Mohammad Owais
Lucknow,UP
Summary
Dynamic financial professional with extensive expertise in investment strategies, risk management, and cultivating strong client relationships. Recognized for exceptional analytical abilities and effective communication skills that foster a collaborative environment, driving the achievement of financial objectives. Adaptable to evolving market conditions, consistently delivering optimal results for clients while enhancing team synergy. Proficient in financial planning, portfolio management, and ensuring adherence to regulatory compliance standards.
Overview
3
3
years of professional experience
Work History
Financial Advisor/ Account Manager
NIFTEL COMMUNICATION
Lucknow, India
02.2022 - 08.2025
- Developed comprehensive financial plans tailored to client needs and goals.
- Analyzed investment portfolios to optimize asset allocation and risk management.
- Cultivated strong client relationships through regular communication and personalized service.
- Conducted market research to identify trends and recommend strategic investment opportunities.
- A complete outbound within the process of SSDI & ACA task.
- Educated clients on financial products, retirement planning, and wealth management strategies.
Education
Bachelor of Commerce - Financial Analysis
Lucknow University
Lucknow, Uttar Pradesh01-2021
Senior Secondary Education (12th Grade) - Commerce
Christ Church College
Hazratganj Lucknow01-2017
High School Diploma - Commerce
Christ Church College
Hazratganj Lucknow06-2015
Skills
- Technical / Customer Support
- Software Support
- Account Manager
- Handling Escalations
- Effective Communication
- Sales Conversion/Lead Generation
- Teamwork/ Time Management
- Data Analysis Tools
- Problem-Solving
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
Languages
English
Hindi
Timeline
Financial Advisor/ Account Manager
NIFTEL COMMUNICATION
02.2022 - 08.2025
Bachelor of Commerce - Financial Analysis
Lucknow University
Senior Secondary Education (12th Grade) - Commerce
Christ Church College
High School Diploma - Commerce
Christ Church College