SHAIK ABDUL RAZAK
Summary
Dynamic Wealth Manager with a proven track record at Purnartha Investment Advisers, adept at fostering long-term client relationships and delivering tailored investment strategies. Skilled in financial analysis and proficient in MS Office, I excel in driving revenue growth while ensuring exceptional client satisfaction through effective communication and problem-solving.
Overview
14
14
years of professional experience
Work History
Wealth Manager
Purnartha Investment Advisers Pvt Ltd
Hyderabad
04.2025 - Current
- Franchise acquisition and conducted regular portfolio reviews to ensure alignment with partner clients' goals.
- Managed acquisition strategies for diverse investment products and services.
- Developed long-term relationships with partner clients through regular meetings and reviews of their investments.
- Monitored performance of existing investments and recommended changes when necessary.
- Conducted financial analysis of Partner clients' portfolios to identify and recommend appropriate investment strategies.
- Communicated regularly with partner clients regarding any changes or updates in the status of their investments.
Privilege Relationship Manager
Nuvama Wealth and Investment ltd
11.2023 - 04.2025
- Franchise acquisition and registration process.
- Developed strong partner-client relationships to enhance trust and satisfaction.
- Provided financial insights to partner clients for informed decision-making.
- To provide support for franchisee businesses shifting. And revenue generation.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Resolved partner client inquiries promptly to maintain high service standards.
Franchise Acquisition Manager
Prabhudas Liladher Pvt Ltd
08.2022 - 11.2023
- Monitored all revenue sources for various departments.
- Franchises acquisition and registration process
- Promptly resolved all franchises questions and complaints
- Monitor franchise training about the back office and account opening process.
- To provide support for franchisee businesses shifting. And revenue generation.
- Managed acquisition strategies for diverse investment products and services.
Franchise Acquisition Manager
Anand Rathi Share and stock brokers ltd
04.2021 - 08.2022
- Franchises acquisition and registration process
- Managed acquisition strategies for diverse investment products and services.
- Monitor franchise training about the back office and account opening process.
- To provide support for franchisee businesses shifting. And revenue generation.
- Franchisee queries, Resolve, and Franchisee Servicing.
Assistant Manager
Motilal Oswal Financial Services Ltd
05.2015 - 03.2021
- Franchises acquisition and registration process
- To provide support for franchisee businesses shifting. And preparation of MIS reports.
- Monitor performance in achieving Key Performance Indicators (KPIs), and Mystery Visit targets.
- Evaluates individual team member performance on a continual basis and provides timely feedback.
- Franchise training is about the back office and account opening process, and conducting franchise training at the branch twice a month.
- Courtesy calling to the franchisee once a week, and all the MIS should be maintained.
- Promptly resolved all franchises questions and complaints
Sales Executive
HDFC BANK LTD
05.2012 - 04.2015
- Sales Retail agricultural loan and mortgage loans, cross selling banking products based on customer needs, Kisan Gold Card, Crop Loans etc.
- Informed customers about sales and promotion in a friendly and engaging manner.
- Display efficiency in gathering market and customers info to enable negotiations-regarding variations in prices, deliver and customer specifications to managers.
- Recommended and helped customers select merchandise based on their needs.
- Ensured internal communication was efficient throughout company; sales, marketing and customer support
Education
MBA - Marketing, Finance
Sri Rayalaseema University
Allagadda, Kurnool-Dt, A.P01.2012
Bachelor of Commerce - B.com Computers
Sri Krishna Devaraya University
Nandyal, Kurnool-Dt, A.P01.2010
Intermediate - CEC
Board of Intermediate
Nandyal, Kurnool-Dt, A.P01.2007
High School - SSC
Board of Secondary School Education
Nandyal, Kurnool-Dt, A.P01.2005
Skills
- MS Office
- Computer hardware
- PGDCA
- Tally ERP 9
Disclaimer
I hereby confirm and declare that the information furnished by me is true and correct to the best of my knowledge.
(Shaik Abdul Razak)
Timeline
Wealth Manager
Purnartha Investment Advisers Pvt Ltd
04.2025 - Current
Privilege Relationship Manager
Nuvama Wealth and Investment ltd
11.2023 - 04.2025
Franchise Acquisition Manager
Prabhudas Liladher Pvt Ltd
08.2022 - 11.2023
Franchise Acquisition Manager
Anand Rathi Share and stock brokers ltd
04.2021 - 08.2022
Assistant Manager
Motilal Oswal Financial Services Ltd
05.2015 - 03.2021
Sales Executive
HDFC BANK LTD
05.2012 - 04.2015
MBA - Marketing, Finance
Sri Rayalaseema University
Bachelor of Commerce - B.com Computers
Sri Krishna Devaraya University
Intermediate - CEC
Board of Intermediate
High School - SSC
Board of Secondary School Education