Kiran Poluri
CWM-Wealth Advisory, Financial Services
Hyderabad,Telangana
Summary
A competent professional with 19 years of qualitative experience in handling sales and marketing operations for financial products offered encompassing business development, portfolio management and team management. Presently associated with Emkay Global Financial Services based in Hyderabad. Proficient in Risk analysis, portfolio planning, client profiling, succession planning, investment solutions. Also experienced in assigning sales targets, providing necessary assistance, and ensuring achievement of the organisational revenue targets in budgeted parameters. Considerable experience in sales & marketing of mutual funds, alternate products, structured equity and debt, succession planning and other asset class management. Overseeing operations for driving business by effective relationship management and delivery of value-added services to HNI and Ultra HNI clients. Demonstrated skills in team management coupled with excellent organisational ability. MBA (Marketing) from American Management of College, Bangalore in 2004 securing 7.65/ 10 CGPA. Experienced professional with demonstrated success in financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, initiative-taking, and adaptable to dynamic conditions. Dependable professional with extensive experience supporting executive level management including Chief Executive Officer and Associate Director. Respected for organizational and interpersonal aptitudes, implementation of strategic initiatives, special project management and results-focused interactions across organization. Strategic in implementing and monitoring progress of important initiatives and actions plans.
Overview
19
19
years of professional experience
4
4
Certifications
3
3
Languages
Work History
Vice President, Wealth Advisory
Client Associates
02.2024 - Current
- Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
- Delivered strong financial performance despite challenging economic conditions by executing prudent risk management strategies throughout all aspects of business operations.
- Directed marketing strategies to increase brand awareness, generate leads, and grow market share within highly competitive industries.
- Ensured regulatory compliance at all times by implementing robust internal controls systems coupled with proactive monitoring mechanisms.
- Managed financial planning and budgeting processes, ensuring fiscal responsibility and maximizing return on investments.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
DVP- Wealth Management
Emkay Global Financial Services
9 2022 - Current
- Personalised client interaction and relationship management
- Engage and onboard new clients by doing risk profiling and time to time portfolio reviewing
- Identify potential HNI and UHNI clients with existing client references and activate their relationships
- Advise clients on various investments in various asset classes as per their risk profile
- Generate targeted revenue by achieving the given budgets month on month
- Customised client servicing in execution of smooth transactions
- Conduct awareness sessions on planning services
- Tax planning advisory
- Estate & Succession planning services.
Assistant Vice President- Zonal Head Sales-Telangana & A.P & Head Sales-Central India( Ex-Mumbai)
Sundaram Asset Management Company Ltd.
- Expertise in channel sales with core knowledge in Institutional & direct client Portfolio Advisory Services of Sundaram Mutual Fund in Central India region based at Hyderabad
- Major Achievements: Focused approach in enhancing market share in monthly gross and net sales both equity and debt
- Increase month on month sales in alternative segment like PMS and AIF(CAT2 & CAT 3)
- Activating key channel partners who have a wide customer base in mutual funds and portfolio management services
- Managing 12-member team including operational & support staff which involves in time tracking time to time by ensuring hassle free transactions
- Managing Asset size of 1500 cr in my territory with wide spread of all asset classes from both retail & institutional channels
- Increased the asset base in equity and other alternative asset classes like PMS & AIF
- Succeeded in activating all key distributors and clients and maintained incremental growth in market share
- Involved in brand approach to all institutional and retail counters with help of marketing team
- Time to time monitoring the sales performance of team members and helping them to achieve their given targets by collaborating along with them.
Regional Head- Sales ( Telangana & A.P)
01.2014 - Current
- Shown incremental growth in AUM from 450 cr to 1000 cr across all products
- Effective distributor management with incremental growth in empanelment number every month
- Maintained dominant market share with most of the active IFA’s to ensure long term money in both equity and debt
- Shown superior performance in managing B 15 markets as well
- Initiated wide branch network by setting up new branches in key locations for desired market share
- Effectively managed the team by identifying their key strengths and utilize them in achieving organisational goals.
Head- Institutional Sales( Karnataka & A.P)
01.2011 - 01.2014
- Activated all key clients in large client category like Wipro,Infosys,Bosch,Mphasis etc within the first year of my assignment
- Shown an incremental growth in AUM from 120 cr to 900 cr
- Managed 1 junior resource under me and ensured consistent strike rate in new client activation month on month
- Built an FMP book of 300 cr and managed effectively within the provided budgets
- Shown superior performance in building equity book and effective distributor management
- Institutional client management, Activation of new and large accounts
- Sourcing and developing new Institutional Clients, Private wealth channels, National Distributors and Servicing to them
- Sourcing and developing new Institutional Clients, and HNI clients working towards Achieving the Revenue and AUA Targets
- Managing relationship and servicing with all HNI and Corporate Clients
- Having of absolute AAUA of 1200 crore
- Spearheading Corporate Investments, HNI Investments and Investment Planning
- Conducting regular promotional activities
- Succeeded in collecting asset size of 800 crore of sticky money in both Debt and Equity Fund
- Increased the asset base in other ST and LT debt products.
