Shameer Mohamed
Chennai
Summary
Results-driven professional with diverse expertise in financial services, education, and livestock farming. Proven track record in financial planning, risk management, and portfolio optimization. Experienced in tutoring, mentoring, and farm management. now offering career guidance services to help others achieve their goals.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Financial Advisor
AMFI Registered Mutual Fund Distributor
Chennai
08.2016 - Current
- Developed financial plans and strategies tailored to clients' individual needs.
- Provided advice on tax-advantaged investment opportunities.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
- Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
Business Development Manager
Geojit BNP Paribas Financial Services Ltd
Chennai
08.2012 - 08.2016
- Developed and executed business growth strategies to expand market share.
- Identified and pursued new business opportunities through networking, referrals, and market research.
- Collaborated with internal teams (sales, marketing, and online products) to drive business growth.
- Conducted classroom sessions, workshops, webinars, and online training sessions.
Business Development Executive
Metlife Qatar
Doha
06.2010 - 06.2012
- Developed and presented customized insurance solutions to meet clients' requirements.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Achieved sales targets and expanded business through referrals and networking.
- Developed appropriate quotes based on risk information.
Branch Manager
Geojit BNP Paribas Financial Services Ltd
Chennai
03.2008 - 03.2010
- Managed a team of Financial Advisors, Relationship Managers, and Support Staff.
- Achieved business growth through sales of equity, derivatives, mutual funds, and other financial products.
- Developed and implemented business strategies to increase market share and revenue.
- Conducted training sessions for employees on products, processes, and regulatory updates.
- Conducted financial literacy sessions in schools and colleges to promote financial awareness among students.
Educator
ICICI Securities Ltd
Chennai
01.2005 - 12.2007
- Training programs on financial markets, products, and regulations for employees.
- Conducted education sessions to empower customers with in-depth knowledge of the Equity Market (stocks, shares, and trading), Derivatives Markets (F&O and Commodity), and Investment Planning.
- Enabled customers to make informed investment decisions, manage risk, and achieve financial goals.
Process Trainer
DCS BPO Pvt Ltd
Chennai
01.2003 - 12.2004
- Trained existing and new employees on the software, resulting in an increase in productivity.
- Developed and implemented training programs, reducing process errors.
- Collaborated with software & Training departments to create standardized training materials.
Education
B.C.A (Bachelor of Computer Applications) - Computer Application With Accountancy
Mohamed Sathak College, Madras University
Chennai04-2003
MBA - Financial Management
University of Madras, Distance Education
ChennaiP G Diploma in Career Guidance For Executives (Online) - Career Guidance And Counseling
Bharathiar University
CoimbatoreSkills
- Stock market expertise
- Mutual funds Specialist
- Retirement planning
- Financial Advising
- Presentation and Training
- Tutoring and mentoring
- Farm management and operations
- Career guidance
Certification
- Depository Operations Certification Examination
- Securities Operations and Risk Management Certification Examination
- Mutual Fund Distributors Certification Examination
- Equity Derivatives Certification Examination
- Investment Adviser (Level 1) Certification Examination.
- Financial Education Certification Examination
- Currency Derivatives Certification Examination
- AMFI Registered Mutual Fund Distributor, ARN Code: ARN-116164, EUIN: E173300
Languages
Malayalam
First Language
English
Upper Intermediate (B2)
B2
Tamil
Intermediate (B1)
B1
Hindi
Beginner
A1
Arabic
Beginner
A1
TUTORING EXPERIENCE
- Tutored students after school and college, creating customized lesson plans.
- Improved academic performance through targeted support.
- Mentored students in study skills, time management, and test preparation.
HOBBIES/INTERESTS
- Managed family farm, overseeing livestock care and dairy operations.
- Utilized traditional feed systems for sustainable livestock nutrition.
- Oversaw dairy operations, prioritizing hygiene and quality control to produce premium raw milk.
References
References available upon request.
Timeline
Financial Advisor
AMFI Registered Mutual Fund Distributor
08.2016 - Current
Business Development Manager
Geojit BNP Paribas Financial Services Ltd
08.2012 - 08.2016
Business Development Executive
Metlife Qatar
06.2010 - 06.2012
Branch Manager
Geojit BNP Paribas Financial Services Ltd
03.2008 - 03.2010
Educator
ICICI Securities Ltd
01.2005 - 12.2007
Process Trainer
DCS BPO Pvt Ltd
01.2003 - 12.2004
- Depository Operations Certification Examination
- Securities Operations and Risk Management Certification Examination
- Mutual Fund Distributors Certification Examination
- Equity Derivatives Certification Examination
- Investment Adviser (Level 1) Certification Examination.
- Financial Education Certification Examination
- Currency Derivatives Certification Examination
- AMFI Registered Mutual Fund Distributor, ARN Code: ARN-116164, EUIN: E173300
B.C.A (Bachelor of Computer Applications) - Computer Application With Accountancy
Mohamed Sathak College, Madras University
MBA - Financial Management
University of Madras, Distance Education
P G Diploma in Career Guidance For Executives (Online) - Career Guidance And Counseling
Bharathiar University
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