Mohd Adil Jan Naqvi

Sales Manager-

2000 followers

Delhi, India

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Timeline
Skills
Banking
Business Development
Business Strategy
Customer Relationship Management (CRM)
Equity Trading
Financial Analysis
Financial Planning
Insurance Planning
Investments
Leadership
Portfolio Management
Retirement Solutions
Risk Management
Sales & Marketing
Team Management
Wealth Management
About me
CFP Professional, and 15 +years of experience in banking and financial industry, NBFC...Currently Working with Reliance Securities Ltd .. handle the team of more than 12 peoples..... previously worked with Aditya Birla Finance Ltd and ICICI Securities Ltd.. Key Features : Team Management, Client Management, Compliance Management, Wealth management, Portfolio management and Employee Development management , Advisory and Need Base Financial Planning, Retirement planning, Tax Planning
Education
- Institute of Management Studies, roorkee
  -
  Master of Business Administration - MBA Marketing/ human resource
Experience
- Aditya Birla money mart Ltd
  Jan 2009 - Jul 2013
  Sales Manager-
- ICICI Securities
  Jul 2013 - Jul 2016
  Branch Manager
  branch manager, team leader, acquisition , need base Sales, wealth management, compliance management
- Aditya Birla Finance Limited
  Aug 2016 - Apr 2018
  Manager
  B2B , new partner acquisition, new client acquisition, wealth management,
- Reliancesmartmoney.com
  Apr 2018 - Jul 2023
  Financial Planning, Branch Management, Talent management, Responsible of P& L, Wealth management, Portfolio management, People management, Team leader, customer service, NEW client acquisition, Need base sales, leadership, Equity Advisory, Bond management, retirement planning, Insurance planning, Risk management, Compliance management working as a territory manager and look after the NCR region with a team of 10 RMs/KRMs
  - Branch Head
    Sept 2019 - Jul 2023
  - territory manager
    Apr 2018 - Aug 2019
- Anand Rathi Wealth Limited
  Aug 2023 - now
  AVP
  wealth Management
Licenses & Certifications
- Investment planning specialist
  FPSB Ltd. - India (LO)
  Feb 2022
- IRDA
  Insurance Institute of India
- Retirement and tax planning specialist
  FPSB Ltd. - India (LO)
  Feb 2022
- NISM VA mutual fund
  National Institute of Securities Markets (NISM)
  Jun 2023
- Certified Financial Planner (CFP)
  FPSB India
  Sept 2022
- Risk and estate planning specialist
  FPSB Ltd. - India (LO)
  Feb 2022