KIRAN KUMAR VAKITI
Hyderabad
Summary
I am flexible, reliable and possess excellent time keeping skills. I am an enthusiastic, self-motivated, reliable, responsible and hardworking person. I am a mature team worker and adaptable to all challenging situations. I am able to work well both in a team environment as well as using my own initiative.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Associate Principal
Fundsindia Private Wealth
TELANGANA
02.2025 - Current
- Managing HNI clients with a focus on long-term wealth creation and relationship growth.
- Building strong client relationships through personalized investment and wealth solutions.
- Acquiring new HNI clients and expanding business through referrals and relationship networks.
- Advising clients across Mutual Funds, Equities, PMS, AIFs and Fixed Income products.
- Growing AUM by identifying suitable investment opportunities based on client needs and risk profiles.
- Conducting regular portfolio reviews and providing timely investment and market insights.
- Supporting clients with seamless onboarding, Demat accounts and complete wealth management services.
Branch Manager
ICICI SECURITIES LTD
Hyderabad
04.2024 - Current
- Maximised branch revenue by optimising operations.
- Designed sales and service strategies to improve revenue and retention.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Maintained high levels of customer satisfaction through exceptional service and prompt resolution of complaints.
- Led staff meetings to communicate targets and performance expectations, fostering team alignment.
- Performed appraisals for branch staff and made training recommendations to develop capabilities and skills.
- Evaluated market conditions and competitor activities to adjust strategies and maintain competitive edge.
CHIEF Relationship Manager
ICICI SECURITIES LTD
Hyderabad
02.2023 - 02.2024
- Added new clients to sales pipeline each month.
- Set benchmarks for success in relationship management team, enhancing performance and accountability.
- Implemented customer service excellence standards, reducing complaint resolution time by 40%.
- Achieved sales targets in PMS, Insurance, New NCA, MF, and assets, resulting in promotion to Branch Manager in southern region.
CHIEF WEALTH MANAGER
ICICI SECURITIES LTD
Hyderabad
02.2022 - 01.2023
- Led client meetings to review financial goals, investment performance, and adjust strategies as needed.
- Led a team of junior wealth managers and analysts, providing mentorship and overseeing their professional development.
- Developed tailored investment strategies for high-net-worth clients, maximising returns and minimising risks.
- Managed a diverse portfolio of assets, including equities, bonds, and alternative investments, for optimal performance.
- Fostered long-term client relationships through exceptional service, transparent communication, and trust-building.
Key Relationship Manager
ICICI SECURITIES LTD
Hyderabad
08.2021 - 01.2022
- Cultivated strong relationships with key clients, enhancing business retention and loyalty.
- Identified opportunities for cross-selling and upselling, significantly increasing account value.
- Exceeded sales targets by 25%, leading to promotion to Chief Relationship Manager.
- Assessed client satisfaction through surveys and feedback, leveraging insights to implement improvements.
- Developed customised presentations for potential clients, showcasing the company's strengths and capabilities.
- Facilitated training sessions for new team members on relationship management best practices.
Senior Relationship Manager
ICICI SECURITIES LTD
Hyderabad
02.2021 - 07.2021
- Managed a portfolio of high-net-worth clients, providing personalised financial advice and services.
- Organised and hosted client engagement events to strengthen relationships and uncover new business opportunities.
- Collaborated with the marketing department to create targeted campaigns, increasing client acquisition by 50%.
- Established success benchmarks within relationship management team to enhance performance and accountability.
- Coordinated arrangements for international trip to Budapest to enhance professional network.
Management Trainee
ICICI SECURITIES LTD
Hyderabad
09.2020 - 01.2021
- Completed comprehensive management training programme to enhance leadership and strategic skills.
- Shadowed senior staff to learn mentoring, training, and management of team.
- Executed all project take-off tasks to ensure accurate project initiation. and advanced to Senior Relationship Manager role.
Education
Master of Business Administration - Finance & Marketing
GITAM HYDERABAD BUSINESS SCHOOL
Hyderabad03-2020
Bachelor of Commerce - financial , Accounting and marketing
Noble Degree & PG College
Hyderabad03-2018
Intermediate - Maths , Economics and commerce
Sri Chaithanya junior college
Hyderabad03-2015
Skills
- Wealth management solutions
- Client relationship management
- Portfolio analysis
- Customer satisfaction
- Team leadership
- Problem solving
- Time management
Accomplishments
- Successfully progressed from Retail Wealth Management to Private Wealth, demonstrating strong expertise in client acquisition, investment advisory, and relationship management, and earning the opportunity to serve HNI and UHNI clients at FundsIndia Private Wealth.
- Taken five job promotions in the same company in the time frame of four years.
- Qualified for two international trips, Budapest and Switzerland.
- Awarded as Employee of the Year, Mutual Fund and Insurance Business Best Employee for the years 2023 and 2024.
Certification
- NISM Series-XXI-A Portfolio Management Services Distributors Certification
- NSIM SERIES VA
- IRDA
Languages
- Telugu
- Hindi
- English
Hobbies and Interests
- Watching all zonar movies
- Cooking different varieties of food in free time
Timeline
Associate Principal
Fundsindia Private Wealth
02.2025 - Current
Branch Manager
ICICI SECURITIES LTD
04.2024 - Current
CHIEF Relationship Manager
ICICI SECURITIES LTD
02.2023 - 02.2024
CHIEF WEALTH MANAGER
ICICI SECURITIES LTD
02.2022 - 01.2023
Key Relationship Manager
ICICI SECURITIES LTD
08.2021 - 01.2022
Senior Relationship Manager
ICICI SECURITIES LTD
02.2021 - 07.2021
Management Trainee
ICICI SECURITIES LTD
09.2020 - 01.2021
Master of Business Administration - Finance & Marketing
GITAM HYDERABAD BUSINESS SCHOOL
Bachelor of Commerce - financial , Accounting and marketing
Noble Degree & PG College
Intermediate - Maths , Economics and commerce
Sri Chaithanya junior college