ANOOP CHANDRAN
Changanasserry
Summary
A motivated banking professional possessing a strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions. I am used to making important financial decisions and am very good at maximizing investment returns whilst minimizing potential losses. I do have a unique investment philosophy and well-developed analytical, decision- making and problem-solving skills. I have a proven track record of managing matrix, multi-functional teams that have maximized revenue and minimized expenses.
Overview
17
17
years of professional experience
Work History
CEO
Ettutharayil Finance Pvt Ltd, Samrudhi Wealth
09.2024 - Current
- Setting and Executing organizational strategy.
- Building the senior leadership team.
- Making capital allocation decisions.
- Setting vision, values and corporate culture.
- Communicate effectively with all stakeholders.
Senior Relationship/Wealth Manager, Privy Banking
Kotak Mahindra Bank
11.2022 - 09.2024
- Managing HNA customer’s wealth of 180crore
- One-point contact for all requirements of High Net Worth customers in the Branch
- Ensuring the highest levels of service to the High Net Worth Customers
- Providing financial planning and investment advice
- Sales targets spread across liabilities, Retail assets, Business banking, Forex, Credit cards, Online trading etc
- Acquisition & Servicing of High Net Worth customers
Senior Manager, Insignia Accounts
RBL Bank Ltd
05.2021 - 12.2021
- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition
- Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc
- Ensure quality of sourcing by acquiring Potential Insignia Clients
- Acquiring and managing both businesses, individual (resident and NRI) clients
- Increase product penetration and exit barriers, by cross-selling a greater number of products per client
- Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency
- Work in close coordination with Client Experience Managers to deliver superior service to clients
- Reduce rejection rates and improve quality of documentation
- Currently managing portfolios worth INR 120 Crores
Preferred Relationship Manager
HDFC Bank
01.2016 - 04.2021
- Managing the High Net Worth customers of the Bank
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships
- Profiling Customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the High Net Worth customers
Assistant Vice President
Hedge Equities Ltd
01.2014 - 01.2016
- Strong investment research experience
- Delivered leadership in establishing deep client relationships and delivering high levels of service to clients
- Negotiated and collaborated with decision makers and decision influencers to help achieve investment goals
- Retained 100% of clients while company merger was going on and upsold clients on new products
- Meeting with prospective clients to present investment strategies to them and to guide them through the sales process
- Researching companies and markets
- Making informed financial recommendations and decisions
- Monitoring and approving equity trades for client portfolios
- Participating in investment policy discussions and decisions
- Conducting complex mathematical analysis using models
- Developing financial models
- Keeping an eye on the latest financial news and reports from the markets
- Ensuring that all compliance regulations are met
- Meeting clients to develop investment objectives
- Making sound decisions based on factual information
- Attending and contributing to investment policy committee meetings
- Preparing new business presentation material
- Conducting due diligence on companies and industries
- Assessing and interpreting complicated financial information
- Maintaining client relationships through regular communication
PAN India Processing Leader Unit Head
Motilal Oswal Securities Ltd.
