Jaya Priya O M

• Working as Authorized Person with Kotak Securities Ltd.
• Executed trade orders for clients as Dealer.
• Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
• Trained and guided team members to maintain high productivity and performance metrics.
• Led change and transformation across business areas, Increased clientele base to 150 clients.

• Working as Mutual Fund Distributor for various Asset Management Companies, servicing over 150 clients.
• Gained understanding of each client's long and short-term objectives and constraints to better create wealth for them.
• Regularly interacted with clients and recommended best mutual funds according to their needs and priorities.
• Established regular and periodical reviews of clients mutual funds to improve returns and help achieve their investment goals.

• Assisted senior analysts in generating insightful reports for clients, contributing to increased client satisfaction.
• Demonstrated strong attention to detail when analyzing financial statements, identifying key trends that influenced investment recommendations.
• Gained proficiency in financial software tools like Bloomberg Terminal, enhancing overall research capabilities.
• Supported the equity research team by creating and updating financial models, enabling better decisionmaking.
• Researched macroeconomic, industry and company-specific data to inform investment decisions.
• Conducted macroeconomic analysis to assess potential market impacts on portfolio holdings, ensuring well-informed investment decisions.
• Improved the accuracy of valuation analyses through rigorous peer comparisons and benchmarking.
• Enhanced investment strategies by conducting thorough industry and company-specific research.

Worked diligently in Growth Path as
Insurance Advisor from April'05 to Associate Regional Manager Dec '17

SIGNIFICANT ACHIEVEMENTS

• Holds merit of successfully accomplishing set target across work tenure
• Utilized market trends and target audience statistics to effectively and appropriately market products.
• Maintained 100% Persistency in renewal collection throughout career
• Sourced and Serviced NRI Clients to increase Sales and HNI Clientele base .
• Ranked No 1 Sales Manager in TN and Pan India multiple times for consistent target achievements.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions
• Modeled best practices for sales and customer service