Mohammed Saifuddin
Sales/Marketing
Nagpur
Summary
To be acknowledged and accepted in a professionally managed organization as a committed professional in the Investment & Financial Services domain, contributing to organizational growth through strong leadership and domain expertise.
Overview
27
27
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Cluster Chief Manager
UTI Mutual Fund
03.2011 - Current
- Managing business across six districts and five branches.
- Recruitment, training, and performance monitoring.
- Business growth, productivity, and market expansion.
- Handling HNIs, co-operative banks, public and private banks, and large MFDs.
- Region: Amravati, Akola, Washim, Yavatmal, Chandrapur, Gadchiroli and Wardha.
- Team Managed: 6 Sales/Relationship Managers, 6 Back-office Staff, 2 Assistants, and 6 Office Boys.
- Additional: Certified Financial Planner.
- Developed and implemented comprehensive training programs to enhance team productivity and investment knowledge across departments.
- Fostered strong client relationships by delivering tailored financial solutions, resulting in increased client satisfaction and loyalty.
- Conducted thorough market analysis to identify growth opportunities, driving strategic planning and investment decisions for the organization.
- Managed a team of professionals to achieve organizational goals and maintain high productivity levels.
Branch Head
Kotak Mahindra Mutual Fund
09.2010 - 03.2011
- Heading: Mutual Fund Business for Chhattisgarh.
- Managing distribution networks and bank channels.
- Led a team to develop and implement strategic initiatives, enhancing overall operational efficiency and client satisfaction.
- Mentored junior staff in investment strategies and client relationship management, fostering a culture of continuous learning and development.
- Enhanced customer satisfaction with responsive service and timely resolution of issues.
- Maintained friendly and professional customer interactions.
Branch In-charge
Reliance Mutual Fund
06.2007 - 09.2010
- Business development in Jalgaon and Nandurbar.
- Channel expansion and market penetration.
- Conducted regular market analysis to inform strategic decision-making, ensuring alignment with industry trends and client needs.
- Managed compliance and risk assessment initiatives, ensuring adherence to regulatory standards and minimizing operational risks.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
Branch In-charge
Escorts Asset Management Ltd
03.2005 - 05.2007
- Managing the Nagpur region and parts of Madhya Pradesh.
- Fostered strong client relationships by providing tailored financial solutions, contributing to a notable increase in portfolio growth.
Channel Sales Executive
ICICI Web Trade Ltd
06.2004 - 02.2005
- Region in charge for DBC Channel.
- Appointing channel partners and managing the sales team.
- Training and investor engagement.
- Developed and implemented training programs for new sales representatives, increasing team productivity and knowledge retention.
- Analyzed market trends and competitor activities, providing actionable insights that informed strategic sales initiatives and tactical decisions.
- Developed key partnerships, resulting in increased lead generation and cross-selling opportunities.
- Identified new market opportunities through diligent research and networking.
Financial Planner
Anand Rathi Securities
11.2003 - 05.2004
- Mutual fund advisory.
- Equity portfolio planning.
- Analyzed market trends and economic indicators, providing clients with timely insights that informed their investment decisions and minimized risks.
- Facilitated client meetings to review financial portfolios, ensuring alignment with evolving financial objectives and adapting strategies as necessary.
- Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.
Sales Executive
ICICI Bank Ltd
07.2002 - 10.2003
- Conducted comprehensive market analysis to identify emerging trends, informing product offerings and strategic sales initiatives effectively.
- Trained and mentored junior sales staff, fostering a collaborative environment that improved team performance and individual sales results.
- Developed and implemented targeted sales strategies, significantly enhancing customer engagement and satisfaction levels across diverse segments.
- Led a team to identify and cultivate high-value client relationships, optimizing sales pipelines and increasing overall revenue streams.
Senior Assistant
Integrated Enterprises (I) Ltd
04.1999 - 06.2002
- Front Office:
- Investment advisory, Demat services, and cross-selling.
- Back office:
- Account opening and documentation, executing delivery instructions, and maintaining books of accounts.
- Developed and maintained comprehensive filing systems to improve information retrieval and support compliance with data management policies.
- Increased customer satisfaction with timely responses to inquiries, thorough research, and effective problem-solving strategies.
- Acquired product and service knowledge to provide solutions to customers.
- Developed strong working relationships with internal departments and external partners, fostering seamless collaboration across teams.
Education
M.Com -
Nagpur University
Nagpur03-1998
Skills
Strong understanding of Capital Markets, Mutual Funds, Depositories & Banking Products
Leadership across diverse geographies
Business development
Channel management & investor servicing
Team leadership
Recruitment and training
Certification
Professional:
Accomplishments
- Multiple foreign trips for target achievements
- Appreciation certificates for completing targets early
- Promoted from Sr. Relationship Manager → Chief Manager → Cluster Chief Manager
EXTRA-CURRICULAR
Represented district in Football
CLIENT SEGMENTS
HNI's, Entrepreneurs, Government Organizations, Corporates, Trusts & Retail Investors
PRODUCT EXPOSURE
Savings/Current Accounts, Bonds, Mutual Funds, Demat Services, Fixed Deposits, Relief Bonds, Online Trading Accounts, Special Savings Accounts, Gold Coins
ACTIVITIES
- Awareness programs & investor meetings
- Door-to-door campaigns
- Canopy activities
- Agent network development
- Distributor training & motivation
- Lead generation & referral programs
PERSONALITY TRAITS
- Positive attitude
- Strong interpersonal skills
- Highly self-motivated
Additional Information
Certified Financial Planner.
Timeline
Cluster Chief Manager
UTI Mutual Fund
03.2011 - Current
Branch Head
Kotak Mahindra Mutual Fund
09.2010 - 03.2011
Branch In-charge
Reliance Mutual Fund
06.2007 - 09.2010
Branch In-charge
Escorts Asset Management Ltd
03.2005 - 05.2007
Channel Sales Executive
ICICI Web Trade Ltd
06.2004 - 02.2005
Financial Planner
Anand Rathi Securities
11.2003 - 05.2004
Sales Executive
ICICI Bank Ltd
07.2002 - 10.2003
Senior Assistant
Integrated Enterprises (I) Ltd
04.1999 - 06.2002
M.Com -
Nagpur University