C HARI PRAKASH
Bengaluru
Summary
Seasoned Wealth Manager with background in both portfolio management and strategic financial planning. Strengths lie in developing customized investment strategies for high net worth individuals, as well as navigating complex financial landscapes. Proven ability to build, maintain and leverage client relationships; adept at helping clients achieve financial goals through sound investment decisions. Made significant impact by driving growth for previous employers and providing clients with strategic wealth management advice.
Overview
5
5
years of professional experience
Work History
Wealth Manager
SHRIRAM LIFE INSURANCE COMPANY LTD
Bengaluru
10.2023 - Current
- Advised clients on different types of insurance products available to them based on their needs.
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- Monitored performance of existing investments and recommended changes when necessary.
- Communicated regularly with clients regarding any changes or updates in the status of their investments.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
Relationship Manager
Edelweiss Tokio Life Insurance Company Ltd
Bengaluru
12.2022 - 09.2023
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Analyzed market trends and identified potential new customers through research activities.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
Telesales Executive
STAR HEALTH & ALLIED INSURANCE COMPANY LTD
Bengaluru
08.2020 - 11.2022
- Identified customer needs and offered appropriate solutions to meet those needs.
- Conducted regular outreach activities including outbound calls, emails, text messages. for lead generation purposes.
- Conducted market research to identify new opportunities for business growth.
- Provided detailed product information and educated customers on features, advantages, and benefits of products or services.
- Maintained a database of prospects and current clients for tracking purposes.
- Answered incoming calls from potential customers and addressed their inquiries.
- Developed strong relationships with potential customers through consistent follow-up contact.
Education
Some College (No Degree) - PUC
Government Junior College
BangarupalyamSkills
- Financial analysis
- Investment strategies
- Portfolio management
- Client communication
- Insurance products
- Customer relationship management
- Market research
- Tax planning
Accomplishments
- CEO award at Shriram Life for two years in a row, 2023-24 and 2024-25
- PAN India is No. 1 in terms of NB for two years in a row at Shriram Life
- Qualified for five international conventions in the last two years at Shriram Life
- Three promotions were availed in the last two years at Shriram Life
Languages
Telugu
First Language
English
Beginner
A1
Kannada
Beginner
A1
Tamil
Beginner
A1
References
References available upon request.
Timeline
Wealth Manager
SHRIRAM LIFE INSURANCE COMPANY LTD
10.2023 - Current
Relationship Manager
Edelweiss Tokio Life Insurance Company Ltd
12.2022 - 09.2023
Telesales Executive
STAR HEALTH & ALLIED INSURANCE COMPANY LTD
08.2020 - 11.2022
Some College (No Degree) - PUC
Government Junior College