FARHAN SYED
Mumbai
Summary
As a Relationship Manager and seasoned financial professional, I adeptly oversee client relationships within the Asset Management Company (AMC). Possessing outstanding communication and interpersonal abilities, I am proficient in multitasking and exhibit exceptional time management proficiency, effectively addressing diverse customer inquiries. I aim to leverage my recent skill development to enhance productivity and efficiency within the finance domain.
Overview
3
3
years of professional experience
6
6
Certifications
Work History
Relationship Manager
ICICI AMC
08.2024 - Current
- Managing over 200 HNI/UHNI customers, with a key focus on customer satisfaction and retention.
- Developed personalized investment strategies using Future Value, comparative analysis, key highlights, takeaways, etc. tailored to client needs.
- Conducting regular follow-ups to maintain communication with clients, and actively asking for referrals to increase the lifetime value (LTV), and productivity of a client.
- Analyzing market trends to provide active recommendations to clients with respect to different investment strategies (including MF, PMS, and AIF).
Relationship Manager
White Oak Capital
01.2023 - 03.2024
- Manage over 200 client relationships at the AMC, emphasizing on building and sustaining long-term connections.
- Demonstrate a deep understanding of various financial products and services offered by the AMC, staying updated on market trends to offer optimal advice.
- Utilize strong analytical skills and CRM tools like Salesforce and MS Excel to review financial data, assess risks, and provide reliable solutions.
- Conduct data-centric primary and secondary research, with key focus on Independent Financial Advisors.
Education
PGDM - Finance
N. L. Dalmia Institute of management studies and research
04.2023
B.com - Honors
Thakur College of Science and Commerce
03.2021
Skills
- Risk management
- Communication
- Problem solving
- Market data analysis
- Investment strategy
- Quantitative analysis
- Business development
- Portfolio management
- Presentation skills
- Adaptability
- Analytical thinking
- Resilience
Accomplishments
2024, "Rising Star" Award, for closing a big ticket(1Cr+) in Market-linked debenture (MLD).
Certification
Bloomberg market concept, Bloomberg
Timeline
Relationship Manager
ICICI AMC
08.2024 - Current
Relationship Manager
White Oak Capital
01.2023 - 03.2024
PGDM - Finance
N. L. Dalmia Institute of management studies and research
B.com - Honors
Thakur College of Science and Commerce