MOHD JABIR
DELHI
Summary
Dynamic Senior Relationship Manager with a proven track record at AXIS SECURITIES LTD, excelling in customer relationship management and market research. Achieved significant territory growth by implementing effective sales strategies and enhancing client engagement. Skilled in financial analysis and team leadership, driving revenue through strategic client acquisition and portfolio diversification.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
AXIS SECURITIES LTD
DELHI
06.2024 - Current
- Developed and significantly grew assigned territory using strong engagement and marketing skills.
- Conducted regular meetings with channel partners to ensure smooth operations and successful delivery of products.
- Coordinated with other departments such as finance, operations, and service depart to increase sales volume.
- Supported sales team members to drive growth and development.
- Enhanced sales volume through skilled support to both new and inactive customers.
- Conducted market research and reported on competitors.
Team Leader
CHOLA MANDALAM SECURITIES LTD
NEW DELHI
08.2023 - 06.2024
- Facilitated team meetings to discuss targets, strategies, and address any issues.
- Resolved customer complaints in an effective manner while maintaining a high level of customer service.
- Regular meetings with customer and evaluate their requirements and recommend products such as life insurance, mutual funds, PMS, etc.
- Implemented strategic plans to enhance team performance and productivity.
- Held weekly staff meetings to review project updates, discuss issues, and brainstorm solutions.
Senior Manager, Advisory
Kotak Securities Ltd
Delhi
04.2015 - 08.2023
- Executed trades on behalf of clients in accordance with their instructions.
- Increase revenue from the existing database of clients by providing market research and updates.
- Inform the client about other products, such as mutual funds, PMS, bonds, life insurance products etc.
- Diversification of the client portfolio to pitch them wealth products.
- Developed and deepened strong financial industry relationships.
- Elevate revenue through new client acquisition and optimization of the existing database.
Relationship Manager
Religare Securities Ltd
Noida
10.2013 - 04.2015
- Evaluate existing database and provide research recommendations to enhance trade volumes.
- Maintain inactive database and enhance customer engagement
- Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
- Conducted regular financial planning workshops and seminars to attract new clients and educate the community.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
Relationship Manager
India Infoline Ltd
New Delhi
09.2011 - 01.2013
- Sourced clients independently and facilitated involvement in various equity trading activities, encompassing cash, derivatives, and currency trading.
- Assess client's financial requirements, aspirations, risk tolerance, and investment timeline.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Cross-selling products such as mutual funds, life insurance, NCDs, etc.
Education
B.COM
Delhi University
New Delhi10-2009
10+2 - Commerce
C.B.S.E
New Delhi05-2005
10th -
C.B.S.E
New Delhi05-2003
Skills
- Customer relationship management
- Market research
- Financial analysis
- Sales strategy development
- Portfolio diversification
- Team leadership
Certification
- Certification in NISM
- Certification of IRDA
- Certification in AMFI
- Certification in Currency Derivative
Languages
English
First Language
Hindi
Beginner (A1)
A1
Urdu
Beginner
A1
Hobbies
- Singing
- Playing harmonium
- Riyaz of SA, RE, GA, MA, PA, DHA, NI, SA and other alankars
Personal Detail
Father Name: Zafar Abbas
DOB: April 4, 1986
Marital Status: Married
Timeline
Senior Relationship Manager
AXIS SECURITIES LTD
06.2024 - Current
Team Leader
CHOLA MANDALAM SECURITIES LTD
08.2023 - 06.2024
Senior Manager, Advisory
Kotak Securities Ltd
04.2015 - 08.2023
Relationship Manager
Religare Securities Ltd
10.2013 - 04.2015
Relationship Manager
India Infoline Ltd
09.2011 - 01.2013
B.COM
Delhi University
10+2 - Commerce
C.B.S.E
10th -
C.B.S.E
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