Summary
Overview
Work History
Education
Skills
Certification
Languages
Websites
Timeline
Generic

Sayed Kumail Abbas

Mumbai

Summary

Analyses financial data and develop financial models to assess the performance of investments Develop and maintain relationships with clients to understand their investment needs and objectives Research and identify potential investment opportunities Prepare and present investment proposals to clients Negotiate terms and conditions of investments Monitor and review investments to ensure they are meeting clients’ objectives Prepare and present reports on investment performance Develop and implement strategies to maximize returns on investments Stay up-to-date on market trends and regulatory changes Participate in industry events and conferences Provide advice and guidance to clients on investment decisions Manage portfolios of investments for clients. Astute Finance Advisor known for high productivity and efficient task completion. Specializes in risk assessment, portfolio management, and strategic financial planning. Thrives on using critical thinking, communication, and problem-solving skills to provide tailored advice and solutions.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Executive

Research and Ranking
Mumbai
01.2023 - 01.2024
  • Meeting with clients: Discuss financial goals, explain services, and answer questions about investments and risks
  • Assessing clients: Evaluate assets, liabilities, cash flow, insurance coverage, tax status, and risk tolerance
  • Developing plans: Create financial plans that consider expenses, income, objectives, and tax status
  • Recommending investments: Select investments for clients or help them choose their own
  • Monitoring accounts: Regularly review accounts to identify changes that may be needed
  • Providing guidance: Help clients plan for specific circumstances, such as retirement or education, and guide them toward profitable decisions
  • Collaborating with others: Work with tax, legal, and insurance professionals to develop a client's financial roadmap
  • Staying informed: Keep up with industry trends, financial products, and legislation
  • Meeting regulatory requirements: Understand and adhere to the company's policies and controls, and ensure compliance with BSA, AML, and KYC requirements.

Education

Bachelor of Commerce -

University of Mumbai
05.2022

SSC -

Seventh Days Adventist English High School
Mumbai
06-2017

Skills

  • Analytical thinking
  • Communication
  • Innovation
  • Resilience
  • International outlook
  • Leadership experience
  • Confidence with numbers
  • Teamwork
  • Direct-response emails
  • Punctuality
  • Listening skills

Certification

Financial Modelling and Valuation - The Wallstreet School (August 2024)

Financial modeling and valuation is a skill that is essential for anyone who wants to work in finance, investment banking, or corporate finance. It is the process of creating a model that represents the financial performance of a company or project. Financial modeling is the process of creating a mathematical representation of a company’s financial performance. Models are used to forecast future financial performance based on historical data, assumptions, and various scenarios.

Languages

Hindi
First Language
English
Intermediate (B1)
B1

Timeline

Executive

Research and Ranking
01.2023 - 01.2024

Bachelor of Commerce -

University of Mumbai

SSC -

Seventh Days Adventist English High School

Financial Modelling and Valuation - The Wallstreet School (August 2024)

Financial modeling and valuation is a skill that is essential for anyone who wants to work in finance, investment banking, or corporate finance. It is the process of creating a model that represents the financial performance of a company or project. Financial modeling is the process of creating a mathematical representation of a company’s financial performance. Models are used to forecast future financial performance based on historical data, assumptions, and various scenarios.

Sayed Kumail Abbas