SHEIKH ASIF
Pisoli
Summary
- Performance-driven and motivated individual with 13+ years of experience who excels at analyzing and developing detailed annual budgets, preparing monthly financial statements, and providing financial advice and support. Exceptionally organized with a track record that demonstrates creativity and initiatives to achieve set goals.
- Adept at assessing the financial needs of various clients and offering them banking and financial advisory services.
- Focused on applying knowledge of financial products and investment packages to offer to existing and new customers.
- Strong attention to detail, great communication skills, and well-developed teamwork abilities.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Wealth Manager
Torus Private Wealth
01.2025 - Current
- Develop and execute a comprehensive sales strategy to promote Fixed Income products and market data to potential clients of Torus.
- Cultivate and maintain strong relationships with existing clients, ensuring high levels of client satisfaction and retention.
- Identify new business opportunities and target prospective clients to expand our market presence.
- Collaborate closely with business teams of different verticals of Torus, educating them about Fixed Income products/market trends and delivering tailored solutions to their clients.
- Deliver persuasive presentations, workshops, seminars, and engage in consultative selling to showcase the value of our Fixed Income offerings.
- Keep abreast of competitors’ activities and market developments to make informed strategic decisions.
- Acquire clients for PMS, MIF, unlisted shares, NCD, MLD, and other Fixed Income products.
Senior Relationship Manager – Wealth
Right Horizons
10.2023 - 07.2024
- Provide financial solutions to wealth customers in line with their risk-reward expectations.
- Responsible for acquisition and maintaining relations with HNI & UHNI clients.
- Acquire clients for PMS, MF, AIF, insurance, bonds, and debentures.
- Increase customer wallet share by cross-selling investment banking products (structured) along with third-party investment products.
- Comply with KYC/SEBI rules, regulations, and legislation governing the financial industry.
Proprietor
Delta Investment and Financial Services
04.2018 - 09.2023
- Developed and implemented new and improved policies based on extensive research findings, increasing client engagement by 43%.
- Managed a team of 40+ individuals ranging from entry-level analysts to vice presidents, collaborating with business development and data analysis teams.
- Managed the business finance function to drive planning, governance, financial control, budgeting, commercial negotiations, and performance review aspects of the business.
- Collected, organized, and analyzed data from internal and external sources for use in criteria development, ratings, and research reports.
- Engaged and advised clients, identifying growth opportunities and ensuring quality delivery.
- Maintained AUM for clients, provided retirement planning, and delivered services through mutual funds.
- Analyzed credit risk in asset-backed securities by reviewing deal documents, legal documentation, and periodic data.
- Designed portfolio solutions to meet clients’ desired financial goals and milestones.
Branch Relationship Manager
Equitas Small Finance Bank
12.2016 - 03.2018
- Monitored and managed alignment with key performance commitments and risk management standards; consolidated data into regular, ad-hoc reports, and dashboards.
- Achieved efficiency and effectiveness by developing self-serve reporting tools utilizing previous and current deal data.
- Collaborated in the implementation of new ideas and improvements to existing processes.
- Managed portfolio of HNI clients and cross-sold other banking products.
- Monitored client requirements, identified prospective opportunities, and assisted in increasing revenue.
Personal Banker
HDFC Bank Ltd
10.2014 - 12.2016
- Reviewed customer needs and asset allocation, proactively engaging with customers to validate their needs.
- Managed client accounts.
- Ensured coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Acquired new customers through converting referral leads.
- Organized customer events to enhance customer bonding.
Teller Service Executive
Development Credit Bank
07.2013 - 10.2014
- Responsible for monthly business volumes and month-end budgets.
- Structured bundled offerings of products and services to customers within defined timelines.
- Followed up for timely payment of interest and principal.
Assistant Acquisition Manager
Kotak Mahindra Bank Ltd
07.2011 - 07.2013
- Built relationships by cross-selling Demat Trading A/c and insurance to existing customers.
- Increased liabilities of relationship size via CASA balances in accounts of existing and new customers.
- Generated leads for all asset products of the bank.
Senior Sales Officer - Direct Sales Department
HDFC Bank Ltd
09.2009 - 07.2011
- Handled a team of sales force towards the achievement of sales targets.
- Maintained the profitability of relationships through CASA balances, activation, and value-based funding in existing relationships.
Education
MBA - Financial Management/ Marketing Management
ISBM University
01.2019
Bachelor's of Science -
Pt. Ravishankar Shukla University
C.G.01.2010
10+2 - Science
Kanya Vidyalya
Durg, C.G.01.2003
Skills
- Financial Modeling and Valuation Analysis
- Cash flow projection
- Business Strategic Management
- Variance and Trend Analysis
- Contribution and Profit Analysis
- Systems and Procedure Development
- Statutory Financial Reporting
- Excel VBA for Finance
- MS-Office (Excel, Word, PowerPoint)
- External Financial Reporting
- Business Planning and Budgeting
- Internal Audit and Risk Analysis
- Product and Service Costing
- SQL
- Tableau
- PowerBI
Certification
- Financial Planning & Wealth Management (FPWM), Corporate Finance Institute, 12/22
- Environmental Social & Governance (ESG), Corporate Finance Institute, 12/22
- FMVA (Financial Modeling & Valuation Analyst) Certification, Corporate Finance Institute, 07/22
- Certified in Business Strategic Management, IIM Bangalore, 05/21
- Participation in Debt Program, Centre for Investment Education and Learning, 10/20
Languages
- English
- Hindi
Personal Information
- Date of Birth: 12/23/84
- Nationality: Indian
Timeline
Wealth Manager
Torus Private Wealth
01.2025 - Current
Senior Relationship Manager – Wealth
Right Horizons
10.2023 - 07.2024
Proprietor
Delta Investment and Financial Services
04.2018 - 09.2023
Branch Relationship Manager
Equitas Small Finance Bank
12.2016 - 03.2018
Personal Banker
HDFC Bank Ltd
10.2014 - 12.2016
Teller Service Executive
Development Credit Bank
07.2013 - 10.2014
Assistant Acquisition Manager
Kotak Mahindra Bank Ltd
07.2011 - 07.2013
Senior Sales Officer - Direct Sales Department
HDFC Bank Ltd
09.2009 - 07.2011
MBA - Financial Management/ Marketing Management
ISBM University
Bachelor's of Science -
Pt. Ravishankar Shukla University
10+2 - Science
Kanya Vidyalya