Ayesha Abdulsattar
Kalyan
Summary
Financial market expert with a proven track record in building strong client relationships and providing customized investment strategies. Known for enhancing client satisfaction through exceptional service and prompt responses. Experienced in supporting capital acquisition by negotiating favorable terms for clients.
Overview
13
13
years of professional experience
Work History
Senior Manager
Royal Financial Services
Kalyan West
01.2022 - Current
- Analysed financial market trends for accurate forecasting and planning.
- Managed a diversified portfolio, optimising positions to navigate market fluctuations effectively.
- Formulated short-term and long-term strategies for team and spearheaded initiatives to realise goals.
- Executed trades in securities and stocks to maximise profitable returns.
- Negotiated terms for loans and stock placements to enhance capital acquisition for clients.
- Ensured compliance of all trading activities with regulatory standards by collaborating closely with compliance officers.
- Advised on negotiations of terms for loans and placement of stocks to raise capital for customers.
- Conducted comprehensive risk assessments on portfolios to inform strategic buy, hold, or sell recommendations for clients.
- Protected client interest by taking necessary actions to obtain most favoured outcomes
- Conducted thorough staff performance evaluations to identify areas for improvement, and monitor progress.
- Optimised portfolio management processes by integrating advanced analytical tools to enhance efficiency and decision-making accuracy.
- Grew and maintained client base to maximise revenue.
- Analysed risk using financial forecasting techniques and expertise of Indian Stock markets.
- Developed and implemented investment strategies tailored to client risk profiles, maximising returns while minimising risk exposure.
- Advised existing and prospective clients on different insurance policies.
- Promoted customer retention through high-quality service and follow through.
- Advised clients on suitable insurance policies, considering their financial situation and risk exposure.
- Responded promptly to client enquiries, resolving issues and maintaining high levels of client satisfaction.
- Informed prospective customers about current market conditions to help guide educated decision making.
- Educated clients on the benefits and risks associated with various mutual funds.
- Analysed market trends and provided tailored investment advice to clients, maximising their portfolio returns.
- Participated in professional development workshops to enhance expertise in mutual fund brokerage.
- Developed and maintained strong relationships with clients, delivering exceptional customer service.
- Investigated clients' financial circumstances to identify investment type.
- Consulted with clients on financial products and services tailored to investment needs.
Digital Banker
HDFC Bank
Andheri, India
01.2018 - 11.2018
- Facilitated team members in achieving target results through effective collaboration and guidance.
- Resolved customer complaints by employing effective communication and problem-solving skills.
- Achieved service time and quality standards through effective team coordination and process management.
- Resolved customer concerns through active listening and effective communication.
- Executed comprehensive analysis of identified problems, proposing effective solutions to enhance operational efficiency.
- Facilitated additional tasks to drive team success.
- Enhanced team performance through strategic training and development initiatives.
- Compiled various written communications, enhancing clarity and professionalism.
Manager
Bajaj Alliance Life Insurance Company
Kalyan, India
01.2017 - 11.2017
- Monitored staff performance and implemented tailored improvement plans.
- Successfully built and maintained long-lasting client relationships through proactive communication and dealing with all matters efficiently.
- Kept client records accurate and up-to-date within CRM systems, enabling clear, accessible communication pathways.
- Maintained exceptional product and market knowledge, providing clients with up-to-date information to maximise new business possibilities.
- Helped teams reach ambitious sales objectives with multi-channel marketing campaigns.
- Coordinated with cross-functional teams to develop tailored solutions that met specific client needs, driving business growth.
- Implemented CRM systems to streamline communication and improve data management for enhanced client service.
Assistant Manager
Elite Trading solution(BSE Market)
South Mumbai Port, India
06.2013 - 11.2016
- Analysed portfolio performance to identify strategic enhancements and mitigate risks.
- Conducted comprehensive market analysis to enhance strategic business planning and investment decisions.
- Facilitated comprehensive training sessions for junior analysts to enhance proficiency in market analysis techniques.
Education
Master Of Commerce - Accounting & Finance
Mumbai University
Mumbai, IN-MH01-2016
Bachelor Of Commerce - Accounting & Finance
Mumbai University
Mumbai, IN-MH01-2013
Skills
- Financial analysis and risk management
- Client relationship management
- Portfolio optimization and market forecasting
- Team leadership and building
- Performance evaluation and strategic planning
- Problem solving and negotiation techniques
- Customer retention and relations
- Staff training and investment strategy
Languages
Marathi
Upper Intermediate
B2
English
Upper Intermediate
B2
Hindi
Upper Intermediate
B2
Timeline
Senior Manager
Royal Financial Services
01.2022 - Current
Digital Banker
HDFC Bank
01.2018 - 11.2018
Manager
Bajaj Alliance Life Insurance Company
01.2017 - 11.2017
Assistant Manager
Elite Trading solution(BSE Market)
06.2013 - 11.2016
Master Of Commerce - Accounting & Finance
Mumbai University
Bachelor Of Commerce - Accounting & Finance
Mumbai University