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Md Saifuddin, Wealth Manager

Md Saifuddin

Wealth Manager

ICICI Bank Ltd

Location
India
Education
Master's degree, Banking & Finance
Experience
14 years, 11 Months

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Work Experience

Total years of experience :14 years, 11 Months

Wealth Manager at ICICI Bank Ltd
  • India - Kolkata
  • My current job since May 2012

* Managing portfolios of 150 HNI clients with a minimum
portfolio size of INR 2.5 million.

* Conducting risk profiling of all mapped clients for better
advisory on investment needs.

* Responsible for increasing CA / SA / TD and Investment
AUM’s for these households.

* Responsible for acquiring new clients. Managing Corporate \
Clients and advise them on Trade, Foreign Exchange and
Assets.

Assistant Team Leader at BNKe Solutions Pvt Ltd
  • India - Kolkata
  • March 2011 to July 2011
Team Leader at Xplore-Tech Services Pvt Ltd
  • India - Kolkata
  • March 2008 to July 2010

Education

Master's degree, Banking & Finance
  • at Manipal University
  • May 2012

Specialties & Skills

Customer Service
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Wealth Management
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Investment Advisory
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Financial Advisory
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Retail Banking
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Investments/Financial Market Knowledge
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Excellent Communication and Negotiation Skills
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Strong listening skills
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Excellent Analytical and Problem Solving Skill
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Excellent Analytical and Problem Solving Skill
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Strong selling and presentation skills regarding Wealth / Insurance & Investment solutions
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Strong Interpersonal Skills
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Languages

English
Expert
Hindi
Expert
Urdu
Expert

Training and Certifications

Certified Associate of Indian Institute of Banker (Certificate)
Date Attended:
May 2013
Valid Until:
January 9999
IRDA IC 33 (Specified person for Selling Life Insurance (Certificate)
Date Attended:
May 2013
Valid Until:
April 2016
IRDA IC 34 (Specified person for Selling General Insurance) (Certificate)
Date Attended:
November 2015
Valid Until:
April 2016
NISM Series V-A: Mutual Fund Distributors Certification (Certificate)
Date Attended:
February 2015
Valid Until:
January 2018
Junior Associate of Indian Institute of Banker (Certificate)
Date Attended:
November 2012
Valid Until:
January 9999

Hobbies

  • Reading Books, Cooking