Faraz Sayed
Wealth Management & Financial Operations
- Role
- Executive - Wealth Management at Sicomoro Advisors Private Limited
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Faraz Sayed
Experienced in client query management, inspection coordination, and corporate action handling with a proven ability to resolve issues and enhance operational efficiency. Skilled in building strong client relationships and creating tailored financial plans integrating debt, equity, and commodities. Expertise in managing operations for Family Offices and UHNIs, ensuring regulatory compliance and delivering exceptional investor service.
Experience
Executive - Wealth Management
Sicomoro Advisors Private Limited
Jan 2024 — Present · Mumbai, IN
Utilize buy-side Order Management Systems (OMS) to facilitate trade execution and manage family office bank accounts. Prepare customized reports, handle corporate actions, and oversee operational tasks in collaboration with Asset Management Companies, Registrars, Transfer Agents, and brokers. Manage fund settlements for equities, mutual funds, and bonds, including daily reconciliation and report preparation. Proficient in BSE STAR and Wealth Spectrum for trade execution. Conduct compliance checks and evaluations to ensure regulatory adherence, and engage with clients to discuss compliance and transaction details.
Education
University of Mumbai
Bachelor's degree, Computer Science
University of Mumbai
High School Diploma, Science
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