Shoaib Akhtar
Prayagraj
Summary
Dynamic finance professional with a proven track record at Kotak Mahindra Bank, specializing in asset management and client relations. Excelled in portfolio management and risk assessment, leveraging leadership and financial analysis skills. Achieved significant client satisfaction and portfolio growth, demonstrating exceptional problem-solving and public speaking abilities.
Overview
3
3
years of professional experience
Work History
Investment Relationship Manager
Kotak Mahindra Bank
Gurgaon
01.2024 - Current
- As an Investment Relationship Manager at Kotak Mahindra Bank, I help clients manage their assets and provide personalized advice to achieve their financial goals.
- With a strong finance background and a certification in investment banking, I use my knowledge of the market, financial analysis, and strategic planning to guide clients in making informed investment decisions.
- Financial market expertise.
- Maintain data in an Excel sheet.
- Portfolio Analysis and Management.
- Client relationship skills.
- Client onboarding and documentation.
- Business development skills.
- Wealth management.
- Analytical thinking.
- Handling HNI customer portfolios.
- Having strong relationships with clients.
- Convincing ability.
- Control on queries from HNI customers.
- Portfolio Management and Risk Assessment.
- Conducted regular client meetings to review performance of investments, discuss new opportunities and provide updates on the markets.
Corporate Agency Manager
Hdfclife
03.2023 - 01.2024
- Provided training sessions on company policies and procedures for employees.
- Delivered classroom sessions.
- Customer Relationship Management.
- Portfolio management on behalf of the customer.
- Customer needs analysis.
- Compliance and Ethical Standards.
- Strong knowledge of financial markets and products.
Operational Floor Manager
Flipkart
Gurgaon
09.2021 - 11.2021
- Manage all the inbound, outbound, and inventory.
- Resolving inventory management concerns.
- Proper allocation of required resources.
- Managed financial records related to budgeting, forecasting, and other accounting activities.
Education
Certified Investment Banking Operations - Securities and Derivatives, End to end Trade life cycle of Listed and OTC products, Functioning of Clearing and Settlement systems, AML/KYC, Asset Management, Risk Management, Corporate actions
07-2023
Masters of Business Administration - Finance, Marketing
08-2022
Bachelors of Commerce -
04-2020
12th -
04-2017
10th -
05-2015
Skills
- Leadership
- Public Speaking
- Problem Solving
- Decision Making
- Financial Analyst
- Assets Management
- Research activity
- Corporate action
Additionalqualificationscertifications
- Entrepreneurship Awareness Program, 12/20
- Investor Awareness Program, 01/21
- Advance MS Excel, 02/21
- Basic of financial market's
Personalwebsite
Shoaib-Blogs
Extracurricular Activities
Sports Captain in school
Projects
Study on TAX SAVING SCHEME, Different options for investment, Risk and Return of different instrument, How Can individual save tax, Investment in growth
Internship
Operational Floor Manager, Flipkart, 09/21 - 11/21, Manage all the Inbound, Outbound and Inventory, Resolving inventory management concerns, Proper allocation on required resource
Contact
Prayagraj, Uttar Pradesh 211002
Personal Information
- Father's Name: Khursheed Alam
- Date of Birth: 01/07/2000
certificate
Prayagraj, India,Prayagraj, India,Prayagraj, India,Noida, India,Delhi, India
Timeline
Investment Relationship Manager - Kotak Mahindra Bank
01.2024 - Current
Corporate Agency Manager - Hdfclife
03.2023 - 01.2024
Operational Floor Manager - Flipkart
09.2021 - 11.2021
Imarticus Learning - Certified Investment Banking Operations, Securities and Derivatives, End to end Trade life cycle of Listed and OTC products, Functioning of Clearing and Settlement systems, AML/KYC, Asset Management, Risk Management, Corporate actions
GL Bajaj Institute of Technology And Management - Masters of Business Administration, Finance, Marketing
Shaut's University - Bachelors of Commerce,
Erny Memorial Senior Secondery School - 12th,
Erny Memorial Senior Secondery School - 10th,
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