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Shahzad Alam, Wealth Manager / Equity Advisor

Shahzad Alam

Wealth Manager / Equity Advisor·Nuvama Wealth (Franchisee)

India

Master's degree, Finance and marketing

Work experience

Total years of experience: 11 years, 7 months

Wealth Manager / Equity Advisor

October 2020 - Present

Nuvama Wealth (Franchisee)

Bengaluru, India

October 2020 - Present

I want to relocate.
having MBA degree in finance and marketing, as per my education i am looking the job. my experience in banking and stock broking company, but i will be ok to change the department if required but it should be as per my qualification.
please contact me if i am fit for the vacancy.
Company industry:
Banking

Manager (Grade M3)

January 2020 - October 2020

Kotak Mahindra Bank Ltd.

Bengaluru, India

January 2020 - October 2020

• Led a team of Deputy Managers in Retail Banking focused on the
acquisition of CASA, Demat accounts, and Insurance.
• Oversaw the retention and growth of existing high-value portfolios
through personalized banking services.
Company industry:
Banking

Relationship Manager

December 2017 - January 2020

Reliance Securities Ltd.

Bengaluru, India

December 2017 - January 2020

• Acquired and managed a robust portfolio of HNI clients, focusing on
Demat, PMS, and Private Equity.
• Consistently achieved monthly sales targets for MLDs and Insurance
through aggressive networking.
Company industry:
Financial Services

Area Sales Manager

January 2016 - November 2017

HDFC Securities (HDFC Bank Ltd.)

Bengaluru, India

January 2016 - November 2017

• Directed a sales team of 13 officers, driving performance in Demat,
Savings, and Current account acquisitions.
• Developed regional sales strategies that significantly increased the
penetration of Mutual Funds and Insurance products.
Company industry:
Financial Services

Junior Associate (Relationship Manager)

January 2015 - January 2016

Edelweiss Finance Ltd.

Bengaluru, India

January 2015 - January 2016

• Selected via Campus Placement to handle ESOP funding and Demat
account acquisitions.
Company industry:
Financial Services

Finance Intern

January 2014 - January 2014

Sadeer Trading and Contracting Co,

Al Kuwait, Kuwait

January 2014 - January 2014

• Managed bank reconciliation statements and prepared supplier telex
transfers for international banking.
Company industry:
Construction & Building

Education

Jain University

January 2015

January 2015

Master's degree, Finance and marketing

India

Skills

Accounting
Intermediate
Accounting
Intermediate
Management
Intermediate
Management
Intermediate
Administration
Intermediate
Administration
Intermediate
Finance
Intermediate
Finance
Intermediate
ASSET MANAGEMENT
Intermediate
ASSET MANAGEMENT
Intermediate
EQUITY MARKETS
Intermediate
EQUITY MARKETS
Intermediate
FINANCIAL PLANNING
Intermediate
FINANCIAL PLANNING
Intermediate
FINANCIAL SERVICES
Intermediate
FINANCIAL SERVICES
Intermediate
KNOWLEDGE MANAGEMENT
Intermediate
KNOWLEDGE MANAGEMENT
Intermediate
MASTER OF BUSINESS ADMINISTRATION MBA
Intermediate
MASTER OF BUSINESS ADMINISTRATION MBA
Intermediate
MUTUAL FUNDS
Intermediate
MUTUAL FUNDS
Intermediate
REVENUE ANALYSIS
Intermediate
REVENUE ANALYSIS
Intermediate
SALES
Intermediate
SALES
Intermediate
WEALTH MANAGEMENT
Intermediate
WEALTH MANAGEMENT
Intermediate

Languages

English

Intermediate

Hindi

Expert

Urdu

Expert

Training and Certifications

Certifications
NISM Series V-A: Mutual Fund Distributors Certification

Hobbies and interests

paryer