Mohammed Wasim K
Personal Banker
Bengaluru
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
Work History
Personal Banker
HDFC BANK
Bengaluru
12.2022 - Current
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Equity Advisor
Helfytrades Financial Services
Bengaluru
10.2020 - 08.2022
- Meeting with clients and understand there financial goals, risk tolerance, investment horizon and any specific preference or constraints.
- Conducting market analysis through research and analysis of the stock market, individual companies, industries and economic trends and stay update on market news events and potential factor that may influence stock price.
Senior Business Development Executive
Profit Sole
Bengaluru
10.2018 - 10.2020
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Utilized market trends, mission priorities and customer goals to envision, shape and close new opportunities.
Business Development Executive
HBJ CAPITAL SERVICES PVT LTD
Bengaluru
10.2016 - 10.2018
- Collaborated with sales and marketing departments to support client acquisition.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
Education
Master Of Business Administration - Finance And Banking
Alpha Institute of Technology And Management Scien
Karnataka 06.2012 - 05.2014
Bachelor Of Business Management - Finance And Marketing
Theosophical College of Management
06.2009 - 04.2012
SSLC -
Karnataka Secondary Education Examination Board
06.2005 - 04.2006
Pre University College - Commerce
Department of Pre University
Karnataka 06.2006 - 04.2008
Skills
Communication skills
Certification
Nism series V-A: Mutual fund distribution certification [NISM-201900043055]
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Nism series V-A: Mutual fund distribution certification [NISM-201900043055]
07-2023
IRDA [Insurance regulatory and development authority of India [CAI1061230298]
01-2023
Personal Banker
HDFC BANK
12.2022 - Current
[Nism series VIII: Equity derivatives Certification [NISM-2200245203]
08-2022
Equity Advisor
Helfytrades Financial Services
10.2020 - 08.2022
Senior Business Development Executive
Profit Sole
10.2018 - 10.2020
Business Development Executive
HBJ CAPITAL SERVICES PVT LTD
10.2016 - 10.2018
Master Of Business Administration - Finance And Banking
Alpha Institute of Technology And Management Scien
06.2012 - 05.2014
Bachelor Of Business Management - Finance And Marketing
Theosophical College of Management
06.2009 - 04.2012
Pre University College - Commerce
Department of Pre University
06.2006 - 04.2008
SSLC -
Karnataka Secondary Education Examination Board
06.2005 - 04.2006
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