Mohammed Saqib Irshad

Mohammed Saqib Irshad

Senior Relationship Manager

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location of Mohammed Saqib IrshadBengaluru, Karnataka, India

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  • Timeline

  • About me

    Investment Counselor @ Motilal Oswal Financial Services Ltd | Senior Manager

  • Education

    • Bangalore University

      2007 - 2010
      Bachelor of Business Administration - BBA Marketing
    • University of Bedfordshire

      2011 - 2012
      Master's degree International Business
  • Experience

    • National Bank of Abu Dhabi

      Apr 2014 - Jun 2015
      Senior Relationship Manager
    • Commercial Bank International

      Jun 2015 - Nov 2016
      Personal Banker
    • Religare Broking Ltd

      Mar 2017 - Dec 2017
      Premier Relationship Manager
    • Motilal Oswal Financial Services Ltd

      Jan 2018 - Mar 2020
      Assistant Manager

      Trade and Sale of Equity, Commodity, Currency Trading & Demat accounts Mutual Funds, SIP and PMS. Revenue generation.

    • Kotak Mahindra Bank

      Mar 2020 - Sept 2022
      Deputy Manager

      Branch Banking, Relationship Management.Managing Retail Banking Relationship Value of Rs 50 Crore's

    • Axis Bank

      Sept 2022 - Sept 2023
      Manager - Priority Banking

      Managing and Providing financial solutions to High Net worth clients of the Branch with Relationship Value of Rs 50+ Crore's.

    • Motilal Oswal Financial Services Ltd

      Oct 2023 - now

      Investment Counselor - Wealth Manager Investment Products HNI and Ultra HNI Vertical Sales Manager - Retail Investments

      • Senior Manager - Investment Products

        Jul 2024 - now
      • Senior Manager

        Oct 2023 - Jun 2024
  • Licenses & Certifications

    • EUIN - Employee Unique Identification Number

      Association of Mutual Funds in India (AMFI)
      Nov 2021
    • IRDA (GENERAL AND LIFE)

      Insurance Regulatory and Development Authority of India
      Mar 2022
    • APMI

      Association of Portfolio Managers in India
      May 2024
    • MUTUAL FUNDS AND DISTRIBUTION (NISM V)

      National Institute of Securities Markets (NISM)
      Mar 2018
    • NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification

      National Institute of Securities Markets (NISM)
      May 2024
    • NISM Series VIII (Equities and Derivatives)

      National Institute of Securities Markets (NISM)
      Apr 2018