Mohd Faizan Shaikh

CEO

Mumbai, Maharashtra, India18 yrs 3 mos experience

Key Highlights

Expert in wealth management for high-net-worth clients.
Proven track record in managing large asset portfolios.
Strong leadership skills with team management experience.

Stackforce AI infers this person is a Wealth Management Professional with expertise in financial advisory and client relationship management.

Contact

Skills

Core Skills

Wealth ManagementFinancial AdvisoryClient Management

Other Skills

Team handlingMarket analysisClient interactionData reportingAccount managementCustomer serviceMarket surveyLeadership DevelopmentTeamworkProject ManagementEnglishMarketingCommunicationStrategyProblem Solving

About

CAREER OBJECTIVE As a Private Banker at Choice Wealth, I leverage my extensive experience in wealth management and financial advisory to provide tailored solutions for high-net-worth individuals & Corporates. I hold an Master in Commerce in Marketing & Finance from Sydenham College, demonstrating my commitment to continuous learning and professional development. My background in Commerce and financial planning enables me to analyze market trends and create strategic investment plans that align with clients' goals and risk tolerance. I am passionate about helping clients achieve their financial objectives and build long-term wealth

Experience

18 yrs 3 mos

Total Experience

2 yrs 6 mos

Average Tenure

7 mos

Current Experience

Choice wealth

Assistant Vice President

Oct 2025 – Present · 7 mos · South Mumbai, Maharashtra, India · On-site

Team handling of 10 employees.
 Handle as PAN INDIA HEAD for FIXED DEPOSIT.
 Handle 1000cr AUM for Key partner for Mumbai.
 Interacting with various type of Key Partner and their Client to solving their queries.
 Meeting with Key Partner and Client to offer the various product related to HDFC BANK.
 Informing about the promotional offer to clients.
 Attending the Corporate, Institute and UHNI/ HNI client, explaining all the wealth product specification in detail.
 Making Data bases of client and daily reporting of the business.
 Personally doing market survey for the Merchandising & Pricing of competitors.

Team handlingWealth managementFinancial advisoryMarket analysisClient interactionData reporting

Hdfc bank

DISTRIBUTOR MANAGER

Feb 2023 – Sep 2025 · 2 yrs 7 mos · South Mumbai, Maharashtra, India · Hybrid

▪ Team handling of 15 employees.
▪ Handle as DISTRIBUTOR MANAGER for FIXED DEPOSIT.
▪ Handle 1000cr AUM for Key partner for Mumbai.
▪ Interacting with various type of Key Partner and their Client to solving their queries.
▪ Meeting with Key Partner and Client to offer the various prod

Team handlingWealth managementClient interaction

Kotak securities

Cluster Manager

Dec 2021 – Feb 2023 · 1 yr 2 mos · Mumbai, Maharashtra, India · Hybrid

▪ Handling 2 Zonal Manager Along with 5 BSM of Sales Team.
▪ Attending the HNI client, explaining all the bank product specification in detail.
▪ Interacting with various type of client and solving their queries on the email and walk-ins.
▪ Informing about the promotional offer to clients.
▪ Making Data bases of client and daily reporting of the business.

Team handlingClient interactionData reportingClient management

Hdfc securities

Area Sales Manager

Feb 2019 – Dec 2021 · 2 yrs 10 mos · Mumbai · On-site

▪ Team handling of 10 employees.
▪ Handling Multinational MNC for salary account of Hdfc bank.
▪ Also Handle 7 to 8 branch of HDFC BANK
▪ Attending the HNI client, explaining all the bank product specification in detail.
▪ Interacting with various type of client and solving their queries on the email and walk-ins.
▪ Opening Corporate salary account for the clients.

Team handlingClient interactionClient management

Iifl (india infoline group)

Assistant Manager

Mar 2015 – Feb 2019 · 3 yrs 11 mos · Mumbai, Maharashtra, India · Hybrid

▪ Attending the client, explaining the product specification of various Stocks.
▪ Interacting with clients and solving their queries on the email and walk-ins.
▪ Opening new account for the clients.
▪ Informing about the promotional offer to clients.
▪ Personally calling the clients to give a perfect resolution.

Client interactionAccount managementClient management

Vodafone

Senior Customer Service Executive

Jun 2011 – Feb 2015 · 3 yrs 8 mos · Mumbai, Maharashtra, India · Hybrid

▪ Attending the Customers, explaining the product specification of Various Brands.
▪ Interacting with various type of Customer and solving their queries on the mail.
▪ Informing about the promotion to customer.
▪ Personally, calling the customer to give a perfect resolution.

Customer serviceClient interaction

Andromeda sales & distribution pvt ltd

Customer Service Associate

May 2008 – Oct 2010 · 2 yrs 5 mos · Mumbai, Maharashtra, India · On-site

▪ Calling the Customers, explaining the product specification of various Brands.
▪ Basically we deal with two products i.e. Life Insurance and General Insurance.
▪ Personally doing market survey on call for Merchandising & Pricing of competitors.

Customer serviceMarket survey