Head-Institutional Sales(A.P)
- Managed an Institutional book of 550 cr with diversified product category and shown an incremental growth in no.of active clients year on year
- Managed 2-member team including operational support staff which was involved in time tracking and serving all clients time to time by ensuring hassle free transactions
- Succeeded in collecting asset size of 375 cr sticky money in both Long Term and Short-Term category
- Increased the asset base in equity and activated client participation across all products
- Succeeded in activating all key and active clients of my region and ensured regular investments to maintain gross sales
- Involved in brand approach to all institutional clients and distributors with help of marketing team.
Manager-Institutional/Banking-Sales, Andhra Pradesh
Mirae Asset Global Investments (India) Pvt. Ltd.
- Presently managing both Institutional and Banking channel sales of Mirae Asset Mutual Fund in Andhra Pradesh region based at Hyderabad
- Managing 2-member team which involves operational support and also successfully managed by introducing a new profile called institutional client support which involves in handling special care in servicing corporates and to ensure smooth transaction process flow without any hassles
- Succeeded in collecting asset size of 40 cr in Liquid and Liquid Plus NFO’s
- Involved in brand approach to all institutional and retail counters with help of marketing team.
Relationship Manager
Kotak Mahindra Asset Management co.ltd
- Managed both Institutional and Banking channel sales of all products of Kotak Mutual Fund in Hyderabad and managing sales with the help of team at coastal A.P
- Added 41 new corporate clients during the year 2007-08 in Hyderabad
- Successfully achieved sales during the year 2007-08 in terms of getting new corporate money and added 18 new HNI clients to the company
- Location: Vijayawada (FY 2004-2006)
- Improved sales as well as assets under management from 1 cr to 10 cr in FY 05-06 in Vijayawada region
- Recipient of best sales achiever in 2005 at Vijayawada region
- Increased Avg
- Application size from Rs.5000 to Rs.40000 in Vijayawada
- Scaled down No
- Of complaints & reduced time in solving the complaints received.
Education
MBA - Marketing-Advertising
Newport University, California
Newport, California06.2004
B.Com - undefined
AMM Degree Collage, Vijayawada, Nagarjuna University
Advanced Certification in Digital Marketing & Communications - undefined
Mudra Institute of Communications
Skills
Sales & Marketing
Certification
PG diploma in Digital Marketing and Communications by MICA
Personal Information
- Father's Name: P.V.Rajendra Prasad
- Date of Birth: 05/31/1981
Contactaddress
#Flat.G-4, Block A-1,Sree Hema durga towers, Miyapur, Telangana
Awards
- Rewarded best content writer in Ad Campaign 2004 at inter -college festival, Bangalore
- Awarded best AD concept in AD Campaign 2004 in promotion of new products
- Winner of Inter school carroms Tournament in 1995-96
- Participated in District Cricket Team under 16 at Zonal level in 1996-97
- Winner of Inter School Quiz Competition in 1994-95
Projects
Summer Internship at Reliance Infocomm ltd., Vijayawada, Management trainee and role of trainer for dealers who are distributors for Reliance mobile and involved in the launch strategy of Reliance mobile., 2002, 2003 Survey on Brand Movement in Market at Merck India Ltd., GLOBARENA, JUBLEE HILLS, HYD, 2 Members, 02/2004, 04/2004, Involved in the brand promotion with the help of survey in the Market and succeeded in increasing the prescription rate by the doctors
Accomplishments
- Achieved monthly budgets by completing it with accuracy and efficiency.
Timeline
Vice President, Wealth Advisory
Client Associates
02.2024 - Current
Regional Head- Sales ( Telangana & A.P)
01.2014 - Current
Head- Institutional Sales( Karnataka & A.P)
01.2011 - 01.2014
MBA - Marketing-Advertising
Newport University, California
B.Com - undefined
AMM Degree Collage, Vijayawada, Nagarjuna University
Advanced Certification in Digital Marketing & Communications - undefined
Mudra Institute of Communications
DVP- Wealth Management
Emkay Global Financial Services
9 2022 - Current
Assistant Vice President- Zonal Head Sales-Telangana & A.P & Head Sales-Central India( Ex-Mumbai)
Sundaram Asset Management Company Ltd.
Head-Institutional Sales(A.P)
Manager-Institutional/Banking-Sales, Andhra Pradesh
Mirae Asset Global Investments (India) Pvt. Ltd.
Relationship Manager
Kotak Mahindra Asset Management co.ltd
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