Mahammad Saleem
Hyderabad
Summary
Dynamic financial leader with extensive experience at Indusind Bank, excelling in portfolio management and client relationship management. Proven track record in driving revenue growth and enhancing customer satisfaction through tailored financial planning and strategic risk management. Adept at fostering strong client connections and leading high-performing teams to achieve business objectives.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Regional Wealth Head
Indusind Bank
Hyderabad
04.2023 - Current
- Analyzed investment portfolios to identify growth opportunities and mitigate risks.
- Established strong client relationships through consistent communication and support.
- Assessed customer needs to facilitate tailored financial planning.
Senior Manager
Citi India
03.2022 - 02.2023
- Created comprehensive financial plans for diverse client portfolios.
- Conducted regular market analysis to guide investment strategies.
- Managed client relationships, ensuring satisfaction and long-term retention.
- Reviewed and adjusted investment allocations in alignment with client goals.
- Delivered tailored advice on wealth preservation and growth opportunities.
- Provided extensive wealth management services, including asset allocation and retirement planning.
- Facilitated estate planning and tax management for high net worth individuals.
Branch Manager
HDFC Bank
09.2018 - 03.2022
- Smooth administration and efficient daily operations of the branch, including lending, product sales, customer service, security and safety in accordance with the Bank's goals.
- Lead the branch's for branch revenue, income and profitability targets.
- Enhance and contribute to the growth of the company through business development, referrals and retention of account relationships.
- Drive excellent customer relations and promotion of a service culture through coaching, guidance and staff motivation.
- Drive cross sell of products to new and existing customers.
- Liaise with the product team, marketing and other verticals for service enhancements, sales initiatives and Branch hygiene.
Branch Sales Manager
Kotak Mahindra Bank
06.2015 - 08.2018
- Motivate and groom team to achieve their goals along with adequate process and product training.
- Develop and implement strategies to increase sales volumes, manage Sourcing mix, Product mix, and Cross sell.
- Planning, monitoring, appraising, and reviewing job contributions of the Team.
- Identify new opportunities by deeper understanding of the markets.
- Cross-functional interaction to ensure smooth pre & post-sales query resolutions.
- Create and enforce plans that will help meet the needs of customers.
- Build long-term relationships with clients and customers.
- Become familiar with the competition to stay ahead of them.
- Encourage high-sales and good customer service practices.
Associate
Citi India
05.2013 - 05.2015
- Drive revenue growth to the business with the existing and new corporate customers.
- Leveraging business from new and established client relationships.
Education
Bachelor of Engineering (B.E.) - Bioinformatics
Aarupadai Veedu Institute Of Technology
Chennai01.2011
Skills
- Customer service management
- Banking and retail banking
- Team leadership
- Relationship management
- Portfolio management
- Business development
- Risk management
- Market research
- Financial planning
- Client relationship management
Certification
- Certification in Human Resource Development, Loyola Institute Of Business Administration
- Introduction to Marketing, Coursera Course Certificates, VK9XXXWRGTTJ
- Leadership and Emotional Intelligence, Coursera Course Certificates, 6DXXQ9Y6PMQ4
- Building High-Performing Teams, Coursera Course Certificates, SQ9MX7UKSPU3
- Managing Social and Human Capital, Coursera Course Certificates, PJ2DBDWH78UR
- Excel Skills for Business: Essentials, Coursera Course Certificates, QHP6JPXTZK6Q
- IBM DATA SCIENCE, Coursera Course Certificates
- Managing as a coach, Coursera Course Certificates, HSPQ547HGR38
- NISM & CRISIL Certified Wealth Manager, CRISIL Limited, 09/01/22, 09/01/25
Timeline
Regional Wealth Head
Indusind Bank
04.2023 - Current
Senior Manager
Citi India
03.2022 - 02.2023
Branch Manager
HDFC Bank
09.2018 - 03.2022
Branch Sales Manager
Kotak Mahindra Bank
06.2015 - 08.2018
Associate
Citi India
05.2013 - 05.2015
Bachelor of Engineering (B.E.) - Bioinformatics
Aarupadai Veedu Institute Of Technology