Summary
Overview
Work History
Education
Skills
Certification
Timeline

FIROZ ALAM

NEW DELHI

Summary

Versatile Senior Relationship Manager with 15 years of experience Financial Market customers and clients. In-depth knowledge of CRM practices, risk analysis and business process improvement. Well-versed in forging strategic partnerships to drive revenue and acquire customers. Collaborative individual focused on increasing market share and exceeding client needs.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Senior Relationship Manager

HDFC SECURITIES LTD.
NOIDA
12.2019 - Current
  • Cultivated relationships with customers by participating in meetings onsite and at client locations.
  • Advising clients in Investment
  • Develop and maintain a long-term relationship with customer to maintain a high level of retention of client base.
  • Drive focus on generating new Business/client base.
  • Conducting financial market research
  • Responsible to ensure all activity are in adherence as per compliance frame work.
  • Provide information and regular updates to immediate manager.
  • Building relationships with the client & education them about investments..
  • Drove client satisfaction and kept lines of communication open to further business objectives through strong customer relationships.

KEY EQUITY MANAGER

INDIANIVESH SECURITIES LTD
NEW DELHI
10.2011 - 12.2019
  • Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
  • Built sales forecasts and schedules to reflect desired productivity targets.
  • Directed and coordinated products, services and sales activities.
  • Resolved customer complaints regarding sales and service.

RELATIONSHIP MANAGER

EDELWEISS FINANCIAL ADVISORS LTD
NEW DELHI
10.2010 - 10.2011
  • Established strong client relationships to drive business development.
  • Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
  • Developed and implemented improved organizational tools to increase productivity.

Dealer

INDIAINFOLINE LTD
NEW DELHI
02.2008 - 10.2010
  • Punching orders
  • Performed functional game duties quickly by efficiently handling money and chips.

  • Understood and followed oral and written directions.
  • Prioritized and organized tasks to efficiently accomplish service goals.

Education

Master of Commerce - Statistics

MMPG, MODI NAGAR, INDIA
2005

Bachelor of Commerce - Mathematics

MMPG, MODINAGAR,
2003

Skills

  • Strategic Planning
  • Business Development
  • Revenue Development
  • Public Speaking
  • Customer Engagement
  • Business Strategies
  • Market Research
  • Revenue Generation

Certification

  • NISM Series VII (Securities & operation)
  • NISM Series VIII (Derivatives)
  • NISM Series I (Currency Derivatives)
  • Passed II38 (IRDA)

Timeline

Senior Relationship Manager - HDFC SECURITIES LTD.
12.2019 - Current
KEY EQUITY MANAGER - INDIANIVESH SECURITIES LTD
10.2011 - 12.2019
RELATIONSHIP MANAGER - EDELWEISS FINANCIAL ADVISORS LTD
10.2010 - 10.2011
Dealer - INDIAINFOLINE LTD
02.2008 - 10.2010
MMPG - Master of Commerce, Statistics
MMPG - Bachelor of Commerce, Mathematics
FIROZ ALAM