UK MBA with 8yrs experience in Private Banking, Wealth Management

FAREED AHMAD

***, ********, ** ******, ***** Amrit Shakti, Andheri East, Mumbai - 400072

Ph: +91-773******* ● Email: *******@*****.***

Wealth Management/ Private Banking

A management professional with 8 years of experience in the Private Banking Industry. Proven ability to identify customer needs and match them to the best banking products and services. Excellent product knowledge with advanced problem resolution and relationship management skills. Persuasive leader with known for responsiveness as a client advocate in international markets. Associated with top banking firms like UBS AG, London & Citibank N.A, London. Extensive experience in Private Banking and developed clientele across the globe, mainly from Belgium, Dubai, London and India.

Areas of Expertise

People Management | Client Relationship Management |

Revenue Generation | Training & Development | Team Management | Leadership Acumen |

Presentation Skills | Sales | Key Account Management |

PROFESSIONAL OUTLINE

ARS Financial Solutions Ltd October 2011 -

Partner, Entrepreneur

We provide Funding Solutions to Corporates, High Networth Individuals etc.

For Individuals & For Non-Individuals & High Networth Individuals

Personal Loans , Auto Loans, Home Loans and take-over of an existing Home Loan. Loan Against Property (LAP), Unsecured Finance/Business Loans, Loan against Rent Receivables, Loan Against Securities (LAS), Overdraft / Cash Credit (Fund based) Facilities (Non Fund Base), Inter Corporate Deposits: (Lending & Borrowing)

Financial Planning

Our solutions range from assessing current financial position to investment and tax planning including retirement (and other goals) and estate planning.

Edelweiss Capital Ltd, India Sept 2010 till Oct 2011

Assistant Vice President, Financial Advisor

Work Outline

Served as a Financial Advisor on the Wealth Team.

Focused on acquisition of new business, focused on the Resident Indian and the NRI’s from the GCC.

Net New Money was $80 Million. Revenue done in the first year was $500K.

About 70%-80% book was from the GCC.

UBS AG, London, United Kingdom Sept 2006 till Sept 2010

Associate Director, UBS Wealth Management

Work Outline

Serviced and managed a book in excess of GBP 50 Million between 25-30 key and high net worth clients.

Served as the Desk Coordinator for the Client Advisor Assistants in India Team

Made key proposals for key and high net worth clients

Worked in close co-ordination with other team members in identifying investment and revenue generating opportunities

Undertook foreign exchange and stock market transactions; managed alternative investments such as Private Equity and Hedge Funds

Conducted research and identified markets for business expansion

Worked on various projects to improve Service Delivery

Worked closely with the business and compliance leadership to develop, maintain and enhance compliance programs across the desk

Have an in-depth knowledge of anti-money laundering compliance requirements for the business, including all aspects of terrorist financing; provide guidance on KYC and monitoring issues; implement required anti-terrorist measures; develop expertise in data protection / confidentiality issues and anti-corruption initiatives.

One of the most important responsibilities included oversight and review of the business areas’ AML/KYC policies, procedures and intelligent transaction monitoring systems

Key Accomplishments

Worked closely with the Senior Client Advisor, we brought in net new money of CHF 200 Million and generated revenues of USD 1.5 - 2 million each year

Organised a Mentorship Programme including training for new recruits and ensured integration of new assistants and advisors

Citibank N.A. London, United Kingdom Feb 2004 – Sept 2006

Senior Client Advisor Assistant - UK Team (Citigold Wealth Management)

Work Outline

Serviced a book of USD 100 Million along with the client advisor and provided complete solutions to clients for effective client management

Set up credit facilities and worked in close coordination with the credit team

Ensured smooth processing and settlement of investments like structured products and FX

Liaised with Operations Desks in London/Chennai, Treasury (London Booking Centre/Mumbai Booking Centre), Treasury operations, Funds Transfer Department

Key Accomplishments

Brought in 21 new accounts and helped the Relationship Manager to generate a business of USD 5 Million (that was the highest ever business done by an Sales Assistant in that year)

Worked closely with the Relationship Manager, who achieved the highest revenue crossing USD 1.5 Million threshold managing a book of USD 100 million (2004 & 2005)

ACADEMIC CREDENTIALS

Masters in Business Administration 2002 – 2003

University of Kent (United Kingdom)

Bachelors in Commerce 1999 – 2002

Kanpur University (India)

H.S.C, ICSE & ISC (O Levels & A Levels respectively) 1989 –1999

Sherwood College (Nainital, India)

Computer Skills

Hands on experience on using Bloomberg

Literate in Microsoft Office applications including Word, Excel, PowerPoint and Excel

TRAININGS

Bloomberg Essentials DCD's and FX Hedging

Hedge Funds Swiss Quality Desk Briefing

Client Solutions - Wealth Planning Global Wealth Mgt & Business Banking Risk Compliance Skills Reviews Global Asset Management Overview

Operational Risk Real Estate

Transaction Products & FX Know Your Clients Standards

Cash & Bonds

ORGANISATIONAL ACTIVITIES

Keen involvement in the organisation of several utility events. Some of them are enlisted below:

Young Generation Summer Programme designed for client’s children

Various Bollywood events, Golf Events, sport events including Cricket, Wimbledon

Teambuilding activities like Paintballing

PERSONAL DETAILS

Date of Birth : 27th March 1981

Marital Status : Married

Nationality : Indian

Driving License : Indian Driving Licence

Languages : English, Hindi, Urdu

Contact this candidate