Refazuddin Ahmed

Client Growth Manager - Senior

Findola Capital Services Pvt. Ltd.

Corporate Branch

About Me

I am Refazuddin Ahmed, a disciplined and dedicated financial professional with over 8 years of experience in client relationship management and financial guidance. I have built strong expertise in networking, client engagement, and understanding the unique financial needs of individuals from different backgrounds.

I enjoy meeting new people and building meaningful, trust-based relationships, which has helped me develop a strong professional network over the years. My approach is simple—first understand the client’s actual requirements, then provide practical and suitable solutions that align with their financial goals.

My Professional Credibility

8+ years of experience in personal finance & mutual fund advisory
Strong ability to understand client requirements and provide practical solutions
Expertise in building trust-based long-term investor relationships
Disciplined and dedicated approach towards client servicing and financial guidance

What's My Purpose in Organization

As a Client Growth Manager at Findola, my purpose is to help individuals understand their financial needs and guide them towards suitable financial solutions that support long-term wealth creation and stability.

My Contribution to Client Success

I focus on understanding each client’s financial requirements, simplifying investment decisions, and providing practical guidance that helps them move towards their goals with clarity and confidence.

My Role in Company Growth

I contribute to Findola’s growth by building strong client networks, maintaining long-term relationships, and expanding trust through consistent communication and dedicated client support.

Professional Snapshot

I am Refazuddin Ahmed, a disciplined and dedicated professional with 8+ years of experience in client relationship management and financial guidance. I enjoy connecting with people, understanding their financial concerns, and helping them find practical solutions that align with their needs and long-term goals. My strength lies in networking, communication, and building trusted relationships that create lasting value for clients.

What Can I Do for You

Help you clearly understand your current financial position
Design goal-based investment strategies (SIP & Lump Sum)
Recommend right mutual funds based on your risk profile
Guide you during market ups and downs
Ensure smooth investing through the Findola App

Work Approach:

I believe in maintaining strong personal connections with clients through honest communication, disciplined execution, and a solution-oriented mindset. My focus is always on understanding client requirements first before suggesting any financial direction.

Explore Findola App

Goal-Based Investing | Golden Year SIP | 1-Minute SIP | Fast & Easy KYC

Plan • Invest • Track • Grow — All in One Powerful App

Get it on

My Growth performance Dashboard

Query Resolution Efficiency - 94% On-Time

94%

Client Retention Rate - 98%

98%

First Response Time - 89% Within 30 Minutes

89%

Client Satisfaction Score - 4.9/5 (~%)

98%

Portfolio Review Coverage - 81% Clients Coverted

81%

Client Goal Achievement Tracking - 66% on Track

66%

My Growth performance Dashboard

Behavioural Guidance Effectiveness - 88% Clients Stay invested

88%

Transaction Support Accuracy - 100% Error-Free processing

100%

Client Query Closure TAT - 85% within 24 Hours

85 %

My Core Responsibilities

What I Do

Connection Buildup

Building trust through meaningful conversations to understand client needs, behavior, and financial mindset.

Client Onboarding

Smooth onboarding on the Findola app with seamless KYC completion, guided setup, and clear investment journey understanding.

Goal Planning and Execution

Designing clear financial goals and executing structured investment strategies to achieve them step by step.

Engagement (App / SIP / Workshop / Digital Meeting)

Regular engagement via app, SIP tracking, workshops, and meetings to keep clients informed and confident.

Scheme Selection Guidance

Providing research-based mutual fund selection aligned with client goals, risk profile, and time horizon.

Yearly Review

Annual portfolio review to track performance, rebalance investments, and align with changing goals.

My

Expertise

Total Experience

Industry Experience

Key Skills

Tools Using

Education & Certifications

Qualification: Bachelor of Arts (B.A), North Bengal University

Certifications: AMFI ARN Certified – NISM Series V-A (Mutual Fund Distributors)

Learning Focus (optional)
Continuously upgrading knowledge in financial planning, client engagement, and investment awareness.

Work Principles

Approach Towards Clients: Client-focused approach centered on understanding financial requirements carefully before offering guidance or solutions.

Growth Mindset / Target Approach: Focused on continuous growth through strong networking, consistent relationship management, and disciplined execution.

Personal Side

Hobbies

Interests / Likes

Personality Traits

Vision & Goals

Career Goals:To become a trusted financial relationship professional known for helping clients make confident financial decisions.

Skill Development Goals: To strengthen expertise in financial guidance, communication, and client relationship management.

Long-Term Vision: To help more individuals and families achieve financial clarity and long-term financial freedom through proper guidance and support.

Declaration

To provide honest, transparent, and responsible financial guidance focused on long-term wealth creation.
To contribute to Findola’s growth by maintaining high standards of client service, trust, and professionalism.
To always prioritize ethical practices, client interest, and regulatory compliance in every interaction.

AMFI Registered Mutual Fund Distributor (ARN 161373)

Findola was started by Young, Dynamic and Experienced team with a motive to simplify the investment process and also to deliver right information to the investors along with unbiased preliminary advice to accomplish financial goals.

Business Adress
SLS Tower, 15th Floor, GP Block, Sector 5, Bidhan Nagar, Kolkata, West Bengal PIN 700091, India | Helpline: +91 8100600300

Findola Capital Services Pvt. Ltd. (with ARN code 161373) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.