Senior Consultant
Infosys Limited
Total years of experience :20 years, 0 Months
Interacting with banking clients of Infosys in banking domain projects
Managing relationship with the Bank’s Priority customers
Offering investment products including open platform global mutual funds (Sunlife), structured notes, bonds, sukuks and insurance products
Handling institutional clients, Family Offices, local and expatriate High Net worth clients
Offering investment products based on risk profile
Product range includes global mutual funds (equity, debt, commodity), structured notes, Bonds- Foreign currency convertible bonds, plain vanilla bonds, perpetuals, private equity funds, real estate funds and managed futures strategy funds
Advising investment solutions to Non-Resident Indian (NRI) clients and NRI owned businesses. Product range includes global mutual funds, capital guaranteed products (Old Mutual), structured notes, Fixed Maturity Plans, regular investment plans (Zurich) and India mutual funds.
Part of team involved in setting up NRI business in India. Acquiring and managing relationships with high networth Non-Resident Indian (NRI) Clients. Achieving revenue targets through sale of Mutual Funds, Insurance and Deposits.
Responsibilities included client interactions, gathering high level requirements from the client organizations and communicating the same to the development team.
Visited client banks in Saudi Arabia (Arab National Bank) and Russia (UralSib Bank) and studied their current processes. Recommended new processes based on the Infosys banking software application (Finacle) and Best Banking practices prevalent in other parts of the world.
Handled an offshore team of software developers for an e-banking project for ANZ Bank, Australia.
Acquiring and servicing Private Banking Clients. Achieving revenue targets through sale of Mutual Funds, Insurance, Bonds and Equity Advisory services to the existing client base as well as new clients.
Managing sales of Third Party Products, viz. Mutual Funds, Insurance and RBI Bonds through Branches of the Bank at a Cluster level. Acquiring clients for fee-based equity advisory services and managing the relationship with these High-Networth clients.
Passed Chartered Financial Analyst (CFA) Level III exam held in June 2014 and conducted by CFA Institute, USA
A correspondence course consisting of five modules covering various aspects of Islamic Banking, including Islamic Insurance.
Completed 2-year MBA (Post Graduate Diploma in Business Management) from Management Development Institute, Gurgaon (MDI, Gurgaon). MDI has been consistently ranked among top 10 Institutes of India in various surveys.
Acquired a Certificate in European Business in a 4 month Exchange Program during MBA. It was a highly enriching experience. During this period, I was exposed to various cultures and got a view of the business environment of Europe.
Completed Bachelor of Technology in Mechanical Engineering., a 4 year course from Aligarh Muslim University, a world renowned University.