MOHAMMED HISHAM

CEO

Kochi, Kerala, India14 yrs 6 mos experience

Highly Stable

Key Highlights

Over 14 years of experience in wealth management.
Expert in managing High-Net-Worth Individuals and Family Offices.
Strong relationship-driven approach to client advisory.

Stackforce AI infers this person is a Wealth Management and Private Banking expert with extensive experience in client relationship management.

Contact

Skills

Core Skills

Wealth ManagementInvestment AdvisoryPrivate Banking

Other Skills

Financial PlanningPortfolio Performance AnalysisFinancial AdvisoryMutual FundsPortfolio ManagementRetirement PlanningInvestment ManagementTeam ManagementPresentation SkillsInvestment AnalysisAlternative InvestmentsPresentationsAsset Management CompaniesCommunicationFinancial Analysis

About

Experienced Private Banker and Wealth Management Professional with over *14 years* of expertise, including *4 years in the UAE*, specializing in managing *High-Net-Worth Individuals (HNIs)* and *Family Offices*. Currently serving as *General Manager – Geojit Private Wealth*, focusing on bespoke investment solutions and portfolio advisory. Previously, I led the wealth management vertical at Federal Bank, overseeing *157 branches across 6 districts* with a team of *27 Priority Relationship Managers* and *2 Senior Investment Managers*. My core strengths include strategic asset allocation, risk management, estate planning, and identifying niche investment opportunities across asset classes. Known for my strong relationship-driven approach, I work closely with clients to understand their long-term financial goals and curate personalized strategies. I actively conduct *investment seminars and webinars*, enabling informed decision-making for clients and driving consistent business growth.

Experience

14 yrs 6 mos

Total Experience

6 yrs 7 mos

Average Tenure

1 yr 5 mos

Current Experience

Geojit financial

General Manager

Jan 2025 – Present · 1 yr 5 mos · Kochi, Kerala, India · On-site

Hsbc

AVP- Premier

Oct 2023 – Feb 2025 · 1 yr 4 mos · Kochi, Kerala, India · On-site

Investment AdvisoryWealth ManagementFinancial PlanningPortfolio Performance AnalysisFinancial AdvisoryMutual Funds+6

Federal bank

4 roles

Senior Manager ( Team Lead)- Wealth Management

Apr 2022 – Sep 2023 · 1 yr 5 mos · On-site

Managing and overseeing Wealth Management Business of entire North Kerala ( Kozhikode
Zone) consisting of 157 Branches covering 6-Districts of Kerala, 27 Priority Relationship Managers and 2 Senior Investment
Managers.
Accountable for achieving Wealth Management revenue target of Zone through Priority
Relationship Managers and IRMs.
Building and Managing portfolio for HNI customers and periodic reviewing of existing portfolios.
Conducting continues training and development programs for PRMs and IRMs on market outlook and Wealth Management products to enhance their knowledge and confidence level.
Conducting regular investment- Seminars/Webinar for HNI customers of branches , thereby generating quality leads.

Investment AdvisoryWealth ManagementInvestment AnalysisMutual FundsPortfolio ManagementAlternative Investments+9

Senior Manager/Head-Wealth Managment Center

Promoted

Jul 2017 – Apr 2022 · 4 yrs 9 mos · On-site

Heading Wealth Management Business for Ernakulam Zone, primarily focusing on revenue target of the Zone.
Managing and maintaining day to day activities of Wealth Management centre which is a prestigious Branding premises of the Bank..
Conducting Training and Development program for Branch Heads and PRMs on Wealth Management products to generate quality leads.
Jointly Managed Wealth Management portfolio of HNI customers with Bank's Wealth Management Partner Equirus Wealth.

Investment AdvisoryWealth ManagementInvestment AnalysisPortfolio Performance AnalysisMutual FundsPortfolio Management+8

HNI-Relationship Manager-Private Banking-UAE

Promoted

May 2013 – Jul 2017 · 4 yrs 2 mos · On-site

High Net worth Customer Relationship Manager of the only Overseas office of bank.
Office admiration and management of all operational activities Representative Office.
Managing Banking portfolio of HNI customer based out in Abu Dhabi and maintaining liaison with their corporate offices.
Fixing and scheduling meetings for Senior Executives of Bank with Corporate clients.
Retained customers with multi-channel engagement strategy

Wealth ManagementFamily OfficePrivate BankingNRI ServicesDepositsCommunication+1

Assistant Manager

Nov 2011 – May 2013 · 1 yr 6 mos · On-site

Front Office Management
.NRI Business Relation.
Addressed customer issues calmly and professionally, delivering quick, successful resolutions.
Day to day Branch Banking Operations.

Front Office SupportBranch BankingBranch Banking OperationsCustomer Relationship Management (CRM)NRI Services