01.2011 - 01.2014
- Company Overview: Motilal Oswal is having more than 850 franchisee all over India and their all inactive clients are handled by my team of (Advisors), clients includes HNI as well as retail clients too
- Purpose of this desk is to make all inactive clients to activate clients by giving proper advice on their portfolio, make them actively participate in market and provide better client servicing
- This process helps to increase the client active ratio% in Pan India level and tremendous revenue was also generated
- Handled a team of 25 to 30 members who were experienced in advisory
- Generated Fundamental Research calls for these clients
- Cross selling of Third party product (Mutual Fund & SIPs)
- Handled Call and Trade Desk Of MOSL
- All online and offline clients can call on our Call and trade number and place the orders
- Team consists of 8 to 10 members who were having experiences in the market for minimum 2 years
- Crossed the yearly revenue target, one month earlier
- Handled First Online Branch for MOSL
- Lead the Sales team used to call the leads which were generated from money control and other sources and used to open 80 to 100 accounts every month
- Transfer of accounts to dedicated advisers, client services and revenue generation from these accounts
- Instrumental in resolving the client issues within 24 hours
- Lead my Online Branch to the Top 10, with 1500 clients
- Motilal Oswal is having more than 850 franchisee all over India and their all inactive clients are handled by my team of (Advisors), clients includes HNI as well as retail clients too
Trading & Investor Grievances Associate- Equities
India Infoline Financial Services Ltd
01.2010 - 01.2011
- Dealing with escalated grievances that include trading, service issues and unauthorized trades
- Grievances are received in form of emails and calls
- Trading queries include market fluctuation, market recommendations, and economic factors
- Service issue includes unsatisfactory services provided by branch and relationship manager to the client and wrong deduction of charges etc
- Investigation of unauthorized trade i.e
- Trades done in the client account without client intimation
- Developed an excellent foundation on various types of risks associated with global market instruments: market, credit and liquidity risk
Sales & Trading Executive Associate
Geojit BNP Paribas Financial Services
01.2008 - 01.2010
- Front-desk role sales-trader dealer function specializing in Indian Cash Equities
- Responsibilities include analyzing the daily themes/flows occurring in the markets
- To ensure that clients are aware of news flow in relevance to their trading book
- To facilitate clients to be in the “best” available position to make trades
- Specific Equities Trading functions include using the clients capital to buy and sell securities on behalf of clients
- This involves generating trade ideas and executing trades by providing clients with analysis and synthesized market information and also to provide post-trade services/support
- Specific equities sales functions include understanding client strategies and needs
- Providing clients with investment ideas to achieve their targets
- Educating clients about complex structures and technical products and to promote in-house research and trading products
- Obtained solid exposure to BNP Paribas' equity Operations all of the firm's equity flow business to design and execute controls over processes, data and infrastructure for exchange, trade and transaction, and position monitoring and reporting
- Passed NCFM Modules: Capital Market and Derivatives
Education
B.com - Accountancy, Business Studies, Economics, Informatics and English
St.Berchmans College
05.2008
12th - Accountancy, Business Studies, Economics
Good Shepherd Public School
Changanacheri05.2005
Skills
- Proven leadership skills
- Client relationship development and management
- Knowledge and understanding of the mechanics of various securities markets
- Ability to work in a fast-paced environment
- Ability to work under stress and meet deadlines
- Strong time management skills
- Investment Fund Management
- Negotiation skills
- Cross Selling
- Investment Management
- Business Development
- Risk Management
Languages
English (Fluent)
Hindi (Intermediate)
Malayalam (Fluent)
Awards
- MDRT Winner, HDFC BANK LTD
- 2019
- 2020
- Excellence in Sales and Advisory Awards, Motilal Oswal Securities Ltd, 6 months
Personal Information
- Date of Birth: 03/14/88
- Nationality: Indian
- Marital Status: Married
Timeline
CEO
Ettutharayil Finance Pvt Ltd, Samrudhi Wealth
09.2024 - Current
Senior Relationship/Wealth Manager, Privy Banking
Kotak Mahindra Bank
11.2022 - 09.2024
Senior Manager, Insignia Accounts
RBL Bank Ltd
05.2021 - 12.2021
Preferred Relationship Manager
HDFC Bank
01.2016 - 04.2021
Assistant Vice President
Hedge Equities Ltd
01.2014 - 01.2016
PAN India Processing Leader Unit Head
Motilal Oswal Securities Ltd.
01.2011 - 01.2014
Trading & Investor Grievances Associate- Equities
India Infoline Financial Services Ltd
01.2010 - 01.2011
Sales & Trading Executive Associate
Geojit BNP Paribas Financial Services
01.2008 - 01.2010
B.com - Accountancy, Business Studies, Economics, Informatics and English
St.Berchmans College
12th - Accountancy, Business Studies, Economics
Good Shepherd Public School
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