Abdul Quddus Khan, CFP

Experience

• 

  Standard Chartered Finance Ltd

  Jul 2004 - Nov 2005

  Sales Associate

  Primary sales responsibility was to source Gold, Classic, Marathon, Air Sahara and Manhattan Credit Cards and Charged Cards from profiled clients, working aggressively on retention base. The job also included conducting group sale activities at Top Indian & MNC companies. Used to deal in corporate sector, Retail sector and handling pre-approved programs launched by the bank

• 

  Indiabulls Securities Ltd.

  Jan 2006 - Jul 2006

  Bussiness Development Manager

  Used to Manage a team of 10 onrolls employees and the sole responsibility towards sourcing of online Demat & Trading Accounts.Driving sales initiatives, sales projection, target setting and managing front line sales team to achieve the business goals with profitability.Co-ordinate with sales team responsible for preparing daily sales MIS & reporting the same to branch managerAccompanying team members on joint calls to train them on products and service quality

• 

  HSBC

  Aug 2006 - Jul 2010

  • Senior Financial Planning Manager

    Jul 2009 - Jul 2010

  • Financial Planning Manager

    Jun 2008 - Jul 2009

  • Assistant Manager- Retail Asset & Cards

    Aug 2006 - May 2008
• 

  HSBC Retail Banking and Wealth Management

  Dec 2010 - Feb 2017

  Responsible for growing and nurturing HSBC Premier relationships (The HNI & Ultra HNI segments of customers) and achieve business targets as in accordance with the business plan. To ensure high quality customer service is provided to the customers in line with Global Premier service standard. Handle HSBC Premier Relationships (the HNI segment of the Bank customer base) .Manage and nurture relationships with HNWI customers of the Bank with focus on providing Retail Banking and wealth management solutions.

  • Vice President

    Aug 2015 - Feb 2017

  • Associate Vice President

    Dec 2010 - Sept 2015
• 

  ICICI Securities

  Mar 2017 - Oct 2022

  My role is accountable for client growth, relationships strength, building AUM and overall performance of the assigned accounts. Key responsibilities:> Plans accounts strategy for long-term profitable growth and deepen client relationships.> Leverage strong I-Sec domain knowledge in across asset classes and in the BFSI industry to understand customer’s investments need and aspirations and design a comprehensive road map.> cultivates long-term client relationships and to be a trusted advisor to the client.> builds and manages relationships across various client groups, individual , HNI/UHNI and non individuals/ business and corporate accounts.> Creates investments and business opportunities for clients in multiple ways. > Delivers long term strategy and goals of the organisations.> Manages and overall P&L and health of the engagements in the portfolio of the accounts and to ensure customer satisfaction. Show less

  • Client Partner

    May 2021 - Oct 2022

  • Senior Private Banker

    Mar 2017 - Oct 2022
• 

  ICICIdirect Securities

  Oct 2022 - Jan 2024

  Client Partner & Team Head
• 

  Spark PWM Private Limited

  Jan 2024 - now

  Senior Vice President