Amjad Shaikh - Fixed Deposits Advisor in Pimple saudagar, Pune

Amjad Shaikh - Fixed Deposits Distributors

Member since Jul 20, 2013

9765000701

moneystepscon@gmail.com

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AMJAD SHAIKH MoneySteps consultant ________________________________________ Mobile: 09765000701 ~ E-Mail: amjadshaikh17@gmail.com Looking for challenging opportunities as an independent consultant. Recommending right product as per client requirement. SYNOPIS Over 7 years of experience in Key Account Management, Portfolio Management, Advisory Services, Wealth Management, Client Relationship Management & Team Management. ? Presently started own venture as a MoneySteps consultant for finaincial prodcut. We are offering advisory services in Investment, Loans & real Estate. ? Presently offering loans services of Private sector banks via other DSA?s. ? Associated with few builders & top most HNI?s. ? Banking on last seven years of banknig network. ? Last assignment was with HDFC Bank, Pune as Relationship Manager ? Preferred Banking ? Last assignment with ICICI Bank, Pune as Wealth Manager ? Proven ability in tracking each instrument in client?s portfolio and suggesting changes as and when there is a significant trend reversal or deterioration in the company's performance. ? Well versed with all 6 steps of sales process like: Identifying Opportunities, Fact Finding, Determining the Solutions, Presenting Solutions, Application and Fulfillment. ? A professional with a proactive attitude, capable of thinking in and out of the box, generating new solutions / plans/ strategies, and ideas for clients. ? Determining each client's profile before deciding the ideal asset allocation. Acquired experience in interfacing with clients for rendering consultancy on insurance products and managing backend operations across assignments. ? Devising ?customized? risk management solutions and developing cost effective and foolproof insurance packages through negotiations and consultations. ? Proficient in managing sales operations, organizing promotional campaigns, building relationship with clients and achieving desired goals. ? Ability to support & sustain a positive work environment that fosters team performance with strong relationship management skills. AREAS OF EXPERTISE Key Account Management ? Initiating and developing relationships with key decision makers in target organisations for enhancing business development. ? Identifying prospective clients from various sectors, generating business from the existing, thereby achieving business targets. ? Evolving market segmentation & penetration strategies to achieve targets. Wealth Management ? Framing fee-based asset management strategies for individuals and business owners towards the accomplishment of their short term and long term goals. ? Providing individuals / HNI clients with financial services with a view to protect and transfer their wealth by solving complex needs about investments and insurance planning. ? Obtaining new business from high net worth marketplace by establishing strong internal partners and mobilizing investment from corporates. ? Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms. Portfolio Management / Investment Advisory Services ? Understanding customer requirement and suggesting a proper combination of various products to achieve customer goals. Advising clients on optimizing their risk management strategy as well as on risk retention & mitigation techniques. ? Mapping client?s requirements and providing expert advisory services pertaining to the selection of various insurance & financial products. Sales & Marketing ? Formulating competent business strategies to market a wide range of Banking Products and ensuring the attainment of set sales and profit targets. ? Cross selling of Asset products like HL, LAP, PL, Car Loans, Agri Loans and Business Banking Group. ? Analysing latest marketing trends and tracking competitors? activities and providing valuable inputs for fine tuning sales & marketing strategies. ? Handling the post service activities like follow up with the customers, service reminders and coordination with back end to support in providing timely handling of customer grievances for superior customer service. ? Running the promotional activities & accountable for increasing sales growth and driving sales initiatives in order to achieve business goals. ORGANIZATIONAL EXPERIENCES Dec?2011 to April 2013 HDFC BANK LTD Relationship Manager - Preferred * Managing the High Net Worth customers of the Bank * Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. * Profiling Customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the High Net Worth customers * Providing financial planning & Investment Advise * Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. * One point contact for all requirements of High Net Worth customers in the Branch * Acquisition & Servicing of High Net Worth customers *Completing all kind of operational work of HNI client. Work as per laid down process by Branch & Sales Audit Since Dec?2006 to Dec?2011 ICICI Bank Ltd., Pune Wealth Manager Wealth profile- Wealth Manager- Since December 2010 Wealth Profile ? Wealth Manager ? August 2008 to April 2010 BSM Profile- May 2010 to November 2010 ? Achieve CA Nos. and float target for the designated branch ? Achieve FD nos. and value target ? Ensure at least one FD in every NCA account within 60 days of account opening ? Balance Bucketing in his catchment ? accounts maintaining contracted balance should be greater than 80% ? Rejection control ? Ongoing training of JO/SE ? Recruitment of SE ? Branch staff activation on lead generation for CA. Attainments ? Initiated a standardized process at branch level to analyse key points in audit to attain maximum score on the same ? Streamlined the customer base in such a way that maximum productivity is accessible?product base vs customer base ? Successfully managing daily branch operations including opening and closing, budgeting and MIS, Branch OPEX, FOREX Transactions and Bill Maintenance, handling Deposit Accounts Maintenance, Account Interest Maintenance, Clearing, Cash Transactions, Remittances, TDS Maintenance, and Loans & Advances. HDFC Bank Limited: Team Leader, from August, 2005 to November, 2006. Attainments ? Sourcing, building and leading the team of capable and efficient sales officer to sell 'Corporate Salary Account' as a core product. ? Maintaining the level of results for other products available for cross-selling like Insurance, Mutual Fund, E-broking and D-mat. ? Provision for adequate data to maintain the consistency level high, as a team. ? Settling the transactions with key clients. ? Settling the customer disputes arising out of back end operations ? Maintaining relationships with all available channels of business. ACADEMIA Completed ?Bachelor in Management Studies? from Mumbai University by obtaining 66% in March, 2005. Passed H.S.C from Mumbai University by obtaining 69% in March, 2002. Passed S.S.C. From Maharashtra Board by obtaining 69% in March, 2000 PROFESSIONAL ENHANCEMENTS ? AMFI Certification (Advisors Module), 2008 ? IRDA Certification PERSONAL PARTICULARS Date of Birth : 17th December, 1984 Address : B4, Varun Park, Near IOC Petrol Pump, Pimple Saudagar, Pune-411027

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