Mohammed Faiz

Deputy Vice President & Market Head | Driving Mutual Fund Growth & Digital Wealth Solutions.

Role
Deputy Vice President - Market Head Private Wealth at FundsIndia
Location
Chennai, TN, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Mohammed Faiz

I lead high-performing wealth management teams serving Affluent and Super-Affluent HNI…

Experience

  1. Deputy Vice President - Market Head Private Wealth

    FundsIndia

    May 2025 — Present · Chennai, IN

    Market Head – Wealth ManagementAs the Market Head, I am responsible for leading a team of experienced wealth managers with a focus on acquiring, engaging, and deepening relationships with High Net-Worth Individuals (HNI) – Affluent and Super Affluent segments. My role is both strategic and client-centric, aimed at driving sustainable business growth while ensuring superior client experience.Key Responsibilities: • Leadership & Team Enablement: Provide direction, support, and ongoing mentorship to the team to help them acquire new HNI clients and manage existing client relationships effectively. • Client Acquisition & AUM Growth: Drive initiatives to grow assets under management (AUM) through targeted acquisition strategies and tailored investment solutions. • Portfolio Management Oversight: Guide the team in advising clients on comprehensive financial planning, investment allocation, and wealth preservation strategies. • Market Mapping & Opportunity Identification: Support the team in identifying and targeting the Affluent & Super Affluent client base in the market for potential acquisition. • Research & Investment Strategy: Collaborate with the centralized CFP and Product Research teams to deliver informed investment recommendations aligned with client goals. • Business Development: Lead and support the execution of client engagement activities including seminars, workshops, and strategic business development events to enhance market presence and build trust. • Governance & Compliance: Ensure adherence to all internal risk, compliance, and regulatory frameworks in client onboarding and portfolio management.

Education

  • University of Madras

    Bachelor of Arts (B.A.), Economics

    2009 — 2011

Skills

  • Consumer Products
  • Sales Management
  • Relationship Building
  • Team Motivation
  • Team Building
  • Business Relationship Management
  • Mortgage Servicing
  • Consumer Services
  • Branch Banking
  • Team Leadership
  • Team Management
  • Team Development
  • Retail Banking
  • Personal Banking
  • Commercial Banking
  • Consumer Financing
  • Banking Relationships

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Mohammed Faiz — Deputy Vice President - Market Head Private Wealth at FundsIndia in Chennai, TN, IN | Unifers