Mohammad Zaidi

Mohammad Zaidi

Financial Analyst

Followers of Mohammad Zaidi548 followers
location of Mohammad ZaidiMumbai, Maharashtra, India

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  • Timeline

  • About me

    Assistant Manager - Personal Banker Classic

  • Education

    • St.Xaviers high school Mumbai

      1999 - 2012
    • Insurance regulatory and development authority of India

      2023 - 2026
      Certificate Insurance A
    • National Institute of Securities Markets (NISM)

      2021 - 2024
      Equity derivatives Capital markets A
    • Thakur College of Science & Commerce

      2016 - 2018
      Bachelor's investment management Capital markets, Equity research, financial management
    • University of Mumbai

      2016 - 2018
      Bachelor of Commerce - BCom investment management
    • Institute of Management Technology, Ghaziabad

      2021 -
      Postgraduate Degree Finance and Financial Management Services
  • Experience

    • Eclerx investment banking

      Jan 2022 - Jun 2022
      Financial Analyst
    • Eclerx

      Jan 2022 - Jul 2022

      Daily file savings, daily mail box scan for billing and brokerage, sending invoices to the counter party for settlement, reconciliations, setting up brokerage rates ,3 way reconciliations, payment confirmations. Back office operations, handling client Bank of Montreal

      • Financial Analyst

        Jan 2022 - Jul 2022
      • Financial Analyst

        Jan 2022 - Jun 2022
    • HDFC Bank

      Oct 2022 - now

      RBB-PersonalBanker-WelcomeDeskRetail branch banking, CASA,PASA,LI,GI,TI, Mutual funds, dealing with branch operations -BJR checking, dealing with home loans, personal loans, gold loans , client servicing as well ,etc.

      • Personal banker

        Dec 2023 - now
      • Service Manager

        Jul 2023 - Dec 2023
      • Management Trainee

        Oct 2022 - Aug 2023
  • Licenses & Certifications

    • PG Program in Management with IMT Ghaziabad

      Institute of Management Technology, Ghaziabad
      Nov 2022
      View certificate certificate
    • PG Program In Management Grade sheet

      Institute of Management Technology, Ghaziabad
      Nov 2022
      View certificate certificate
    • NISM Certifications

      National Institute of Securities Markets (NISM)
      May 2024
      View certificate certificate