ANIL RAVI TEJA KONATHALA

• Advising Affluent & HNI clients on their Investments across a gamut of wealth products and managing their overall financial portfolio.
• Deepening the wallet from new clients & existing clients to manage client portfolios, keeping client plans up-to- date.
• Analyze client portfolios and make necessary suggestions. This includes comprehensive financial planning and asset allocation and accordingly advising clients on investment products and services across asset classes like Equity & Debt Markets.
• Ensure highest levels of customer service and experience to these HNI customers by achieving financial goals and maintaining organization brand value.
• Achieving targets by sourcing new clients to book & cross sell to existing clients.
• Since Clients addition & communication with clients is extremely important, we spend much of the time in holding meetings and generating revenue’s.

Achievements:

• On boarded 11 client in first month.
• consistency in Life insurance & Mutual funds Month on month.
• penetrated 37% of the mapped book.

• To help clients grow their wealth serving as trusted consultants to high-net-worth individuals or families and create strategic plans based on the clients’ objectives and financial profile.
• Encompassing investments, INSURANCE, MUTUAL FUNDS,BONDS, PMS, STRUCTURES, AIFS and Trading & TRUST and estate taxes, and RETIREMENT.
• Typically, we are also responsible for implementation, and manage investment portfolios and asset allocation, vigilantly tracking results and adjusting their course of action.
• Since Clients addition & communication with clients is extremely important, we spend much of the time in holding meetings and generating revenue’s.

Achievements:

• On boarded 15 clients in month with decent Aum Transfer.

• Core focus is into Generating Revenue & meeting the targets by managing relationships of super HNI clients, retaining & enhancing advisory relationships.
• To achieve sales targets in terms of income generated across all advisory products STRUCTURES, MUTUAL FUNDS, CORPORATE FIXED DEPOSITS, PMS, AIF, NCD, EQUITY.
• Focused Areas are client addition & To keep one self updated on the financial markets and in advisory products / services in particular.

Achievements:

• Stood second topper in zone level debt products contest with 18 cr value with in 3 months.
• Topper in equity revenue at regional level.
• Received an award by zonal head for Client addition & family.

It's an Individual revenue generating role along with responsible for supporting sales team in achieving their wealth products target.

• Handling a Twenty three member team for investment products and supporting them meeting the targets also aside of it doing self-targets. Core focus is into PMS, ALTERNATIVE INVESTMENT FUNDS, PRIVATE EQUITIES, MF.
• Training the teams regarding investment products so that they can initiate the meeting.
• Interaction with customer on field and off field to solve their queries as & to pitch cross products to get business.
• Developed loyal and highly satisfied customer base through proactive management of customer service strategies.
• Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources.

Achievements:

• Achieved best self sourced performer award for FY 17-18 under investment products at regional level.
• Stood Third topper at AIF category in regional level.

Interaction with customer on field and off field to solve their queries as & when they needed. Explain financial product to the customer and make them understand ICICI product value with their convenient time. Helps customers in trading as well as fulfill all their financial needs depending upon the portfolio.

Achievements:

• Promoted twice in a FY13-FY14 from Grade MT to SRM to KRM in ICICI Securities.

• Achieved Best Employee Award for FY14.

• Achieved second topper award in Life Insurance for FY14 at an India level.

• Qualified for two international trip & four National trips in Life Insurance contests.

• Achieved “ERS-ACE club privileged” award and “Take off champs” award from ICICI.

• Appreciated for highest value achievement for ICICI within provided time period.

• Topper in portfolio management services (PMS) at regional level.

• Helps team members as per my best when they required.