Kumaravel D
Chennai
Summary
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 11 years of success supporting client financial goals through astute investment guidance.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Assistant Manager - Investment Advisory
Wealth India Financial Services P Ltd
Chennai
07.2015 - Current
- Advising Ultra HNI segment in designing a well- diversified investment portfolio.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Increasing assets under management by offering investment and insurance solutions to clients.
- Advised on investment portfolios with 401k, pension and tax-sheltered annuity products.
Investment Relationship Manager
Allegro Capital P Ltd
Chennai
06.2012 - 06.2015
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
Investment Banker
ING Vysya Bank
Chennai
10.2011 - 05.2012
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
Education
MBA - Finance And Marketing
02.2010
Bachelor of Arts - Commerce
04.2008
Skills
- Uncompromising work ethic
- Managing AUM of 200 Crores
- Investor Wealth Building
- Effective relationship building
Languages
Tamil
First Language
English
Advanced
C1
Hindi
Upper Intermediate
B2
Accomplishments
- Promoted from Senior Advisor to Team Manager, in less than 12-months.
Certification
- NISM V-A Certification completed
Timeline
Assistant Manager - Investment Advisory - Wealth India Financial Services P Ltd
07.2015 - Current
Investment Relationship Manager - Allegro Capital P Ltd
06.2012 - 06.2015
Investment Banker - ING Vysya Bank
10.2011 - 05.2012
Park Global School of Business Excellence - MBA, Finance And Marketing
D G Vaishnav College - Bachelor of Arts, Commerce
- NISM V-A Certification completed
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