Shahid Ul Islam Dar
Kupwāra
Summary
Results-driven Business Development Executive with expertise in market research and strategic marketing to support business growth. Skilled in KYC compliance , Equity , derivatives and mutual funds , client relationship management, facilitating client onboarding for various financial products. Managed business leads and client relationships across 35 business units in Jammu and Kashmir.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Associate Business Development Executive
J And K Bank Financial Services Ltd.
Srinagar
04.2019 - Current
- Cultivated client relationships to improve service delivery and drive business growth.
- Executed trades in equities and derivatives markets to maximize investment opportunities.
- Conducted market research to identify new business opportunities and trends.
- Collaborated with cross-functional teams to create strategic marketing initiatives.
- Onboarded clients for share trading, mutual funds, and gold ETFs while cross-selling CASA and credit card products.
- Executed KYC processes, managed digital onboarding, and provided tech support.
Education
Master Of Commerce - Advanced Banking And Finance
Savitribai Phule Pune University
PuneBachelor Of Commerce - Business Studies, Accounting, Financial Management
University Of Kashmir
SrinagarSkills
- Market research
- Equity and Derivatives
- Strategic marketing
- KYC compliance
- Digital onboarding
- Cross-selling techniques
- Client relationship management
- Data analysis
- Training and onboarding
- Teamwork and collaboration
Certification
- NISM Series XII: Securities Markets Foundation Certification Examination
- NISM Series VII: Securities Operations and Risk Management Certification Examination
- NISM-Series-V-B: Mutual Fund Foundation Certification Examination
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination
Accomplishments
- Certification for completing the workshop on Behavioral Finance by the American Academy of Financial Management.
- Award of Excellence for being TOP Performer in mass Demat onboarding.
- Certification for Mutual Fund distribution from Top Mutual fund houses like HDFC mutual Fund, ABSL MF, Bajaj Finserv Asset Management ltd, icici Prudential Mutual Fund and many more.
Timeline
Associate Business Development Executive
J And K Bank Financial Services Ltd.
04.2019 - Current
Master Of Commerce - Advanced Banking And Finance
Savitribai Phule Pune University
Bachelor Of Commerce - Business Studies, Accounting, Financial Management
University Of Kashmir