CURRICULUM VITAE
Mohammad Anwar
Hno.18-1-514/112/A, Naseeb Nagar, Chandrayan Gutta (post), Hyderabad, Andhra Pradesh
India-500005, M: +919848679486, E:mohammad.anwar7@outlook.com, DOB: 21/06/1985
PERSONAL SUMMARY
A very experienced financial advisor having considerable success in advising high individual and high
net worth individuals and corporate clients on investments. Over 6 years experience in providing
financial services and assisting clients in making informed decisions by showing them various options
and helping them to assess the merits of different plans. Possessing in depth knowledge of investment
strategies and working hard to provide a high-quality, customer-driven and sales-focused service.
Having excellent communication skills, able to work in a targeted environment, as an individual and
also part of a team, and experienced at working to strict compliance requirements. Currently seeking
a financial advisor or planner position.
CAREER HISTORY
BRANCH MANAGER – Bluechip Corporate Investment Centre Pvt ltd.
Apr 2012 - present

Required to produce financial reports and forecasts for senior manager.

Regularly reviewing and monitoring accounts to ensure compliance with company and industry
policies, guidelines and regulations.

Promoting and marketing the business to attract clients.

Advising and identifying appropriate investment services for clients.

Demonstrating investment strategies clearly to clients.

Grew the firm’s customer base by over 125 new clients in a 13 month period.

Prepared investment analyzes for both individual clients as well as corporate ones
FINANCIAL PLANNER – Bluechip Corporate Investment Centre Pvt ltd
July 2007 - Apr 2012

Producing company marketing and promotional literature.

Providing administrative support provided including report writing and new business
processing.

Liaising with clients face to face or over the telephone or via email so as to obtain all relevant
information.

Advising on investments and related protection products and processing transactions and
resolving any issues that may arise.

Duties included visiting clients at their home or offices.

Researching and also finding products from various sources and companies that meet the
client’s needs.

Liaising with estate agents and solicitors.
PROFESSIONAL EXPERIENCE
Financial

Able to keep accurate and detailed client records.

Possess the ability to professionally follow up leads and convert them into sales.

Fully aware of financial legal obligations and industry regulatory requirements.

Meeting clients face to face and conducting in-depth reviews of their financial circumstances
and future goals.

Advising clients on how to get the best return for their investment portfolios

Monitoring the economy and assessing economic trends.

Identifying customer needs and knowing when to refer a client to other financial advisor.

Highly organized with the ability to prioritize workloads according to urgency.
Management

Daily supervision of a team of financial advisors.

Successfully managed a six-figure diversified portfolio that achieved at least 25% annual
growth over a two year period.

Involved in board meetings with senior managers on how to reduce costs and increase
turnover.

Identifying risks and also new opportunities.
AREAS OF EXPERTISE
Portfolio Management
Investment strategies
Risk assessment
Educational Qualifications
B.sc
Stocks and shares
Bonds/Mutual Funds/Ulips
Life and General insurance
:
New business development
Client relation
Financial analysis
Osmania University (2004-2007)
Computer Skills:Office Automation
:
MS-Office, MS-Outlook
(Mohammad Anwar)