MS SHABANA SAJID MIRZA
Navjeevan CHS ***/52, PMGP Colony, Mankhurd-West,
To Seek a Long-term career through creative contribution in all areas of work with a professional organization, To be successful in life, for achieving success I believe in 3D’s i.e.: Discipline, Dedication and Determination. ACADEMIC QUALIFICATION:
MMS/MBA ( Finance ) from YMT College of Management in 2012.
BA ( Economics ) from Modern College of Arts Commerce & Science in 2008.
HSC from Modern College of Arts Commerce & Science in 2005.
SSC from Awami Girls High School in 2003.
Organization: AS Capital Managament Services
Designation : Financial Advisor
Tenure : September 2017 To Present
Acquisition & managing High Net Worth / Ultra High Net Worth customers.
Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services like Mutual Funds, Insurance or PMS etc.
Develop and maintain strong liaisons with the clients for repeat business or referrals.
Ensure highest levels of customer service to these HNI customers.
Organization: Baroda Pioneer Asset Management Company Ltd Designation : Business Associate
( IFAs, SMEs & Banking Channels ) South Mumbai
Tenure : May 2012 To Sept 2017
Achieved an AUM in high margin products as per the targets.
Achieved the SIP quarterly trigger as per the targets assigned by the National Head.
100% Achievement of sales targets inclusive of high margin and low margin products allocated for the market.
Developed and maintained business by selling all products of the AMC through different channels including IFAs, SMEs, Multiple Banks and Direct Channels.
Established the broad base in the distribution network.
Conducted regular 7 to 8 visits to all the distribution branches, corporate and IFAs.
Conducted regular training for the distributor staffs and IFAs related to AMC products.
Planned and carried out effective distributor engagement activities within the market and local areas.
Developed sales and marketing support tools required to the distributors.
Worked closely with the Operations & Compliance team to ensure Internal Compliance Standards are met in every sale done through the distributors.
Advised distributors the suitable funds as per their customer needs. Ensured the highest levels of services to the distributors. Team Management
Managed the Team of Sales personnel to achieve the allocated AUM targets through them
Ensured Sales Team is adequately trained and competent to perform their tasks.
Monitored the progress made by each member and give timely feedback so as to enable team members accomplish desired results.
Formulated and Implemented the internal and external training programs for Sales officers and the distributors.
Organization: Spanco BPO Service Ltd
Designation : Customer Service Associate
Tenure : September 2008 To August 2010
Worked in the Loan Department of Citi Finance as a CSA.
Rescheduled the Loan Installment Amount and Tenure in system on the demand of customers.
Commended by my Team leader, Assistant Manager & Regional Manager for Consistently Meeting and Exceeding All Productivity and Quality Requirements.
Successfully completed DIPLOMA IN OFFICE AUTOMATION from CDAC
(GOVT.) in Aug 2004.
NCFM & NISM CERTIFICATIONS:
NCFM CMDM (Capital Market Dealer Module) Passed with 57% in 2015.
NISM Series-V A Mutual Fund Distributors Certification Examination Passed with 68% in 2016.
EQUITY RESEARCH WORKSHOP CERTIFICATION:
Economy, Industry & Company Analysis, Built Revenue & Cost Models, Projected Financials & Implemented Various Valuation Techniques Using Microsoft Excel.
I have done my 2 Months Summer Internship Project on “The Systematic Investment Plan Of Reliance Mutual Fund” in Nirmal Bang Securities Ltd.
I have done my Capstone Project on “Awareness About The Derivative & Its Comparison With Equity” in duration of 8 Months.
Excellent customer service, communications, and interpersonal skills.
Aptitude for learning new tasks and concepts quickly.
Excellent time management skills.
Date of Birth : March 17, 1986.
Gender : Female.
Nationality : Indian.
Passport No. : J1659548
Languages : English, Hindi, Urdu, Marathi & Arabic ( only read & write) Interests : Reading, Listening to music, Watching TV, Travelling, Internet Surfing and Hiking.
I do hereby declare that all the statements are made in these resume are true and correct to the best of my knowledge and belief.
Date: / / .
(Shabana S. Mirza)