MOHAMMED MASOOD RAZA KHAN
Andheri
Summary
Dynamic sales professional with extensive experience in securities. Excelling in client acquisition and relationship management. Proven track record in cross-selling financial products and leading teams to achieve targets. Skilled in negotiation and performance tracking, driving significant portfolio growth and enhancing client satisfaction.
Overview
14
14
years of professional experience
Work History
Proprietor
Raza Fashion Prints
Mumbai
09.2018 - Current
- Scheduled staff shifts according to demand patterns in order to maximize efficiency and productivity.
- Managed inventory levels to ensure adequate stock while controlling costs associated with ordering more than necessary.
- Implemented cost-saving measures throughout the organization in order to reduce overhead expenses.
- Established relationships with vendors to ensure timely delivery of merchandise at competitive prices.
- Identified new markets for products and services to expand customer base.
- Researched potential competitors' pricing structure in order to adjust prices accordingly.
- Reviewed monthly invoices from suppliers and vendors and ensured timely payment of bills.
- Negotiated contracts with vendors for supplies, equipment, and other resources needed for daily operations.
Manager- PCG Sales
Motilal Ostwal Ltd.
Mumbai
05.2018 - 07.2018
- Generated leads via self-reference and cold calling strategies.
- Acquired HNI Demat accounts while sourcing PMS accounts.
- Cross-sold Demat products including GTC, SIP, brokerage, stock lending, and trading.
- Managed relationships end-to-end while deepening portfolio engagement.
Relationship Manager
Kotak Securities Ltd
Mumbai
06.2015 - 05.2018
- Acquired HNI Demat and savings accounts through targeted outreach and relationship management.
- Developed strong client relationships to enhance engagement and retention.
- Generated leads via referencing and cold calling strategies.
- Cross-sold Demat products, including GTC, SIP, brokerage, and stock lending.
- Managed end-to-end client relationships to deepen portfolios and ensure satisfaction.
Executive >> Sales Manager
ICICI Securities Ltd
06.2013 - 05.2015
- Acquisition of Demat and Savings accounts.
- Cross selling of Advance Brokerage Plans and other by-products like SIP, Mutual funds, insurance, Loan Products.
- Lead Generation through referencing and cold call.
- Team management and development.
Service executive
CD Equity search PVT LTD
03.2011 - 04.2013
- Lead generation through tele-calling.
- Lead conversion and end to end client management.
Education
B. Com. -
Mumbai University
01.2011
HSC -
Maharashtra state board
01.2008
SSC -
Maharashtra state board
01.2006
Skills
- Team and client management
- Cross selling
- Performance tracking
- Negotiation techniques
- Customer relationship management (CRM)
- Cross-functional teamwork
- Customer advisory services
- Relationship management
Personal Information
- Date of Birth: 12/05/89
- Nationality: Indian
- Marital Status: Single
Languages
- English
- Hindi
- Urdu
Hobbies and Interests
- Travelling
- Swimming
- Cricket
Disclaimer
I hereby declare that the above mentioned information is correct up to my knowledge and I bear the responsibility for the correctness of the above-mentioned particulars.
Milestone Achievements
- Promotion to a Team Handling role in Just 8 months in one of the biggest Securities Company in India, ICICI Securities
- Numerous Awards and certificates received for cross selling products like Advance Brokerage plans, Portal Learning Software and for bringing in highest ever upfront Cash Margin and stock transfer on a PAN-India level at ICICI securities
- Certification received at Kotak for over achieving portfolio deepening targets by a huge margin on a PAN india level
Skill Sets
- Team Management
- Client Management
- Customer Advisor
- Customer Relationship management
- Service Reiteration
Accomplishments
- Award for exemplary performance in the channel sales team for the quarter of Oct-Dec 2014
- Award for outstanding performance by sourcing nine priority Circle accounts in Quarter 3 FY 14-15
- Certificate of appreciation for achieving the highest margin and qualifying as the performer of the month from April to August 2016
- Certificate of Appreciation for remarkable contribution toward highest margin April -Dec 2016
Timeline
Proprietor
Raza Fashion Prints
09.2018 - Current
Manager- PCG Sales
Motilal Ostwal Ltd.
05.2018 - 07.2018
Relationship Manager
Kotak Securities Ltd
06.2015 - 05.2018
Executive >> Sales Manager
ICICI Securities Ltd
06.2013 - 05.2015
Service executive
CD Equity search PVT LTD
03.2011 - 04.2013
B. Com. -
Mumbai University
HSC -
Maharashtra state board
SSC -
Maharashtra state board
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