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Sameer Shaik

Sameer Shaik

Senior Financial Service Manager.

Followers of Sameer Shaik272 followers
location of Sameer ShaikHyderabad, Telangana, India

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  • Timeline

  • About me

    Partner & Vice President at Cube Wealth| Ex- HDFC Bank, Yes Bank & ICICI Prudential

  • Education

    • Osmania University

      2008 - 2010
      Master of Business Administration - MBA Marketing/HR A

      Activities and Societies: Leading a team

  • Experience

    • ICICI Prudential Life Insurance Company Limited

      Oct 2010 - May 2014
      Senior Financial Service Manager.

      Working in ICICI BANK channel as a finanacial manager. Advising the customers about various investment plans and giving a feel good service to the customers.

    • YES BANK

      Jun 2014 - Jan 2018
      Manager

      As a Financial Advisor, I will be taking care of all banking needs of my customers, such as investments, Mutual funds, Life insurance, General Insurance, Health Insurance, Saving a\c, current a\c and all kinds of loans etc...along with the privilege service to the customers.

    • HDFC Bank

      Jan 2018 - Aug 2019
      Senior Manager

    • Cube Wealth

      Sept 2019 - now

      Qualified Wealth/Investment Advisor with 10+ years of experience in Banking and financial services.

      • Partner & Vice President - Revenues

        Jul 2022 - now

      • Vice President - Revenues

        Sept 2019 - Jun 2022

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      National Institute of Securities Markets (NISM)