Sayyeda Shaikh
Mumbai
Summary
Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Deputy Manager
HDFC Securities Limited
Mumbai
02.2022 - Current
- Established strong client relationships to drive business development.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Confirmation of trade issues and executions.
- Profiling Clients, Suggesting financial products such as General Insurances, Life Insurance, corporate FDs, Bonds, mutual funds Investment plan to meet customer needs as per their risk appetite.
- Confirmation of trade issues and executions.
Senior Relationship Manager
Axis Securities Limited
Mumbai
08.2021 - 02.2022
Relationship Manager
India Infoline Finance Limited
Mumbai
07.2020 - 08.2021
Relationship Manager
HDFC Securities Limited
Mumbai
05.2018 - 04.2020
Education
Post Graduation in Economics -
S. K. Somaiya Degree College of Arts, Science &Com
05.2017
Graduation in Economics -
K. J. Somaiya College Of Arts And Commerce
05.2015
Skills
- Customer Service
- Business Development
- Portfolio Growth
- Customer Portfolio Management
Certification
- NISM Certified - Currency Derivatives Module I ( April, 2024)
- NISM Certified - Equity Derivatives Module VIII (April, 2021)
- NISM Certified - Mutual fund module V ( August 2021)
- IRDA Certificate - ( April 2022)
- Diploma in Financial accounting Tally ERP. 9
- Diploma in Computer Operations.
- MSCIT passed the examination with 98%.
Timeline
Deputy Manager
HDFC Securities Limited
02.2022 - Current
Senior Relationship Manager
Axis Securities Limited
08.2021 - 02.2022
Relationship Manager
India Infoline Finance Limited
07.2020 - 08.2021
Relationship Manager
HDFC Securities Limited
05.2018 - 04.2020
Post Graduation in Economics -
S. K. Somaiya Degree College of Arts, Science &Com
Graduation in Economics -
K. J. Somaiya College Of Arts And Commerce
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