A Narasimha
Sr.Team lead Advisory
Bengaluru
Summary
At Motilal Oswal Financial Services Ltd, our team is dedicated to developing innovative finance strategies that significantly enhance client portfolios. As an Investment Banking Specialist, my role involves rigorous analysis and a strategic approach to investment opportunities, ensuring that we deliver tailored solutions that align with client objectives. My core competencies lie in meticulous market research, comprehensive risk assessment, and the creation of robust financial models, all of which contribute to the sustainable growth and success of our clients' investments.
Overview
11
11
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Sr. Team lead - Advisory
Motilal Oswal Financial Services Ltd
Bengaluru
4 2023 - Current
- Professional Wealth Manager with well-seasoned Marketing and Operations background with rich and diverse experience of over 9.5 years in Financial Services Sector
- Excellent understanding of all areas of capital Market demonstrates my credibility as Trusted Advisor
- Exposure to investment products including Stocks, derivatives, Mutual Funds, PMS
- consummate professional with well-honed expertise in Business Development, Team Management, Wealth & Portfolio management
- Profit focused with excellent track record of driving business operations to profitability.
Sr. Manager
Motilal Oswal Financial Services Ltd
Bengaluru
01.2020 - 04.2022
- Client Relationship Management: Relationship Management with significant clients to ascertain rendering of quality service and collate feedback on product performance to recommend product improvisations
- Provide prompt and superior support to t clients in designated territory to build market credibility
- Deal with High Net worth Clients and building personal relationships with clients for future prospects
- Manage customer transition with utmost sensitivity.
Branch Manager
Reliance Capital | Reliance Group
Bengaluru
01.2014 - 12.2019
- Acquisition & Business Development: Managing overall business operations with key focus for increasing revenues while identifying new business opportunities in the sticky money verticals of local market
- Acquire quality client relationships that helps in building a quick & strong revenue stream for Organization.
Education
Executive Programme in Strategic Sales - Sales, Distribution, and Marketing Operations, General
Indian Institute of Management, Indore
Indore 12.2021 - 05.2022
Master of Business Administration - MBA - Marketing
Sri Venkateswara University
Kadapa 06.2011 - 05.2013
Skills
Wealth Management Services
Private Equity
Equity Derivatives
Equity Advisory
Mutual fund distribution
Departments
- Marketing
- Operations
Languages
Kannada
Hindi
Telugu
Certification
Nism -8
Timeline
Executive Programme in Strategic Sales - Sales, Distribution, and Marketing Operations, General
Indian Institute of Management, Indore
12.2021 - 05.2022
Sr. Manager
Motilal Oswal Financial Services Ltd
01.2020 - 04.2022
Branch Manager
Reliance Capital | Reliance Group
01.2014 - 12.2019
Master of Business Administration - MBA - Marketing
Sri Venkateswara University
06.2011 - 05.2013
Sr. Team lead - Advisory
Motilal Oswal Financial Services Ltd
4 2023 - Current