Experienced MBA Finance professional in Financial planning, Banking operations and Financial Advisory services looking for leadership position with a reputable Financial Company. Ready to take knowledge and skill to help maximize revenue through business developments and collaborations.
Hi, I’m
IRFAN JALEEL
Hyderabad
Summary
Overview
20
years of professional experience
1
Certification
Work History
Y Axis Overseas Careers
Senior Process Consultant/Lead Analyst
05.2019 - Current
Job overview
- Give clear and accurate information based on the current immigration and visa laws and policies
- Advise on documents requirements in Immigration, Visa Services and educational assessments
- Also responsible for Filing Canada Express Entry Profile, Job bank Creation and PNP Filing
- Liaison with relevant immigration and visa offices
- Maintain knowledge of changes and updates in visa policies
- Career counseling to client on various options like study
- Building client relationship and ensure client satisfaction
Motilal Oswal Financial Services Limited
Assistant Manager
05.2018 - 12.2018
Job overview
- Promoted and sold stock brokerage services Demat and Trading accounts, Mutual Funds to new and existing clients
- Acquired clients for PMS and Private Equity
- Provide clients with updated and relevant information regarding stock market analysis for sound decision making
- Managed HNI clients and corporate
- Carried out effective research and intelligence into competitor products and trends
- Maintain PR with the client for Business revenues
Karvy Stock Broking Ltd.
Product Marketing Manager
01.2017 - 11.2017
Job overview
- Acquired Clients For Equities, PMS and Mutual Funds
- Headed Corporate Presentations in Top Corporate (Software Companies and 5 Star Hotels) and Successfully captured 60% of New accounts
- Guided customers in making profitable and safe investments
- Networked with Asset Management companies for Business Generation
- Research market to identify current and potential trends establishing risk mitigation and profile margin
- Educated customers about trade risk and suitable investment prospects
- Planned and organized promotional events gave presentations for financial products and for new Client Acquisition
- Developed advertising and marketing strategies and materials for the company
- Generated leads through various media channels
- Managed the creation of marketing materials, collaterals and sales support tools
- Maintained PR with client in order to retain client for Business
Sharekhan Ltd.
Product Specialist Mutual Funds
01.2016 - 01.2017
Job overview
- Managed 2 branches and Handled 35 team members, Mentored and Mobilized business from them
- Consult with clients to determine financial needs and goals and develop growth plans
- Exceed sales goals for financial products by 30% each quarter
- Marketed mutual funds, equities to high-net-worth individuals and Top corporate
- Analyzed companies based on their annual performance in order to recommend top mutual funds and Equities to clients
- Utilized solid market and financial data to reinforce recommendations
- Prepared financial performance report detailing successful plan outcomes
- Continuously networking and build individual client base and corporate
- Promptly resolve customer service issues and answer financial questions
- Maintained PR with client in order to retain client for Business
HDFC Bank Ltd.
Deputy Manager: Premium Banking Account Manager
02.2011 - 08.2015
Job overview
- Managed Premium Classic Portfolio Relationship of 230 clients of 5 crore portfolio
- Opened Savings accounts of Family members and Cross sold Credit card, RD, Current account, Two wheeler loans, Insurance and Mortgage Loans to Family Members
- Advised clients on mutual funds, life insurance and fixed deposits, spear headed for expanding loans (home loans, two-wheeler loans, car loans, gold loans and business loans and mortgage loans
- Achieved 100% sales target in LAP, Life insurance, Demat and Trading Accounts Two Wheeler Loans and Gold Loans
- Managed Retail Clients, Business Merchants and High Net worth Individuals CASA and NRI Accounts
- Activated Inactive savings and NRI Accounts and increased Funds 70% in respective accounts
- Actively contacted Clients for Funding in Existing and New SB, CA, NRI Accounts
- Increasing the share in Fixed Deposit and Recurring Deposit
- Analyzed Suspicious bank transactions and reporting Transactions to Branch Manager
- Branch Administration and ATM (Onsite Management)
- Review all critical branch reports, monitor cash levels, and fraud controls
- Maintained good PR with client in order to retain client for Business
Geojit BNP Paribas Financial Service Ltd.
