Karthik Krishnamurthy
Bengaluru
Summary
Results-driven professional with 20+ years of experience in Business Development, Team Handling, Customer Relationship Management, Financial Analysis & Strategic Planning. Proven ability to collaborate with diverse teams and departments to achieve organizational goals. Skilled in identifying and implementing process improvements to drive efficiency and productivity. Known for positive attitude and adaptability.
Overview
24
24
years of professional experience
Work History
Investment Counselor
IDFC First Bank
Hyderabad, Bengaluru
09.2023 - Current
- Formulated customized investment plans tailoring them to clients' specific aims, tolerance for risk, and financial resources.
- Evaluated and provided recommendations for adjustments to client portfolios based on performance analysis.
- Tailored personalized portfolio management strategies based on clients' unique requirements.
- Ensured seamless customer experience through cross-functional collaboration.
Associate Vice President
IDFC First Bank Ltd
Hyderabad
05.2022 - 09.2023
- Managed and enhanced relationships with a diverse portfolio of 65 high net worth individuals, resulting in a total relationship value of INR 1200Mn.
- Collaborated with customers to provide appropriate solutions for their specific financial requirements while promoting the use of available technological resources.
- Proven track record of meeting and exceeding sales objectives for assigned initiatives.
Private Banker
ICICI Securities Pvt Wealth
Hyderabad
09.2016 - 04.2022
- Managed INR 3670 Mn portfolio, implementing monthly summaries to evaluate client engagement
- Facilitated strategic decision-making process for tailored solutions that met client needs
- Developed a wider customer base by implementing Community outreach programs and strategic business alliances
- Formulated a strategic roadmap for the company while identifying prospective customer base.
Associate Vice President
HSBC Ltd
Chennai, Mumbai
03.2008 - 08.2016
- Hired and supervised employees to optimize productivity, enhanced team member performance by implementing effective monitoring, training, and motivational strategies.
- Managed a portfolio of 150 High Net-worth Individuals, having an aggregate Relationship Value of INR 300 Mn
- Effectively represented the company at trade shows and client meetings, establishing strong relationships with potential customers and business partners
- Successfully implemented strategies to mitigate more than 100 profiles of Retail Banking as part of a National project, resulting in improved adherence to De Risking norms.
- Implemented effective strategies based on Data Analytics and Client Feedback to optimize client interactions
Trade Lane Manager
St. John Freight Systems Ltd
Tuticorin, Guntur, Tirupur, New Jersey(USA)
08.2001 - 03.2008
- Managed Tuticorin branch Operations for all verticals
- Managed and oversaw Import Cargo operations on USA Trade desk in New Jersey.
- Managed as a Co Ordinator for Pilot Project with TEA (Tirupur Exporters Association) to establish Warehousing Facility in Antwerp.
- Managed branches in Guntur and Tirupur, boosting business volumes by over 180%.
Skills
- Business Development
- Client Relationship Management
- Financial Planning
- Risk Analysis & Management
- Strategic Planning
- Business Growth and Marketing Strategies
- Portfolio Management
Affiliations
- Past President for Hyderabad based chapter of Rotary International, held various key board positions in the Rotary International District.
- Secretary for Hyderabad based Chapter of Round Table India, a voluntary organization, engaged in building schools / toilet blocks for underprivileged kids.
- Member of various Social Organizations engaged in community service and well being.
Additional Information
- Passionate Cricket player, A great foodie, Loves to Travel
- An avid Nature lover.
Languages
English
First Language
Tamil
Proficient (C2)
C2
Telugu
Advanced (C1)
C1
Kannada
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
References
References available upon request.
Timeline
Investment Counselor
IDFC First Bank
09.2023 - Current
Associate Vice President
IDFC First Bank Ltd
05.2022 - 09.2023
Private Banker
ICICI Securities Pvt Wealth
09.2016 - 04.2022
Associate Vice President
HSBC Ltd
03.2008 - 08.2016
Trade Lane Manager
St. John Freight Systems Ltd
08.2001 - 03.2008
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