Nouman Munshi

is researching.

Angestellt, SENIOR RELATIONSHIP MANAGER & DEALER, HDFC Bank Ltd.

Student, NISM Series 8 - Equity Derivatives, National Institute Of Securities Market

Mumbai, Indien

Über mich

Dynamic Relationship manager with over 6+ years of professional experience. Seeks to leverage top-notch managerial and organizational skills to boost bussiness & acheive the targets with High revenue

Fähigkeiten und Kenntnisse

Project Management
MS Office
Securities
Investment
Computer Networks
Customer Relations
Customer service
Customer Support
Customer Relationship Management
Customer Experience Management
Complaint management
After Sales Management

Werdegang

Berufserfahrung von Nouman Munshi

  • Bis heute 3 Jahre und 4 Monate, seit Juni 2021

    SENIOR RELATIONSHIP MANAGER & DEALER

    HDFC Bank Ltd.

    Maintaining a deep knowledge of HDFC products and services them with investment plans of Hdfc securities clients. We research new investment opportunities in stocks, bonds, mutual funds, insurance, for our clients. Punching orders on behalf of clients on terminal. Identifying clients' needs and requirements and proposing suitable solutions. Upselling and cross-selling products/services to clients. Reactivation of dormant clients Meeting sales/revenue targets. Ensuring client satisfaction.

  • 10 Monate, Jan. 2020 - Okt. 2020

    SENIOR EQUITY DEALER & RELATIONSHIP MANAGER

    State Bank of India

    We use our financial expertise to help clients grow their wealth and investment. We create strategic plans based on our clients’ objectives and financial profile, encompassing investments, insurance, bonds and mutual funds. We manage investment portfolios and asset allocation, vigilantly tracking results and adjusting their course of action. Reactivation of dormant clients. Punching

  • 1 Jahr und 9 Monate, Mai 2018 - Jan. 2020

    SENIOR EQUITY DEALER & ADVISOR

    Idafa investment

    Buy, sell and give advice on Islamic investment and financial instruments, such as stocks and mutual funds with shariah way We research the companies producing these Sharia investments and make recommendations to our clients. We help our clients to invest in a Shariah ways as halal investment.

  • 2 Jahre, Apr. 2016 - März 2018

    TECHNICAL SUPPORT EXECUTIVE

    Teckzilla

    Installing and configuring computer software, systems, networks for United States payment Gateway Software. Monitoring and maintaining computer systems and networks for clients Responding in a timely manner to service issues and requests . Reactivation of dormant clients. Providing technical support across the United States clients.

Ausbildung von Nouman Munshi

  • Bis heute 3 Jahre und 2 Monate, seit Aug. 2021

    NISM Series 8 - Equity Derivatives

    National Institute Of Securities Market

  • Bis heute 3 Jahre und 9 Monate, seit Jan. 2021

    NISM-Series-VII: Securities Operations and Risk Management Certification Examination

    National Institute of Securities Market

  • Bis heute 12 Jahre und 7 Monate, seit März 2012

    Computer Networking

    NIIT

  • 3 Jahre und 5 Monate, Juli 2011 - Nov. 2014

    Commerce

    Institute of Engineering and Management (IEM)

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