Relationship Manager
06.2010 - 11.2010
Job overview
- Managed HNI and Corporate clients
- Managed clients, mutual funds and equity portfolio and churned as per the market conditions
- Developed and presented financial planning and investment seminars for clients and prospects
- Advised clients on purchase and sale of shares
- Resolved the clients’ issues and queries swiftly
- Maintained ongoing relationship and customer engagement
- Maintained good PR with client in order to retain client for Business
Karvy Stock Broking Ltd.
Assistant Manager
08.2004 - 06.2010
Job overview
- Acquired New Premium clients for mutual funds, equity, Life Insurance, General Insurance and fixed income products
- Managed clients, mutual funds and equity portfolio and churned as per the market conditions
- Ensured Proper Due Diligence, Aml and Compliance Process Effectively
- Developed and presented financial planning and investment seminars for clients and prospects
- Able to quickly understand customer needs and deliver timely and cost-effective solutions
- Identified Territory and area Mapping for Potential Business Generation
- Collaborated with Potential Business owners and Stakeholders in order to generate Business
- Mentored and Transformed New joiners by explaining all financial products and went on Joint calls to new and existing Clients
- Developed partnership and relationship with third parties to meet the strategic objectives
- Spearheaded Corporate Presentations for All Financial Products in order to acquire Premium Clients
- Achieved 100% Equities, Life Insurance, General Insurance and Mutual Funds Targets
- Maintained good PR with client in order to retain client for Business
Education
NSE India
Nism Certified Mutual Fund Advisor Module
02.2028
University Overview
valid till Feb 04 2028
Digital Strategy and Planning
01.2021
University Overview
Face book Marketing
01.2021
University Overview
Diploma in Digital Marketing
12.2017
University Overview
Osmania University
MBA
01.2001
University Overview
Osmania University
B.Com
01.1999
University Overview
Solus Informatics
PMP Certification preparation course based on PMBOK Guide 6th Edition
University Overview
Certificate No. PM/251118/1316
Course era
Private Equity Course
University Overview
Skills
- Investment Portfolio Management
- Financial Planning
- Retail Banking Operations
- Capital Market Strategies
- Asset allocation and management
- Risk Assessment and Mitigation
- Life insurance and Health Insurance
- Team Collaboration
- Relationship Building
- Collaboration with Partners and clients
- Operational Excellence
Career Achievements
Career Achievements
- Key contributor for mutual funds, life insurance business, broking business and Karvy.
- Key contributor for life insurance business, LAP and Casa business in 2013, 2014 and 2015 in HDFC.
- Achieved highest number of fixed deposit and recurring deposit.
- Receive Certificate of Achievement for getting qualified in Current Account inflows in HDFC Bank.
- Receive Certificate of Appreciation for quick start of sales in Motilal Oswal Financial Services.
- Received Appreciation from Process Manager, Team Leader and clients for providing excellent service and client engagement in Y axis.
Certification
- NSE Certification in Mutual Fund Advisor Module.
Languages
Urdu
First Language
English
Advanced (C1)
C1
Hindi
Upper Intermediate (B2)
B2
References
References
References available upon request.Timeline
Senior Process Consultant/Lead Analyst
Y Axis Overseas Careers
05.2019 - Current
Assistant Manager
Motilal Oswal Financial Services Limited
05.2018 - 12.2018
Product Marketing Manager
Karvy Stock Broking Ltd.
01.2017 - 11.2017
Product Specialist Mutual Funds
Sharekhan Ltd.
01.2016 - 01.2017
Deputy Manager: Premium Banking Account Manager
HDFC Bank Ltd.
02.2011 - 08.2015
Relationship Manager
Geojit BNP Paribas Financial Service Ltd.
06.2010 - 11.2010
Assistant Manager
Karvy Stock Broking Ltd.
08.2004 - 06.2010
NSE India
Nism Certified Mutual Fund Advisor Module
Digital Strategy and Planning
Face book Marketing
Diploma in Digital Marketing
Osmania University
MBA
Osmania University
B.Com
Solus Informatics
PMP Certification preparation course based on PMBOK Guide 6th Edition
Course era
Private Equity Course
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