Sheikh Faisal
Wealth Management | Private Clients - Kotak Securities
Delhi
12+ years of work experience
Jan 20251 yr 6 mosPresent
New Delhi, Delhi, India
I work closely with HNI and UHNI clients to help them achieve their financial goals through personalized wealth management strategies focused on wealth creation, preservation, and long-term growth.
I provide access to a wide range of investment solutions, including Insurance, Mutual Funds, PMS/AIF, Structured Products, Alternative Investments, Direct Equity, and select Unlisted Opportunities.
By collaborating closely with research and product teams, I curate tailored investment portfolios aligned with each client’s objectives and risk appetite, ensuring consistent value creation and trusted financial advisory over the long term.
Apr 20248 mosNov 2024
My forte lies in revolutionizing wealth stewardship for Ultra HNI & HNI clients through innovative financial strategies. I excel in providing bespoke guidance, optimizing investment portfolios across diverse sectors including equities, private equity, mutual funds, insurance, PMS, AIF and structured products. My meticulously researched insights, adaptable to market fluctuations, empower clients to make confident, informed decisions. With a dedication to personalized strategies aligned with client objectives and risk management, I ensure relevance and advantage in today's dynamic financial landscape.
Jul 20239 mosMar 2024
My expertise lies in devising innovative financial approaches for Ultra HNI & HNI reshaping the paradigm of wealth stewardship.
I specialize in providing comprehensive guidance to clients on optimizing their investment portfolios. With expertise across diverse financial domains including equities, mutual funds, insurance, portfolio management services (PMS), and structured products, I offer meticulously researched insights tailored to individual needs. My focus is on delivering informed advice that adapts to market dynamics, empowering clients to make confident investment decisions. I am dedicated to crafting personalized strategies that align with clients' goals while effectively managing risks. Continuously staying updated on industry trends and regulations, I ensure the advice I provide is both relevant and advantageous in today's dynamic financial landscape.
Leveraging market analysis and economic insights to guide clients in optimizing equity investments. Specializing in personalized strategies and in-depth research, I focus on maximizing returns while managing risks in dynamic financial markets. Committed to delivering tailored solutions for portfolio enhancement.
Achievements:
- 🏆 August, September & November 2023: Top meeting achiever in Zone, awarded
Certificate of Excellence.
- 💰 October & November 2023: Highest revenue earner, earned Certificate of
Excellence.
- 🌍 Qualified for Bangkok trip in Quarter 3 contest - Rangers 2.0.
- 📈 November 2023, January, February & March 2024: Top APE - LI achiever,
recognized with Certificate of Excellence.
- 📅 February & March 2024: Zone's leading meeting attendee, honored with
Certificate of Excellence.
- 🌟 Qualified for Budapest trip in Quarter 4 contest - Rangers: The Finale.
Dec 20228 mosJul 2023
New Delhi, Delhi, India
Duties and Responsibilities: -
• Taking care of the sales with focus on pre-fixed appointments provided by the
organization's call centre.
• Cross selling and upselling business with self and organisation existing
database.
• Select appropriate products to meet these needs from the company product
range.
• Gain customer agreement to purchase.
• Accurately completes the documentation.
• Ensure to submit various sales reports as per the agreed frequencies in order
to ensure performance targets and achieved and exceeded.
Achievements: -
🏆 Qualified for Phuket - Feb 2023.
🏆 Qualified for ZAC - March 2023.
Dec 20211 yrNov 2022
South Delhi, Delhi, India
Duties and Responsibilities: -
• Taking care of the sales with focus on pre-fixed appointments provided by the
organization's call centre.
• Cross selling and upselling business with self and organisation existing
database.
• Select appropriate products to meet these needs from the company product
range.
• Gain customer agreement to purchase.
• Accurately completes the documentation.
• Ensure to submit various sales reports as per the agreed frequencies in order
to ensure performance targets and achieved and exceeded.
Achievements: -
🏆 Qualified for Phuket & Bali Contest. December, January 2022
🏆 Qualified for ZAC. - March 2022
🏅 Got surprise increment from the management. - Nov 2022
Nov 20201 yr 1 moNov 2021
South Delhi, Delhi, India
Duties and Responsibilities: -
• Taking care of the sales with focus on pre-fixed appointments provided by the
organization's call centre.
• Cross selling and upselling business with self and organisation existing
database.
• Select appropriate products to meet these needs from the company product
range.
• Gain customer agreement to purchase.
• Accurately completes the documentation.
• Ensure to submit various sales reports as per the agreed frequencies in order
to ensure performance targets and achieved and exceeded.
Achievements: -
🏆 Qualified for Dubai - February.
🏅 Certificate of Appreciation for highest NOP.
Sep 20196 mosFeb 2020
New Delhi
Channel: S2S - Branch Sales - PSF
Location: Jhandewalan & Model Town
Duties and Responsibilities: -
• Build a good customer base in order to explore opportunities to cross sell and up
sell.
• Handling of branch users of 2 locations – Model Town & Jhandewalan.
• Select appropriate product to meet these needs from the company product range.
• Gain customer agreement to purchase long term life insurance policy.
• Provide continuous training to branch users.
• Business Planning with DOHs, BOHs, CBH and branch users.
• Ensure to submit various sales reports as per the agreed frequencies in order to
ensure performance targets and achieved and exceeded.
• Act & provide services to the branch walk-in customers of the company.
Achievements: -
🏆 Qualified for Paraguay - November 2019.
🏆 Qualified for ZAC - December 2019.
🏅 Certificate of Appreciation for Highest Business - S2S - Delhi-2 Zone - January
2020
🏆 Qualified for Dubai Contest - January 2020
Oct 20126 yrs 11 mosAug 2019
New Delhi Area, India
Channel: Direct Sales Loyalty & Mall Assurance
Promoted to Financial Planning Associate in 2012, I transitioned from the role in February 2013. Rejoining in May 2016 as a Certified Financial Planning Consultant, I served until July 2017 and later returned in February 2018 as a Key Relationship Manager.
Key Responsibilities:
- Managed Super HNI, D2C, and C2C clients, focusing on customer acquisition, cross-selling, and upselling.
- Developed and nurtured leads through BTL activities, corporate outreach, and walk-ins.
- Assessed client financial needs, recommended suitable products, and acquired high-value investment policies.
- Ensured accurate documentation, submitted sales reports, and secured customer agreements.
**Achievements:**
- 🎖 Awarded Certificate of Recognition and Plaque for generating 25 Lacs in business within 5 months of joining.
- 🏆 Qualified for Phuket, Thailand (JFM Quarter 2013) and Bali, Malaysia (JFM 2014) international conventions.
- 🎖 Multiple Certificates of Appreciation for Highest NOP/APE (August, September 2013, February, March 2014, March 2019).
- 🏆 Qualified for international conventions in Pattaya and Kuala Lumpur (2019), recognized as the first qualifier for the country by Channel Head.
- 🎖 Star Performer for January 2013, and frequent recognition for excellence across contests and initiatives.
Education
Bachelor of Business Administration - BBA, Economics
Jaipur National University
20193 yrs2022
Master of Business Administration - MBA, Finance and Financial Management Services
Andhra university
20251 yr2026
Join Sheikh and 10k+ other professionals on
Tal is the app where bosses meet engineers & builders directly, without middlemen
Download Tal Boss