Md Shakil

Commander
DISC Type : D

Branch Manager at SBI Securities

Kolkata, West Bengal, India

Overview

Md Shakil is a Branch Manager at SBI Securities with over nine years of experience in the financial services industry. He specializes in financial planning, investment advice, and wealth management, having held management roles at Motilal Oswal and Anand Rathi. He earned his Bachelor of Commerce from Calcutta University.

He frequently posts about recruitment for financial services roles, such as Equity Dealer and Relationship Manager, indicating a strong focus on team building and talent acquisition within his branch.

Across his career, he has consistently worked with prominent Indian financial firms, including Tata AIA and Angel Broking, demonstrating broad industry expertise.

Personality Overview

Risk-Taker

Candid & Clear

Decisive

They take a lot of pride in personal achievements.  They respond well to strong and respectful communication. They like to move fast and expect the same from others.

Topics They Care About

Personalized Financial Planning
His experience at multiple financial firms centers on analyzing data to create personalized financial plans and investment strategies for individuals and businesses.
Talent Acquisition
Actively posts job openings for key positions like Equity Dealer and Relationship Manager, showing his direct involvement in building and managing his team.
Branch Management
His current role and listed skills highlight a focus on comprehensive branch operations, including people management and department oversight.

Media Appearances

Md has no verified media appearances

Work History

11-2025
Branch Manager at SBI Securities
1-2024 - 3-2026
Deputy Manager at Motilal Oswal Financial Services Ltd
1-2022 - 1-2023
Deputy Manager at Anand Rathi Shares and Stock Brokers Ltd
12-2019 - 1-2023
Assistant Manager at Tata AIA Life Insurance
2-2017 - 1-2023
Sales Manager at Angel Broking

Education

2010 - 2013
Bachelor of Commerce - BCom from Calcutta University, Kolkata
2010 - 2013
Business/Commerce from Shyamaprasad College

More Information

Social Presence :

Prographics :

Exp : N/A Location : Kolkata, West Bengal, India Job Level : N/A Designation : Branch Manager at SBI Securities
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Insights For Selling To Md

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Get to the point quickly instead of spending time doing small talk
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don't try too hard to forge relationships with them
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Md is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Md

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Md move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Md take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Md

Personality Compatibility


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