Mohammad Ruman Abdul Hanan

Results-driven Financial Services professional with over 5 years of Asset Management experience. Adept at actively managing large portfolios, building strong client relationships and providing tailored financial solutions to drive profitable growth. Committed to delivering exceptional investor experiences through personalized investment advice and comprehensive planning support to help clients achieve their financial goals.

Investment Specialist | ICICI Prudential Asset Management Company (AMC) Ltd.,

Feb 2022 to Sep 2023

Managed large client portfolios in collaboration with regional Relationship managers, overseeing a team of 25 members across two provinces in South India
• Conducted internal training on market knowledge and various mutual fund product offerings; providing relevant data and talking points to enhance meaningful conversations with High-Net-worth clientele
• Contributed to increased average business mobilization, resulting in Net Sales of INR 250 million (CAD 4 mil) per month for the region
• Achieved a gross business value of INR 580 million (CAD 9.3 mil) in August 2022, surpassing the regular monthly target by 16%

Investment Representative | ICICI Prudential AMC Ltd.

May 2019 to Jan 2022

Managed 100 High Net worth (HNW) Individual Clients, each having a portfolio size of INR 10 million (CAD 160k)
• Developed customized financial plans for clients’ mutual fund investments, analyze financial records, and devised investment strategies to optimize profitability based on clients’ risk appetites
• Generated gross sales of INR 19 million (CAD 320k) and INR 25 million (CAD 400k) in two successive quarters during the launch of New Fund Offers, resulting in a 23% year-on-year increase in overall Assets Under management (AUM) in the HNW category

Relationship Manager - Retail Banking Channel | ICICI Prudential AMC Ltd.

May 2017 to April 2019

Managed Retail banking channel consisting of 267 mutual fund distributors associated with private banks, advising channel partners on suitable investment products for their clients
• Organized investor awareness programs, including product conferences to educate and guide prospective clients
• Recognized as the SIP (PAC) Champion for mobilizing INR 1.2 mil (CAD 20k) and activating all distribution partners

• Masters of Business Administration (MBA), ICFAI Business School, India 2015 - 2017
• Bachelors of Business Administration (BBA), Vellore Institute of Technology, India 2012 - 2015