KIRUBAKAR A
Salem
Summary
Dynamic professional with a proven track record at ICICI Securities Limited, adept in portfolio management and client relationship building. Leveraged equity analysis expertise to enhance investment performance, achieving significant sales growth. Skilled in developing strategic partnerships and executing effective marketing campaigns, consistently expanding customer bases and strengthening investor relations.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Cheif Wealth Relationship Manager
ICICI Securities Limited
Tiruchirapalli
02.2024 - Current
- Assisted with the preparation of prospectuses for newly launched mutual funds.
- Researched and analyzed various funds, stocks, bonds, and other investment products.
- Discussed goals and strategies with potential investors and implemented corrective actions to enhance performance.
- Managed client portfolios to ensure maximum return on investments while minimizing risk.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Monitored changes in economic conditions, industry trends, and investment markets.
Customer Relationship Officer
Think & Learn Private Limited
Tiruchirapalli
05.2022 - 02.2024
- Used consultative techniques to understand customer needs, and make strategic referrals to business partners.
- Maintained open communication with old clients to cement relationships, drive referrals, and obtain repeat business.
- Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
- Resolved customer complaints promptly and efficiently.
Marketing Executive
Brainbees Solution Private Limited
Coimbatore
04.2019 - 04.2022
- Handling distribution in assigned hospitals
- Addition of new hospitals in assigned territory
- Created strategies to develop and expand existing customer sales, resulting in an increase in annual sales
Business Development Executive
PSS AGENCIES
Salem
06.2017 - 04.2019
- Company Overview: Distributor of Zoomal and IPOL Lubricants.
- Created professional sales presentations and seminars to demonstrate product features and competitive advantage effectively
- Created strategies to develop and expand existing customer sales, resulting in an increase in annual sales.
- Negotiated contracts with clients for new business development initiatives.
Education
B.E - mechanical engineering
Karpagam University
Coimbatore01.2015
Higher Secondary School Leaving Certificate -
Mahendhra Higher Secondary School
Namakkal01.2011
Secondary School Leaving Certificate -
Mahendhra Higher Secondary School
Namakkal01.2009
Skills
- Portfolio management
- Asset allocation
- Insurance planning
- Equity Analysis Expertise
- Mutual Fund Risk Evaluation
Certification
- NISM VA
- NISM XX1A
Disclaimer
I hereby declare that statements made in true complete and correct to the best of my knowledge.
Timeline
Cheif Wealth Relationship Manager
ICICI Securities Limited
02.2024 - Current
Customer Relationship Officer
Think & Learn Private Limited
05.2022 - 02.2024
Marketing Executive
Brainbees Solution Private Limited
04.2019 - 04.2022
Business Development Executive
PSS AGENCIES
06.2017 - 04.2019
- NISM VA
- NISM XX1A
B.E - mechanical engineering
Karpagam University
Higher Secondary School Leaving Certificate -
Mahendhra Higher Secondary School
Secondary School Leaving Certificate -
Mahendhra Higher Secondary School
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