering timely market updates and investment insights via phone and email.
Relationship Manager
IIFL SECURITIES LTD.
Thane
06.2017 - 12.2017
- Acquired new clients and provided end-to-end assistance with trading activities and platform usage.
- Promoted and sold trading, mutual fund, and commodity accounts to drive business growth.
- Guided clients through the onboarding process, ensuring accurate completion of documentation and compliance requirements.
- Leveraged existing client relationships to generate referrals and expand the prospect network through proactive outreach and networking efforts.
Education
Post Graduate Diploma - Banking
INSTITUTE OF FINANCE, BANKING & INSURANCE
Mumbai01.2018
Bachelors - Accounting & Finance
UNIVERSITY OF MUMBAI
Mumbai01.2017
Diploma - Computerised Industrial Accounting
BHARTIYA VIDYAPEETH UNIVERSITY
01.2017
High School -
ROTARY HIGH SCHOOL
Mumbai01.2014
School -
INTERNATIONAL INDIAN SCHOOL
Al Jubayl, Saudi Arabia01.2012
Skills
- Relationship building
- Strategic planning
- Adaptability and flexibility
- Client support
- Knowledge of AI tools
- Communication and presentation skills
- Staff training and motivation
- Fundamental and technical analysis
- Trading platforms (Bloomberg Terminal, MetaTrader, and ODIN)
- Trading and risk management
- Risk assessment
- Complaint handling
- Critical thinking
- Leadership
Personal Information
- Date of Birth: 25/12/1996
- Nationality: Indian (Bahrain golden residency)
- Place of Birth: Saudi Arabia
Certification
- Bloomberg Market Concepts
- International English Language Test (IELTS)
- National Institute of Securities market Series VIII (EQUITY DERIVATIVES)
- National Institute of Securities market Series V (MUTUAL FUNDS)
- IRDAI Certified Insurance Advisor
Hobbies and Interests
- Traveling
- Cooking
- Hiking and outdoor activities
- Networking events and conferences
- Economical and geopolitical news
- Financial literacy programs
Timeline
Client Consultant
GD SHAH & ASSOCIATES
11.2022 - 01.2025
Self Employed
06.2020 - 10.2022
Associate Manager (Equity Dealing)
INDIABULLS VENTURES LTD
08.2019 - 05.2020
Business Development Manager
AVIGHNA TRADES
07.2018 - 07.2019
Relationship Manager
IIFL SECURITIES LTD.
06.2017 - 12.2017
Post Graduate Diploma - Banking
INSTITUTE OF FINANCE, BANKING & INSURANCE
Bachelors - Accounting & Finance
UNIVERSITY OF MUMBAI
Diploma - Computerised Industrial Accounting
BHARTIYA VIDYAPEETH UNIVERSITY
High School -
ROTARY HIGH SCHOOL
School -
INTERNATIONAL INDIAN SCHOOL
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