Amala Nagarajan
Chennai
Summary
Dynamic finance professional with a proven track record at Nirmal Bang Pvt Ltd, excelling in portfolio management and risk management systems. Expert in executing high-volume trades and delivering tailored financial solutions, consistently exceeding sales targets. Adept at market research and client relationship building, ensuring compliance and satisfaction.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Deputy Manager
Nirmal Bang Pvt Ltd
Chennai
03.2023 - Current
- Manage a portfolio of high-net-worth clients and corporations with assets ranging from 10 cc to 50 cr. And retail clients' total net worth is handling 150 crore.
- Providing timely and insightful research reports to clients, and tailored solutions to meet their financial goals. Advising client on Arbitrage, covered calls, and other types of spreads
- Executing and managing trades in the derivative segment and cash segment (average 5 crore to 10 crore volume per day) and option strategies (straddle, strangle, scalping, and trend trading) using Odin and algorithm-based software (average lots per day: 4,000 to 6,000).
- Proficient in using Excel to maintain and update position tracking sheets, profit/loss statements on a daily basis, and financial reports.
- Monitored and managed paying, payout transactions, and risk exposure for normal and margin funding clients, ensuring compliance with regulatory requirements and internal risk management policies.
- Supporting and executing trades on behalf of sub-brokers and authorized persons.
- Providing regular updates to clients and APs, ensuring they are informed and up-to-date on market developments and regulatory changes.
Senior Executive
IFCI Financial Services Ltd
Chennai
09.2015 - 03.2023
- Handling HNI, Retail client & APs. Generated more than 150new clients with a combined portfolio value of 50cr
- Revenue generation by advising and executing client trades in secondary markets. Consistently exceed sales target, with a track record of achieving 150%+ of annual sales goals
- Executing and managing derivatives Trades based on various strategies using Spider Software. On average 10cr to 20cr volume per day
- Managing Trades in Equity Intra-day strategies and cash segment.
- Maintaining excel to updates MTM, Open position, P/L on daily basis to HNI clients
- In charge of pay-in and pay-outs of funds and securities of client’s transactions. And Developing Margin funding portfolios.
Relationship Manager-customer care
India Infoline Ltd
Chennai
02.2012 - 09.2015
- Provided exceptional customer care service to demat trading clients, resolving queries and concerns related to their trading accounts
- Sold third party products, including insurance(life, health and general) and mutual funds, to clients achieve their financial goals by providing them with a range of investments solutions
- Resolved client queries and concerns in a timely and professional manner, ensuring client satisfaction
- Place orders on behalf of clients on various exchanges, including equities , derivatives and commodities
- And communicated with clients to confirm trade detailS.
Relationship Manager -Sales
Way2Wealth Brokers Private Ltd
Chennai
04.2010 - 02.2012
- Identified and acquired new client through various marketing and sales strategies, expanding the client base and increasing revenue
- Achieved a new client acquisition sales targets200% and revenue generated
- Built strong relationship with new clients, understanding their needs and providing tailored solutions to meet their investment objectives
- Sold third party products, including insurance(life, health and general) and mutual funds, to clients achieve their financial goals by providing them with a range of investments solutions
Business Development Manager
IDBI Bank Ltd
Chennai
01.2007 - 04.2010
- Developed and maintained in –depth knowledge of banking products, including loans, credit cards, and deposit accounts
- Opened new saving and current accounts for clients, ensuring accurate and efficient processing of account opening requests
- Build and maintained strong relationship with clients, understanding therir banking needs and providing tailored solutions
- Communicated effectively with clients, requesting and verifying KYC information, and addressing any related queries or concerns
Education
MBA - Banking & Finance
Alagappa University
03.2025
Bachelor of Arts - Economics
Madras University
01.2011
Diploma - E.E. Engineering
CNPT College
01.2006
Skills
- Financial planning
- Business Development
- Risk Management Systems
- Compliance Systems
- Investment trading platforms
- Market research
- Portfolio management
- Sales and marketing
- Customer service and satisfaction
- Trade execution
Tools Platforms
- Odin and Nest trading platform
- SPIDER SOFTWARE - TECHNICAL SIGNALS
- Symphony XTS Algo-Strategies
- LD Financial Statements
Certification
- NISM DERIVATIVES
Timeline
Deputy Manager
Nirmal Bang Pvt Ltd
03.2023 - Current
Senior Executive
IFCI Financial Services Ltd
09.2015 - 03.2023
Relationship Manager-customer care
India Infoline Ltd
02.2012 - 09.2015
Relationship Manager -Sales
Way2Wealth Brokers Private Ltd
04.2010 - 02.2012
Business Development Manager
IDBI Bank Ltd
01.2007 - 04.2010
MBA - Banking & Finance
Alagappa University
Bachelor of Arts - Economics
Madras University
Diploma - E.E. Engineering
CNPT College
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