Faisal Khan
Senior Relationship Manager (Wealth Product)
House No-113 Block-A Street No-6 Bhagirathi Vihar Phase 2nd North-East Delhi
Summary
Diligent and dependable Senior Relationship Manager with a proven track record of success in overseeing multiple priorities with a positive and proactive attitude. Adept at assuming additional responsibilities to achieve team objectives. Results-driven professional experienced in financial statement review, auditing, and reporting. Well-versed in generating comprehensive reports, evaluating department operations, and managing month- and year-end closings. Meticulous, conscientious, and methodical in approach, dedicated to optimizing organizational efficiency and achieving strategic financial goals.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
Work History
Senior Relationship Manager (Advisory & Wealth)
Choice
Delhi
04.2023 - 11.2023
- Researched current trends to identify prospective customers and determine specific needs.
- Worked with clients to address and respond to client and partnership management issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Conducted financial due diligence on potential investments and acquisitions.
Senior Relationship Manager (Wealth)
ICICI Securities
Delhi
04.2022 - 10.2022
- Worked with clients to address and respond to client and partnership management issues.
- Researched current trends to identify prospective customers and determine specific needs.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Created financial dashboards to provide insights into key performance indicators.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Complied with established internal controls and policies.
Relationship Manager (Advisory & Wealth)
Master Trust
Delhi
02.2021 - 03.2022
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Worked with Master Trust and Advisory Revenue departments to facilitate communication and deliver personalized solutions to customers.
Relationship Manager (Wealth Sales & Banking Part)
SMC Global Securities Limited
Delhi
12.2017 - 02.2021
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Worked with SMC Global and Sales & Banking Partner departments to facilitate communication and deliver personalized solutions to customers.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Participated in industry events and trade shows to promote products and services.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Education
Master Of Business Administration - Finance & Digital Technology
09.2023 - Current
Bachelor Of Business Administration - Mangement
12.2016 - 07.2020
Secondary School (12th) - Science Education
05.2014 - 06.2015
Higher Secondary (10th) - Hindi
04.2011 - 04.2012
Skills
Business Development
Presentations and lectures
Trends analysis
Customer interaction
Sales professionalj
Financial analysis and reporting
Timeline
OP Jindal Global University - Master Of Business Administration, Finance & Digital Technology
09.2023 - Current
Senior Relationship Manager (Advisory & Wealth) - Choice
04.2023 - 11.2023
Senior Relationship Manager (Wealth) - ICICI Securities
04.2022 - 10.2022
Relationship Manager (Advisory & Wealth) - Master Trust
02.2021 - 03.2022
Relationship Manager (Wealth Sales & Banking Part) - SMC Global Securities Limited
12.2017 - 02.2021
Swami Vivekanand Subharti University - Bachelor Of Business Administration, Mangement
12.2016 - 07.2020
Surendra Yadav IC - Secondary School (12th), Science Education
05.2014 - 06.2015
Govt.Sarvodaya Bal Vidyalaya - Higher Secondary (10th), Hindi
04.2011 - 04.2012