SYED ABDUL KHADER WASIF
Deputy Manager 2
Hyderabad,TELANGANA
Summary
Wealth management professional with comprehensive understanding of financial planning and investment advisory. Adept at developing tailored wealth strategies that enhance client satisfaction and loyalty. Focused on collaborative team efforts and achieving measurable results, adapting flexibly to evolving client needs. Known for exceptional communication and analytical skills, reliability, and client-centric approach.
Overview
8
8
years of professional experience
7
7
years of post-secondary education
Work History
Wealth Relationship Manager
Idfc First Bank Ltd
HYDERABAD
12.2023 - 02.2025
- Provided ongoing education to clients regarding complex investment concepts, increasing understanding and engagement levels.
- Leveraged extensive network of industry contacts to source new business leads and expand the firm's clientele base.
- Implemented robust processes to monitor account activity, quickly identifying discrepancies and addressing potential issues proactively.
- Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
- Secured referrals from existing clients through exceptional service delivery and relationship-building efforts.
Deputy Manager
AXIS BANK
12.2022 - 11.2023
- Handling the Team updating the CRM
- Improved team efficiency by streamlining processes and implementing innovative management strategies.
- Nri Mapped customers (UK)
- Dealing with Home Loan, Auto Loan, Life Insurance, General Insurance, Term Deposit, Remittance
- Achieved sales goals consistently, Providing Services to my Mapped customers by resolving their concerns and issues.
- Increased customer satisfaction levels by developing targeted strategies to address client concerns effectively.
Deputy Manager 1
ICICI BANK
HYDERABAD
05.2019 - 09.2022
- Worked with Retail/Nri Mapped customers
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Provided technical support to customers over the phone and via email, resulting in a X% customer satisfaction rate
- Handled customer phone calls with a positive attitude and provided accurate information
- Retail Products PL CC, Fixed deposit, PL, Credit Cards
- Nri Products Home Loan, Fixed deposit, Remittance.
- Provided comprehensive explanations of loan terms and conditions to clients, ensuring full understanding before finalizing agreements.
- Analyzed and verified applicant income, assets and credit history to support compliance with underwriting guidelines.
Manager Business Development
Ceasefire Industries Pvt Ltd
03.2017 - 11.2017
- Handling the Team updating the DMS daily
- Key Responsibilities Client Services Team
- Fire survey audit and renewal the extinguisher for refill, Annual Maintenance Contract & Training Vertical
- Classes of fire & Stages of Fire and Fire evacuation
- Live Demo, Certification & Handling refill sales
- Successfully implementing the selling skills through on field & off field
- Dealing with New Client and existing Client
- Dealing with New Customers in the market with self lead.
Education
MBA - Finance & Marketing
Shadan Institute of Management
06.2012 - 06.2014
B.COM (Gen) - Bachelor Of Commerce (General)
Jagruthi Degree college
06.2009 - 01.2012
Intermediate - Civics Economics Commerce (C.E.C)
Ratna Junior College
06.2007 - 05.2009
SSC - Board Of Secondary
School Aizza Hyderabad
01.2007 - undefined
Skills
Portfolio performance monitoring
Cash flow analysis
Client relationship building
Investment advisory
Alternative investments
Personal Information
- Gender: Male
- Marital Status: Single
Father's Name
SYED MUSHTAQ AHMED
Disclaimer
I consider myself familiar with my qualification aspects. I am also confident of my ability to work in a team.
Thanking you
Date:
Place: SYED ABDUL KHADER WASIF
Timeline
Wealth Relationship Manager
Idfc First Bank Ltd
12.2023 - 02.2025
Deputy Manager
AXIS BANK
12.2022 - 11.2023
Deputy Manager 1
ICICI BANK
05.2019 - 09.2022
Manager Business Development
Ceasefire Industries Pvt Ltd
03.2017 - 11.2017
MBA - Finance & Marketing
Shadan Institute of Management
06.2012 - 06.2014
B.COM (Gen) - Bachelor Of Commerce (General)
Jagruthi Degree college
06.2009 - 01.2012
Intermediate - Civics Economics Commerce (C.E.C)
Ratna Junior College
06.2007 - 05.2009
SSC - Board Of Secondary
School Aizza Hyderabad
01.2007 - undefined
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