Mohammed Sanaullah Khan
Product | Strategy | Growth
- Role
- Manager- First Wealth at IDFC FIRST Bank
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Mohammed Sanaullah Khan
Strategic and data-driven professional with 6+ years of experience across banking, real estate, and EdTech sectors, specializing in sales analytics, revenue strategy, and data operations. Proven success in using data insights to optimize sales performance, streamline operations, and drive customer engagement. Adept at collaborating with sales, marketing, and product teams to translate analytical findings into actionable growth strategies. Skilled in data visualization, sales forecasting, and business intelligence to support leadership in achieving revenue and retention goals.
Experience
Manager- First Wealth
Apr 2024 — Present · Hyderabad, IN
Managing a portfolio of High Net Worth Individuals (HNI), ensuring personalized and high-quality financial services.• Proactively resolving client inquiries and issues, maintaining exceptional customer satisfaction and trust.• Strategically cross-selling and upselling mutual funds (MF), Systematic Investment Plans (SIP), insurance, and other banking products to optimize client portfolios.• Cultivating and sustaining robust, long-term relationships with HNI clients to enhance loyalty and portfolio growth.• Conducting comprehensive portfolio reviews, offering insights on market trends and investment prospects.• Coordinating with internal teams to deliver integrated and seamless banking solutions.• Identifying and capitalizing on opportunities to augment the value and performance of client portfolios.• Ensuring adherence to regulatory standards and compliance in all client interactions and financial transactions.
Education
Shri Shankaracharya Technical Campus
Bachelor of Engineering - BE, Electrical and Electronics Engineering
2012 — 2016
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