ANANTA PRASAD JENA
Bangalore
Summary
Strategic and results-driven Senior Wealth Relationship Manager with 16+ years of expertise in advising HNI, UHNI, and NRI clients. Proven specialist in managing complex multi-asset portfolios, with a focus on Structured Products, and Portfolio Management Services (PMS). Expertise in executing goal-based wealth strategies that integrate tax optimization, estate planning, and succession planning. Renowned for high-stakes business development, exemplified by sourcing a record 15CR ticket size premium and achieving 375% of annual targets. Committed to a hybrid advisory model, leveraging AI-driven insights alongside high-touch human relationship management to deliver superior client outcomes.
Overview
17
17
years of professional experience
Work History
Sr. Corporate Sales Manager
HDFC Life Insurance
10.2021 - Current
- Portfolio Advisory: Lead a team of 4 Relationship Managers focused on delivering Life-Insurance-as-an-Asset-Class solutions for UHNIs, integrating them into broader estate and succession plans.
- High-Yield Solutions: Advise HNI/NRI clients on capital preservation and growth using a mix of Structured Products, Mutual Funds (AIF/PMS), and Health Assets.
- Key Achievement: Orchestrated the sourcing of a 15CR single-ticket premium—the highest in Pan-India for FY 22-23—by positioning insurance as a tax-efficient wealth transfer tool.
- Market Dominance: Captured 75% market share in the assigned segment, achieving 375% of YTD revenue targets through aggressive cross-selling of Bank-Wealth products (Loans, MF, GI).
Area Manager
Future Generali India Life Insurance
01.2020 - 12.2020
- Client Segmentation: Directed two front-line teams (16 members) to penetrate the High-Net-Worth segment, focusing on goal-based wealth planning rather than product-pushing.
- Strategic Partnerships: Collaborated with marketing and product teams to design customer loyalty programs and promotional activities that increased brand visibility in the premium wealth space.
- Mentorship: Provided technical guidance on closing high-value opportunities, ensuring the team met complex compliance and regulatory standards.
Cluster Head
Kotak Mahindra Life Insurance
09.2018 - 01.2020
- Multi-Channel Strategy: Managed the Banca Direct, Corporate Salary, and DM channels across South India (Bangalore, Chennai, Hyderabad), focusing on maximizing Total Wallet Share.
- Asset Allocation: Consulting with Regional Heads to align regional sales calendars with market volatility, ensuring client portfolios remained resilient.
- Operational Integrity: Enforced strict adherence to regulatory standards and ethical guidelines, maintaining a zero-complaint record across high-volume wealth channels.
Business Manager (Wealth & Agency)
SBI Life Insurance Company
11.2011 - 09.2018
- HNI/NRI Deepening: Spearheaded the acquisition and management of HNI/NRI relationships, utilizing Referral-Based Solicitation to grow the book of business.
- Credit & Protection: Integrated Mortgage-linked protection and Structured Credit solutions for corporate and HNI clients to ensure holistic financial security.
Agency Manager
ICICI Prudential Life Insurance Co.
09.2009 - 11.2011
- Business Scaling: Achieved 131% of business targets by recruiting and training a high-caliber advisor force focused on the mass-affluent segment.
Education
MBA - Marketing and Finance
Bangalore University
Bangalore01-2008
MA - Economics
Fakir Mohan University
Orissa01-2004
B.Sc. (Bachelor of Science) - undefined
Fakir Mohan University
Orissa01-2000
Skills
- Wealth Strategy: Bespoke Financial Planning, Asset Allocation, Succession & Estate Planning
- Investment Products: Expertise in AIFs (Category I, II, III), PMS, Mutual Funds and Direct Equity
- Modern Wealth Trends: Proficiency in Portfolio Monitoring, and NRI Cross-Border Advisory
- Performance Leadership: Consistently exceeding MDRT benchmarks; skilled in leading large front-line sales teams (16 members)
Timeline
Sr. Corporate Sales Manager
HDFC Life Insurance
10.2021 - Current
Area Manager
Future Generali India Life Insurance
01.2020 - 12.2020
Cluster Head
Kotak Mahindra Life Insurance
09.2018 - 01.2020
Business Manager (Wealth & Agency)
SBI Life Insurance Company
11.2011 - 09.2018
Agency Manager
ICICI Prudential Life Insurance Co.
09.2009 - 11.2011
MA - Economics
Fakir Mohan University
B.Sc. (Bachelor of Science) - undefined
Fakir Mohan University
MBA - Marketing and Finance
Bangalore University