Mohammed Dohadwala Email & Phone Number

Mumbai, Maharashtra, India

• Monitored investments for the Director’s family office (AUM £10 Million) across asset classes (equity, fixed income, mutual funds, and real estate), while also liaising with representatives of financial institutions (Banks, PMS, IFAs, Insurance Brokers).• Increased efficiency of working capital management by investing idle funds in ultra-short and low duration bond funds, helping generate an annual interest income of £20,000.• Tracked and analysed international commodity prices (mild steel, cold-rolled coil, steel ingots) for efficient inventory purchase and stock management while also negotiating forward contracts for raw material with vendors in a volatile commodity market affected by Covid-19.• Coordinated with auditors for regulatory compliances, GST filling, corporate tax, and advance tax assessments. • Managed daily activities of building maintenance and upkeep, regulatory municipal council compliances, and rental negotiations of leased properties.

Mumbai, Maharashtra, India

• Handled 180+ Banking Distributor and IFA channels under a B2B sales model across Mumbai. Through them, over 2000 individual investors were onboarded via lumpsum investments, SIPs and STPs, generating sales of £1.2 Million across all equity, debt, and hybrid offerings. • Strengthened relationships with key distributors and activated dormant channels by liaising internally amongst departments to reduce turnaround time in servicing requests and addressing grievances. In addition, a distributor hotline was created to improve servicing further. These resulted in a 25% increase in the banking distributor channel touchpoints improving organisational visibility. • Effectively implemented marketing campaigns catered towards specific funds (Dynamic Asset Allocation Fund) through investor presentations and sales pitches while also having trained distributors in canvassing processes. This helped onboard 150+ new clients within eight weeks of the campaign launch.

Mumbai, Maharashtra, India

• As part of operations, gained an understanding of time-critical processes involving the deployment of funds for investment, along with monitoring subscription and redemption levels in individual funds for daily NAV computation.• As part of client services, resolved customer grievances coming from investors pan India by communicating through emails and telephone calls.

Mumbai, Maharashtra, India

• Managed mutual fund accounts of four asset management companies (ICICI, HDFC, Franklin Templeton, DSP Blackrock), generating an AUM of £400,000 by selling investment solutions to HNI, NRI and corporate clients.• Serviced queries and grievances of 200+ Domestic and NRI Investors during a period of immense regulatory and structural changes across industry through in-person and virtual meetings.• Created investment plans for clients tailored to their requirements by examining their financial situation and objectives while also conducting Investment Advisory Program presentations for prospective clients.

Mumbai, Maharashtra, India

• Assisted in organising Investor Awareness Programs for multiple AMCs (ICICI, Axis, HDFC) under AMFI’s ‘Mutual Fund Sahi Hai’ campaign on improving financial literacy in Tier 2 cities (Dahod, Sangli, Kolhapur) across India.• Liaised with AMC sales representatives to process clients’ investment subscription and redemption requests.

Mumbai, Maharashtra, India

• Assisted in developing a credit risk analytics for a leading Indian NBFC client wanting to cater to a new target market. This was performed by interviewing over 200 micro-scale sole proprietary businesses through qualitative and quantitative surveys to assess their debt financing ability.

Msc Marketing, Marketing, Distinction (1:1)

Digital Marketing: Developed a digital marketing plan for Devon Freewheelers, a Devon-based blood bike service, for increasing online.

Bachelor Of Commerce, Accounting And Taxation, Gpa - 5.75/7 (2:1)

Core Modules- Financial Accounting, Cost Accounting, Management Accounting, Direct and Indirect Taxation

Hsc, Commerce, 70% (2:1)

Equivalent to A-Levels

Icse, 82%