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I'm Shahid Ahmed. M, a proactive and innovative sales and training manager with a passion for building strong teams and delivering outstanding customer experiences. I thrive in growth-focused environments where training, rapport-building, and strategic client engagement drive business results. With extensive experience in investment advisory, wealth management, and financial services, I excel at guiding clients, managing large portfolios, and delivering market updates while maintaining solid relationships.…I'm Shahid Ahmed. M, a proactive and innovative sales and training manager with a passion for building strong teams and delivering outstanding customer experiences. I thrive in growth-focused environments where training, rapport-building, and strategic client engagement drive business results. With extensive experience in investment advisory, wealth management, and financial services, I excel at guiding clients, managing large portfolios, and delivering market updates while maintaining solid relationships.

Shahid Ahmed. M

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I'm Shahid Ahmed. M, a proactive and innovative sales and training manager with a passion for building strong teams and delivering outstanding customer experiences. I thrive in growth-focused environments where training, rapport-building, and strategic client engagement drive business results. With extensive experience in investment advisory, wealth management, and financial services, I excel at guiding clients, managing large portfolios, and delivering market updates while maintaining solid relationships.…I'm Shahid Ahmed. M, a proactive and innovative sales and training manager with a passion for building strong teams and delivering outstanding customer experiences. I thrive in growth-focused environments where training, rapport-building, and strategic client engagement drive business results. With extensive experience in investment advisory, wealth management, and financial services, I excel at guiding clients, managing large portfolios, and delivering market updates while maintaining solid relationships.

Available to hire

I’m Shahid Ahmed. M, a proactive and innovative sales and training manager with a passion for building strong teams and delivering outstanding customer experiences. I thrive in growth-focused environments where training, rapport-building, and strategic client engagement drive business results.

With extensive experience in investment advisory, wealth management, and financial services, I excel at guiding clients, managing large portfolios, and delivering market updates while maintaining solid relationships.

Skills

Experience Level

Expert

Expert

Intermediate

Intermediate

Language

English

Fluent

Tamil

Advanced

Hindi

Intermediate

Urdu

Intermediate

Work Experience

Sr. Investment Advisor at Lead Wealth India Pvt Ltd

March 1, 2023 - Present

Managed a 200 Cr AUM portfolio, conducted client portfolio reviews, suggested funds/NFOs, maintained MIS/reports, provided client service, handled escalations, shared market updates, and guided buy/sell transactions.

Assistant Manager at ICICI Prudential AMC

May 1, 2022 - March 1, 2023

Handled national distributor channel; met with distributors; explained mutual funds and NFOs; provided client/distributor service; resolved escalations; shared daily market updates; guided purchases/redemptions; processed transactions within TAT; maintained monthly MIS.

Wealth Manager at Twocto

November 1, 2019 - February 1, 2022

Led a team of 5; generated revenue through electronic site; analyzed stock market; strong knowledge of forex, crypto, mutual funds, and stock trading; determined optimal buy/sell times; serviced clients; managed mutual fund transactions; resolved escalations; maintained purchase/sell data in Excel.

Sr. Financial Advisor at ICICI Prudential Life Insurance

July 1, 2016 - September 1, 2019

Directly met high-profile clients; advised on tax-saving and investments; provided market insights; managed channels with Standard Chartered Bank and ICICI Securities; activated RMs; focused on NTB; maintained relationships with existing clients; addressed queries; maintained sales data; sold insurance/investment plans; escalations at banking channel; purchase/sales operations.

Purchase & Sales Operation at Gloucester Marine Supply – Chennai

January 1, 2013 - May 1, 2016

In charge of provisioning ships (engine, deck, cabin stores); managed customs documents, deliveries, and invoices; maintained data in Excel; met ship owners/captains; direct marketing with ship management companies; answered product questions; conducted weekly walk-throughs on interiors/promo displays.