P MOHAMMED FAHEEM
Chennai
Summary
Detail-oriented Quality Analyst with experience in the BFSI domain, specializing in quality audits, compliance monitoring, and process improvement. Proven expertise in evaluating voice and non-voice interactions, ensuring adherence to regulatory guidelines (KYC, AML, RBI/IRDAI), and identifying risk gaps through root cause analysis. Strong analytical and stakeholder management skills with a consistent record of improving quality scores and customer experience.
Senior Relationship Manager providing comprehensive financial planning and investment strategies to high-net-worth individuals. Proven track record of delivering outstanding results and exceeding client expectations. Skilled in Relationship Management and building long-term partnerships. Strong knowledge of Wealth Management products and services. Committed to delivering personalized solutions to help clients achieve their financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Quality Analyst
Wealth India Financial Services Pvt. Ltd.
Chennai
09.2024 - Current
- Strong Knowledge of Financial Products
- Monitoring calls, chats,emails etc and evaluating adherence to SOPs & regulatory norms.
- Identification of process gaps & risk issues, providing feedbacks & training sessions
- Performed RCA (Root Cause Analysis) on quality failures & recurring customer complaints to recommend corrective actions
- Ensuring strict adherence to compliance (RBI/AMFI/SEBI/IRDAI/AML/KYC Guidelines ), identifying potential risks and compliance gaps
- Delivered actionable feedback & supportive training to the sales team, resulting in measurable improvement in quality scores.
- Trained team members on quality assurance best practices and methodologies.
Senior Relationship Manager
ICICI Securities Ltd.
Chennai
03.2022 - 11.2023
- Managed 350+ clients investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Cultivated and strengthened relationships with new clients through executing thorough on-boarding process.
- Thorough Portfolio Analysis and Wealth Management.
- Taxation Planning
Digital Marketing
My Captain
05.2021 - 07.2021
CSP Management
Sanjivani Vikas Foundation
Port Blair
10.2020 - 04.2021
- Active management of the customer service points with end to end resolution given to the respective stakeholders.
- Maintaining good relations between the Bank (SBI) and the CSP's.
- Maintaining daily business records.
Project Manager
SPI Global
09.2019 - 02.2020
- Worked in tie-up with Oxford University Press.
- Providing assistance to the Authors in book designing, type setting.
Drilling Operation
Rig Tech
Coimbatore
11.2018 - 12.2018
Education
Masters in Business Administration -
Vels Institute of Science Technology & Advanced Studies
ChennaiB E - Petroleum
AMET University
ChennaiHSC -
Kendriya Vidyalaya Sangathan
Port BlairSkills
- Interpersonal skills
- Customer Relationship Management
- Financial Planning
- Asset Management
- Portfolio Management
- Taxation
- Insurance Advisory
- Regulatory compliance
- Financial planning
- Team training
- Effective communication
- Quality improvement
- Problem solving
- Risk assessment
- Data analysis
- Root cause analysis
- Audit processes
- Training material development
- Sampling
- Multitasking capacity
- Decision-making
Certification
- CERTIFIED MUTUAL FUND DISTRIBUTOR (NISM SERIES V-A)
- CERTIFIED INSURANCE ADVISOR (IRDAI)
- EQUITY DERIVATIVES CERTIFICATION EXAMINATION (NISM SERIES VIII)
Personal Information
Date of Birth: 08/19/97
Awards
- AWARD OF EXCELLENCE FROM ICICI PRUDENTIAL, 2023
- ACE CLUB CONTEST WINNER FOR NEW CLIENT ON BOARDING IN ICICI DIRECT, 2022
- CERTIFICATE OF APPRECIATION FROM HDFC MUTUAL FUND FOR CONTRIBUTION IN NFO, 2022
Projects
ENERGY SAVINGS IN LPG UNIT, CPCL - Cauvery Basin Refinery, 02/01/19, 03/31/19
Languages
- Hindi
- Tamil
- Malayalam
- Urdu
- English
- Hindi
- Tamil
- Malayalam
- Urdu
Websites And Social Links - Linkedin
linkedin.com/in/mohammed-faheem-p
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Tamil
Advanced (C1)
C1
Urdu
Advanced (C1)
C1
Malayalam
Upper Intermediate (B2)
B2
Accomplishments
- Awarded Training & Quality Specialist of the year 2025-26 by Wealth India Financial Services Pvt Ltd
- Certificate of excellence awarded by ICICI PRUDENTIAL Life Insurance
- Certificate of excellence awarded by ICICI Direct
- Certificate of appreciation by HDFC Asset Management Company
Affiliations
- Cooking
- Fitness
- Football
- Badminton
- Travelling
Timeline
Quality Analyst
Wealth India Financial Services Pvt. Ltd.
09.2024 - Current
Senior Relationship Manager
ICICI Securities Ltd.
03.2022 - 11.2023
Digital Marketing
My Captain
05.2021 - 07.2021
CSP Management
Sanjivani Vikas Foundation
10.2020 - 04.2021
Project Manager
SPI Global
09.2019 - 02.2020
Drilling Operation
Rig Tech
11.2018 - 12.2018
Masters in Business Administration -
Vels Institute of Science Technology & Advanced Studies
B E - Petroleum
AMET University
HSC -
Kendriya Vidyalaya Sangathan