1. MOHAMMAD KHALID
ANSARI
Investment Professional & "Never Quit" Sales Attitude
09769589720 khalid_ibh@yahoo.com
https://in.linkedin.com/in/mohammad-khalid-an
sari-34922b12
Crawford Market, Mumbai.
SUMMARY
EXPERIENCE
LIFE PHILOSOPHY
ACHIEVEMENTS
LANGUAGES
PASSIONS
s _
5 +
A Result Oriented Investment Professional with more than 10 years
of rich experience and proven track record along with strong ability
to raise funds through investors and providing financial solutions
to HNWI cliental, identify initiatives and facilitate action driven
plans to support corporate growth and objectives.
Assistant Vice President
way2wealth Securities Pvt. Ltd.
May 2014 - ongoing Mumbai, Vikhroli
 To manage the region profitability and ensuring the productivity of the
team as per the budget given by the management .Planning activities for
sales,identification of traning needs and measurement of product
penetration, customer awareness and satisfaction.
 Source new clients, analyze customer awareness towards products and
market data,interact with HNWIs,whose appetite to invest or portfolios
exceed 2 crores and bring them on board.
 Successfully raised funds through investors for PE funds, REIT
funds,Hedge Funds and AIF funds.
 Generate revenue from existing and new clients and successfully acheived
targets for last 10 quarters.
 Prepare a detailed portfolio review report for prospective HNWIs clients
and try to figure out where they are lacking behind compared to the
benchmark return and guiding them towards achieving or outperforming
the benchmark return.
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A Cafe Coffee Day venture incorporated 1984.Today way2wealth has
established itself india's leading investment consulting firm.
Unit Manager - VCG Group
Religare Securities Ltd.
Nov 2010 - Apr 2014 Mumbai, Andheri, Vile Parle
 Acquisition of corporate clients specially for their margin funding
products.
 To acquire and provide wealth solutions to HNWIs.
 To achieve targets for sales and revenue generation from different
products through cross selling.
 Understanding revenue generation & effective utilization of available
resources to meet revenue targets from the available product mix.
 Nominated for the best busniess login in March 2013 for Singapore trip.
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Religare Securities Ltd. is wholly owned subsidiary of Religare Enterprise
Limited, an emerging market financial service group.
"I am not here to discuss the success
stories of others, I am here to make my
own."
Associated with amateur assignments and
made them work perfectly.
 Courage I had
Initially being with a very fresh team, started
with just a few management trainees in
way2wealth,Built a performing team and
proved to be a consistent performer for last
2 years.
q Persistence
English
Proficient
Hindi
Native
Urdu
Proficient
3 Surfing
 Logical Reading
 Sports

2. EXPERIENCE
A DAY OF MY LIFE
SOCIAL NETWORK ROLE
PERSONAL DETAILS
STRENGTHS
EDUCATION
CERTIFICATES
MY POWERS
Manager- PCG
First Global Securities Ltd.
Sep 2006 - Oct 2010 Location
 Acquired HNWI clients for Hedge Fund (Minimum Margin 1 crore) directly
managed by Mr.Shakar Shrama.
 Acquired HNI clients and advised them on equity & derivatives trading.
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First Global is a multinational firm set up by an investment banker turned
chief strategist and leading analyst of india Mr. Shankar Sharma.
A
B
C
D
E
F
A Meeting with team members.
B Update clients about their
portfolio/ recent market
develoement.
C Do individual client meetings/
joint meeting with team
members.
D Provide training on in house
products.
E Preparing prospective clients
portfolio review reports.
F Meeting with LMS team on
lead generation and meeting
with supportive departments
in order to make client's
business login process
smooth.
linked in
In order to penetrate HNWI market, this social platform plays an
integral part in my day to day activities. It helps me to reach the
target audience and update myself about the innovative ways to
perform my tasks in a defined and precise manner.
Date Of Birth : 02/08/1980 Nationality : Indian
Persuasive F
Self Motivated & Flexible?
Ability to cope with failure
and learn from mistakes
t
M.B.A. ( Finance)
Rizvi Academy Of Management
June 2003 - May 2005 Bandra, Mumbair +
B.sc ( Chemistry)
Lohia College, MDS University
May 1997 - June 2000 Churu, Ajmer, Rajasthan.r +
IRDA Certified
IRDA
AMFI certfication in Mutual funds (Basics)
NCFM
Client Acquisition & Sales
Advisory & Fund Raising
Wealth Management