Faisal Ehtesham Firoz
New Delhi
Summary
A result-oriented professional with seven years of experience in wealth management. My expertise lies in crafting tailored investment strategies, managing portfolios, and providing comprehensive wealth management advice. Through a client-centric approach, I strive to understand their unique needs, aspirations, and risk tolerance, enabling me to deliver personalized solutions that align with their long-term objectives. Strong finance professional graduated from Banaras Hindu University, and MBA from Pondicherry University.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Associate Director
Incred Premier
New Delhi
12.2025 - Current
- Recognized for excellence in client relationship management and portfolio performance.
- Developed customized wealth solutions for top clients.
- Drive strategies for client portfolio growth.
Assistant Vice President - Imperia RM
HDFC Bank Ltd.
New Delhi
04.2025 - 11.2025
- Handling a base of more than 450 Crores across 200 plus High Net worth Family Groups.
- Maintaining healthy relationship with existing clients and cross sell various solutions.
- Acquire, grow, and deepen Premium Banking customer relationships through effective relationship management.
- To provide professional customer service to achieve a high percentage of customer satisfaction and retention.
- Manage the wealth portfolio of CXO level Executives & Self-Employed Individuals having significant net worth with the bank.
Associate Vice President
Motilal Oswal Private Wealth
New Delhi
10.2023 - 03.2025
- Responsible for business development through the acquisition of ultra-high-net-worth clients.
- Objectively reviewing client portfolios and making necessary suggestions to align their financial milestones in the most cost-effective and efficient way.
- Trusted by clients to help them achieve their financial goals by providing wealth planning advice, investment solutions, credit solutions, treasury solutions, and estate planning.
- Bespoke advice that helps clients work toward their long-term financial goals and lifestyle ambitions.
- Acting as a key interface between the client and other areas, including Wealth Planning, Investment Advisory, Alternate Asset, and Investment Solutions.
- Effective in gaining an in-depth understanding of the client's needs while advising on a diverse range of wealth management solutions.
Banking Partner - Assistant Vice President 1
Induslnd Bank
New Delhi
11.2022 - 10.2023
- Analyzing the performance of various asset classes available in the product basket, and the performance of the client's portfolio, to give recommendations accordingly.
- Understanding HNI clients' financial objectives and goals, and designing a financial plan by allocating various products among different asset classes, which generates revenues for the organization.
- Review and analyze clients' portfolios at regular intervals to ensure objective-based performance.
- Understanding the opportunities of various banking requirements of clients, and suggesting accordingly in terms of investment advisory across assets and liabilities.
Senior Manager and Branch Relationship Head
ICICI Bank Ltd.
New Delhi
06.2018 - 11.2022
- Managing the high-net-worth customers of the bank and being the one point of contact for all requirements of high-net-worth customers.
- Profiling customers and providing financial products to meet customer needs.
- Handling a team of 10 skilled individuals for driving investment business.
- Guide and mentor relationship managers to deliver a superior customer service experience, and ensure they meet the right set of clients.
- Responsible for the acquisition of new clients in the wealth management segment through different channels.
- A detailed understanding of the range of products that can be offered according to market scenarios, the concerned industry, and the client's requirements.
- Resolving both client and RM queries on various investment products.
- Ensuring AUM growth and revenue generation for the bank.
Business Development Associate
Saigun Technologies Pvt Ltd- Empxtrack
Noida
05.2017 - 06.2018
- Researching potential leads from business directories, LinkedIn and web searches.
- Creating and maintaining database for current and prospect clients.
- Maintaining a pipeline for all the sales.
- Understanding client needs and offering them solution and support.
- Collaborating with the management on sales goals, planning and forecasting.
Education
PGPM - MARKETING
FOSTIIMA BUSINESS SCHOOL
New Delhi, India12.2017
Master of Business Administration -
PONDICHERRY UNIVERSITY
New Delhi, India12.2017
B.COM (HONS.) - FINANCE
BANARAS HINDU UNIVERSITY
Varanasi, India12.2014
INTERMEDIATE -
ST. ATULANAND CONVENT SCHOOL
Varanasi, India12.2011
HIGH SCHOOL -
ST. ATULANAND CONVENT SCHOOL
Varanasi, India12.2009
Skills
- High-net-worth client management
- Customized wealth planning
- Investment strategies
- Wealth protection and preservation
- Relationship building skills
- Networking and partnerships
- Family governance and succession planning
- Leadership and team management
Certification
- UGDCA from Banaras Hindu University (2014)
- AMFI
- IRDA
Accomplishments
- Received top contributor award – ICICI Prudential ESG Fund (2020)
- Received an award for TATA NFO from Mr. Girish Sehgal – Wealth Head ICICI (2019)
- Received certificate of excellence for top contributor in insurance business (2019)
- Received an award for GO GOA GONE contest which was held in Goa (ICICI bank) (2019)
- Qualified for Alpha Vanguard (National level competition in ICICI bank) (2018)
- Received award - Emerald club (ICICI bank) (2019)
- Letter of appreciation during my Internship (IDBI Federal Life Insurance) (2016)
Hobbies and Interests
- Painting & Sketching
- Fitness Enthusiast
- Cooking
- Chess
Languages
- English
- Hindi
- English
Timeline
Senior Associate Director
Incred Premier
12.2025 - Current
Assistant Vice President - Imperia RM
HDFC Bank Ltd.
04.2025 - 11.2025
Associate Vice President
Motilal Oswal Private Wealth
10.2023 - 03.2025
Banking Partner - Assistant Vice President 1
Induslnd Bank
11.2022 - 10.2023
Senior Manager and Branch Relationship Head
ICICI Bank Ltd.
06.2018 - 11.2022
Business Development Associate
Saigun Technologies Pvt Ltd- Empxtrack
05.2017 - 06.2018
PGPM - MARKETING
FOSTIIMA BUSINESS SCHOOL
Master of Business Administration -
PONDICHERRY UNIVERSITY
B.COM (HONS.) - FINANCE
BANARAS HINDU UNIVERSITY
INTERMEDIATE -
ST. ATULANAND CONVENT SCHOOL
HIGH SCHOOL -
ST. ATULANAND CONVENT SCHOOL