Faiz Ahmed Shaikh
Mumbai
Summary
Experienced in business development management with a strong background in asset management, capital markets, and banking. Expertise lies in client and distributor management, as well as contract negotiation. Excellent interpersonal communication skills for building relationships and leading teams. Results-driven and proactive, consistently surpassing sales and revenue objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
ICICI Bank
08.2022 - 08.2023
- Collaborated with clients to develop customized investment portfolios.
- Informed clients of strategies for reducing debt and maximizing savings.
- Studied financial documents to identify potential areas needing improvement.
- Recommended specific investments to help clients meet financial goals.
- Recommended different types of investment products like Mutual funds,PMS,AIF and FDs.
- Trained the team of RMs on latest rate changes and capital markets.
- Conducted trainings across Pan India for the sales team and knowledge sessions.
Manager-Business Development
UNION ASSET MANAGEMENT LTD
06.2020 - 04.2022
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Generated new business with marketing initiatives and strategic plans.
- Developed and implemented strategies across functions to expand mutual fund business. Provided advisory and consultancy support to IFAs in retail and corporate verticals. Implemented effective financial management strategies to increase portfolio value.
Deputy Manger-IFA
TATA Asset Management LTD
02.2019 - 06.2020
- Managed products Like Equity,Debt ,Hybrid funds and recommended the same to the distrubutors in IFA segment in line with the needs of their clients.
- Worked with distributors into IFA Segment to provide balanced recommendations for mutual fund products across the board.
- Coordinated with the fund management team to formulate solution-based strategies.
- Arrived at fair valuation of stocks for the investment portfolio.
- Organized knowledge sessions and Seminars for disseminating capital market updates for distributors and the clients.
- Worked in collaboration with the fund management team in order to give a solid market advise that benefits the clients as well as the distributors.
Relationship Manager-Customer Engagement
ICICI Prudential Asset Management
03.2017 - 01.2019
- Achieved goals for sale of mutual fund products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Executed up-selling to enhance and upgrade client net worth relationships.
- Ranked among the top 10 RMs in Pan India for overachieving overall mutual fund targets.
Education
MBA - Finance
EMBA-Finance
MET Institute Of Management04-2014
Bachelor of Commerce - Economics
Bachelor of Commerce
Mumbai University07-2012
Skills
- Asset management
- Portfolio Management
- Mutual funds
- Distributor management
- Capital Markets
- Equity
- Debt
- PMS/AIF
- Investment Advisory
- investment Councillor
- Business Development
- Sales management
- Team management
Accomplishments
One of the TOP RMs across PAN india to overachive the mutual fund sales targets in ICICI Pru AMC and was felicitated by CEO in Goa sales meet in 2018.
Feliciatated for overachieving targets in mutual fund products domain in ICICI Bank.
Certification
- Investment Banking-The wallstreet school
- JP morgan investment banking virtual internship.
- CITI APAC investment Banking virtual experience
- CWM-Chartered Wealth Manager-Pursing level 2.
Fitness,Trekking
I am a regular fitness enthusiast and having won several contest into cross fit sports and regular gym goer with keen interest into nutrition and exercise and overall hollistic health.
Timeline
Wealth Relationship Manager
ICICI Bank
08.2022 - 08.2023
Manager-Business Development
UNION ASSET MANAGEMENT LTD
06.2020 - 04.2022
Deputy Manger-IFA
TATA Asset Management LTD
02.2019 - 06.2020
Relationship Manager-Customer Engagement
ICICI Prudential Asset Management
03.2017 - 01.2019
- Investment Banking-The wallstreet school
- JP morgan investment banking virtual internship.
- CITI APAC investment Banking virtual experience
- CWM-Chartered Wealth Manager-Pursing level 2.
MBA - Finance
EMBA-Finance
Bachelor of Commerce - Economics
Bachelor of Commerce
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