Azeem Pathan
Andheri west
Summary
Professional with 3.5 years of experience in investment management, mutual fund sales, and team leadership. Proven ability to drive sales growth, manage client portfolios, and ensure compliance with financial regulations. Skilled at mentoring and motivating teams to achieve high performance while delivering strategic investment solutions. Strong expertise in market analysis and risk assessment.
Overview
4
4
years of professional experience
Work History
Team Leader
ICICI Prudential AMC
Mumbai, Maharashtra
12.2022 - Current
- Handle the ICICI Bank channel for mutual fund distribution
- Lead a team of five financial advisors to drive mutual fund sales and client acquisition
- Coach and train ICICI Bank RMs on financial products and market trends
- Devise investment strategies and manage client portfolios
- Conduct market analysis and strategic asset allocation
- Focus on business development and revenue growth
- Manage a portfolio of high-net-worth clients (HNI)
Relationship Executive
HDFC Securities
Mumbai, Maharashtra
09.2021 - 12.2022
- Acted as a mutual fund consultant to HDFC Bank
- Nurtured over 52 Virtual Relationship Managers (VRMs)
- Provided tailored financial solutions for Imperia and Preferred category clients
- Resolved client queries related to mutual funds
Education
B.COM -
Mumbai University
04.2014
Hsc - Commerce
Maharashtra state board
SSC -
Maharashtra state board
NISM 5A
Skills
- Excel Applications
- Word
- Team building
- Leadership
- Active listening
- Team leadership and motivation
- Strategic planning
Languages
English
Intermediate
B1
Hindi
Advanced
C1
Marathi
Advanced
C1
DOB
- 12/02/1993
Timeline
Team Leader
ICICI Prudential AMC
12.2022 - Current
Relationship Executive
HDFC Securities
09.2021 - 12.2022
B.COM -
Mumbai University
Hsc - Commerce
Maharashtra state board
SSC -
Maharashtra state board
NISM 5A
Similar Profiles
Paban BhattacharjeePaban Bhattacharjee
Mutual Fund Advisor at ICICI Prudential AMC Ltd.Mutual Fund Advisor at ICICI Prudential AMC Ltd.
SAJAL KUMAR SAHUSAJAL KUMAR SAHU
Branch Manager at ICICI Prudential AMC LtdBranch Manager at ICICI Prudential AMC Ltd
Utkarsh ShallaUtkarsh Shalla
Product Manager at ICICI Prudential AMCProduct Manager at ICICI Prudential AMC
Vishakha SinghVishakha Singh
Senior Manager at Alliance Insurance Broker Pvt LtdSenior Manager at Alliance Insurance Broker Pvt Ltd
Paramjit Singh SainiParamjit Singh Saini
Group HR Head at Madeline Advisory Pvt Ltd / Bakertilly UgandaGroup HR Head at Madeline Advisory Pvt Ltd / Bakertilly Uganda