Salique Izaz Ahmed
Cuttack
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Executive
Stock Holding Corporation Of India Ltd
10.2016 - Current
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Advised clients on investments, retirement and estate planning.
- Oversaw equity, IPO, and derivatives trades.
- Promoted and managed key HNI accounts through direct communication with clients and advising on stock opportunities and market trends.
Education
MBA - Finance and Marketing
Biju Patnaik University of Technology
Bhubaneswar06.2014
Bachelor in Commerce - Accounting Honours
Utkal University
06.2011
Skills
- Client Relationship Building
- Portfolio Management
- Investment Advisory
- Continuous Learning Attitude
- Sales expertise
- Problem-solving skills
- Retirement planning
Certification
- NISM Equity Derivatives
- Securities Operations and Risk Management
- Depository Operations and Mutual Fund
- Bombay Stock Exchange Basics of Technical and Fundamental Analysis
- CIEL - Center For Investment Education and Learning Wealth Management Basis
Accomplishments
- Branch Insurance Champion in the month of March 2019 and January 2020
- Zero Error in audit while processing 65 demat accounts in one week
Languages
English
Hindi
Odia
Timeline
Executive
Stock Holding Corporation Of India Ltd
10.2016 - Current
MBA - Finance and Marketing
Biju Patnaik University of Technology
Bachelor in Commerce - Accounting Honours
Utkal University
- NISM Equity Derivatives
- Securities Operations and Risk Management
- Depository Operations and Mutual Fund
- Bombay Stock Exchange Basics of Technical and Fundamental Analysis
- CIEL - Center For Investment Education and Learning Wealth Management Basis
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