Summary
Overview
Work History
Education
Skills
Certifications
Languages
Timeline
Generic

Koti Navatunga

No.33 2nd B Cross 3rd Main Surabhi Nagar West JP Nagar 8th Phase Bengaluru -560076

Summary

Results-driven finance professional with 10+ years of experience in Retail Banking,Investment Analysis and extensive experience in various industries including automotive, Wate management and Insurance.Skilled in financial modeling, equity research, portfolio evaluation, and risk assessment. Proven ability to deliver data-backed investment insights that support strategic decision-making. Strong client relationship management with a focus on maximizing value and returns. Seeking an Investment Analyst role in a reputed organization, preferably in Bangalore

Overview

11
11
years of professional experience

Work History

Senior Manager

Kotak Mahindra Bank
Bangalore
09.2019 - Current

• Implemented business analysis and product management strategies to enhance product penetration and strengthen client relationships, contributing to increased revenue and wallet share.

• Managed end-to-end operations for high-value client accounts, including dispute resolution, service delivery, and operational compliance.

• Demonstrated expertise in sales, service, and distribution of a wide range of banking and investment products including mutual funds, bonds, insurance, portfolio management, acquisitions, and divestitures.

• Retained and re-engaged at-risk clients by conducting root-cause analysis and implementing service improvements, resulting in improved client satisfaction and reduced attrition.

Agency Development Manager

Max Life Insurance Company
Bangalore
06.2018 - 09.2019

Recruited and trained insurance agents, growing the sales force and distribution network. Led recruitment drives, delivered comprehensive training, and mentored agents on sales techniques and customer relationship management. Provided ongoing support to help agents meet targets and improve performance. Developed sales strategies, conducted performance reviews, and collaborated across teams to drive revenue and achieve business goals.

Business Development Manager

Waste is Gold Technologies Pvt Ltd
Bangalore
10.2017 - 05.2018

Led business development for an organic waste composting company, promoting products to apartment associations and other clients.

.Delivered presentations on composting benefits, boosting awareness and sales. Collaborated with sales to drive growth and built relationships with key stakeholders. Supported marketing efforts across online and offline channels.

Works Manager

SRS Diesels Bosch Authorized Service Centre
Chitradurga
12.2014 - 08.2017

Managed operations at a Bosch Authorized Service Centre, focusing on warranty automotive service.

Oversaw service and sales, ensuring Bosch standards and customer satisfaction.

Resolved service and sales inquiries by coordinating with staff and customers.

Streamlined workflows to boost service efficiency.

Collaborated with Bosch reps to stay current on products and protocols.

Education

Master of International Business - HR & Marketing

Bangalore University
Bangalore
07.2014

Bachelor of Arts - Criminology

Kuvempu University
Chitradurga, Karnataka
07.2011

Skills

    * Portfolio Management Investment

    * Research & Analysis

    * Equity & Debt Analysis

    * Asset Allocation Strategies

    * Banking Products

    * Problem Solving

Certifications

* NISM V (National institute of securities market)

* IRDA (Insurance Regulatory and Development Authority of India)

* MS office - Excel, powerpoint and word

* Manipal Academy of BFSI - Capturing Affluence - The Kotak Way

Languages

Kannda
Proficient
C2
English
Proficient
C2
Hindi
Proficient
C2
Telugu
Proficient
C2

Timeline

Senior Manager

Kotak Mahindra Bank
09.2019 - Current

Agency Development Manager

Max Life Insurance Company
06.2018 - 09.2019

Business Development Manager

Waste is Gold Technologies Pvt Ltd
10.2017 - 05.2018

Works Manager

SRS Diesels Bosch Authorized Service Centre
12.2014 - 08.2017

Master of International Business - HR & Marketing

Bangalore University

Bachelor of Arts - Criminology

Kuvempu University
Koti Navatunga