Luqman Saood
Finance Professional
Kerala
Summary
Experienced Investment Specialist with a strong track record of excellence in Corporate Finance, Financial Analysis, Budgeting & Forecasting, and Portfolio Management. Holds an MBA with a specialization in Finance from India's premier B-School.
Proficient in strategic profile building and adept at digital management, with a proven ability to effectively manage multiple clients concurrently. Committed to fostering financial success for both large and small-scale investments while aligning efforts with organizational strategies and goals.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
Work History
Investment Specialist
ICICI Prudential Life Insurance Co
08.2022 - Current
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Researched companies and prepared presentations for management and prospective buyers.
- Contacted and lined up fellow investors to enable successful NFOs.
- Gathered data and built financial models around key metrics.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Assisted clients with budgeting and cash flow management.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Collaborated with clients to develop customized investment portfolios.
- Created financial models to analyze and evaluate investment strategies.
- Implemented exit strategies for clients to transition out of investments.
Senior Manager
OFB Tech
03.2022 - 08.2022
- Examined quarterly financials to determine business operating capacity.
- Implemented productivity benchmarks across all departments to maximize company revenue.
- Recommended and implemented successful strategies to maximize revenue.
- Developed proposals and presentations for internal and external audiences.
- Produced staffing matrix to provide adequate coverage of department.
- Consolidated vendors and renegotiated contracts to optimize costs.
- Brainstormed and developed sales strategies to achieve short and long term sales revenue objectives.
- Implemented and developed operational standards, policies and procedures.
Accounts Manager
Tata Steel
05.2020 - 02.2022
- Collaborated with purchasing department to reconcile vendor invoices and facilitate payments.
- Identified partnership opportunities and established favorable business connections.
- Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Generated financial and operational reports to assist management with business strategy.
- Forecasted trends and recommended improvements based on financial risk analyses.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Educated clients on new products or services to increase customer engagement with brand.
- Reviewed and mitigated discrepancies to increase sales, reduce costs and streamline processes.
- Identified key entry points to enhance market penetration and maximize returns.
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
Project Intern
HDFC Bank
03.2019 - 05.2019
- Audited incoming data points, collating information into useable planning packages for project management personnel.
- Collaborated with customers to collect requirements and determine any issues of concern.
- Produced professional reports, documents and presentations for project needs.
- Contacted potential clients to pursue sales and gather funds.
Financial Analyst
Bilal Traders
03.2017 - 07.2018
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Collaborated to develop and maintain targeted profit plans to sustain growth.
- Created and maintained precise and accurate models, charts and reports.
- Evaluated performance of existing investments and adjusted accordingly.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Helped clients make optimal decisions on amounts and timing of capitalization.
- Developed financial models to assess potential investments and identify potential risks.
Education
MBA - Finance
Indian Institute of Management
07.2018 - 03.2020
Bachelor of Commerce - Accounting And Finance
Kannur University
06.2014 - 03.2017
Skills
Portfolio Management
undefinedCertification
Certified Credit Analyst
Timeline
Investment Specialist
ICICI Prudential Life Insurance Co
08.2022 - Current
Senior Manager
OFB Tech
03.2022 - 08.2022
Accounts Manager
Tata Steel
05.2020 - 02.2022
Project Intern
HDFC Bank
03.2019 - 05.2019
MBA - Finance
Indian Institute of Management
07.2018 - 03.2020
Financial Analyst
Bilal Traders
03.2017 - 07.2018
Bachelor of Commerce - Accounting And Finance
Kannur University
06.2014 - 03.2017
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