Looking forward for a challenging environment where I can learn and apply my learnt knowledge and skills for the betterment and growth of the organization.
Overview
6
6
years of professional experience
19
19
years of post-secondary education
Work History
Deputy Manager
HDFC BANK Ltd
03.2022 - Current
Assist customers daily in opening and closing accounts, and cross-sell related products such as overdraft protection; refer other sales opportunities such as college financial planning to appropriate personal banker
Help customers with tasks such as resolving account issues, putting in special account instructions, making wire and telephone transfers, and handling stop payments
Meet with manager to set and exceed sales goals for a diverse customer base
Help customers understand what is happening with their money and to feel confident in the bank’s ability to help
Take over bank teller duties when needed, maintaining top quality in front-line coverage
Maintain professional appearance and behavior for customers at all times
Relationship Manager
Bajaj Capital
01.2021 - 02.2022
Acquire new clients and Increase engagement of existing clients by providing complete financial planning solutions
Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch
Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products
Conduct regular marketing activities with the branch marketing and product team by showcasing our products and features and generating leads
Achieving Revenue Targets.
Senior Analyst
State Street HCL
10.2019 - 01.2021
Processing the trades executed by various Investment managers in various funds
Taking care of whole funds without cash breaks
Training new employees in the process
Responsible for overall valuation of the Investment managers.
Investment Advisor
SHAREKHAN LTD
09.2018 - 09.2019
Managing High Net worth Investors
Portfolio Management for Mutual Fund Investors
Developing and Maintaining Business relationship with clients
Taking Care of Whole Branch Mutual Fund target.
Equity Advisor
Karvy Stock Broking Ltd
04.2017 - 07.2018
Interact with clients to update them on research call s and advising them on asset allocation within their portfolio and guide them on Buy, Sell orhold strate gy
Keep abreast of micro & macroeconomic indicators global & domestic financial markets and impact on stock movements
Help customers to Execute trade online and place orders on behalf of customers
Education
Master of Business -
Administrationat Vivekananda Institute of Management Studies
09.2015 - 03.2017
Bachelor of Mechanical Engineering -
JKK Nataraja College of Engineering and Technology
07.2011 - 04.2014
Diploma - Mechanical Engineering
NanjiahLingammal Polytechnic College
09.2008 - 04.2011
SSLC -
Gandhi Matriculation Higher Secondary School
08.1996 - 04.2008
Skills
NISM VIII DERIVATIVES
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Timeline
Deputy Manager
HDFC BANK Ltd
03.2022 - Current
Relationship Manager
Bajaj Capital
01.2021 - 02.2022
Senior Analyst
State Street HCL
10.2019 - 01.2021
Investment Advisor
SHAREKHAN LTD
09.2018 - 09.2019
Equity Advisor
Karvy Stock Broking Ltd
04.2017 - 07.2018
Master of Business -
Administrationat Vivekananda Institute of Management Studies
09.2015 - 03.2017
Bachelor of Mechanical Engineering -
JKK Nataraja College of Engineering and Technology