R. V. LAKSHMINARAYANA

• ANANDRATHI, B2B Manager, 01/2024, Present, Franchisee Acquisition and Servicing, Onboarding, Support and Service, Relationship Management, Performance Monitoring, Training and Development, Feedback Loop, Target Achievement
• NUVAMA WEALTH & INVESTMENT LIMITED, Senior Preferred Relationship Manager, 08/2021, Present, Acquire new Franchisee and service existing Franchisee to achieve set targets, Ensure all the paper work for the acquired is done including authorized person or sub broker registration and DSA code, Visit Franchisee mapped at pre-defined frequency and ensures that he is activated in Equity /currency/commodity and also cross sells all the products, B2B sales for product like MF, PMS, AIF, Structured products, fixed Deposits, Bonds, NCD, IPO, Life Insurance, General Insurance, though Channel sales, Report to RH / internal audit any suspicious activity which they have seen / heard during their Franchisee visit or otherwise, Conduct training events for Franchisee and his employees to help the Franchisee to go out and acquire more customers and increase his business, Help Franchisee to conduct investor meets in his location
• RELIANCE SECURITIES LTD., Center Manager, 11/2019, 2021, Acquire new franchisee and service existing franchisee to achieve set targets, Ensure all the paper work for the franchisee acquired is done including authorized person or sub broker registration, Visit franchisee mapped at per defined frequency and ensures that he is active in currency commodity and also cross sells all the products, Generating leads through cold calling and accomplishing meeting targets as set by superiors, Providing better services to the clients and request them for references, Generating revenue and maximizing the brokerage for the department by meeting targets for maximum remise acquisition
• RAK (Ras Al –Khaimah) Bank, Relationship Officer, 09/2016, 02/2018, Generating leads in UAE by interacting with customers directly, Cold calling and Tele calling for extra exposure in data collection in UAE, Cross selling to existing customers, Working on weekly monthly and Half Yearly sales targets, Dealing with Personal loan, Islamic Finance, Credit cards & Islamic Cards, Aggressive market with huge banking competition, Implementing of new strategies and pitching to attract potential market
• ICICI SECURITIES LTD, Sales Manger, 02/2014, 09/2016, Giving training for new team member’s, Handling a team of Agents who is dealing with directly to the Customers, Generating Revenue, Responsible for Team Target, Achieving Weekly, monthly & Monthly Team Target, Client Centric resolving their issues, Client satisfaction, Background verification, Responsible for lead pick up till the case come into issuance, Responsible for Delivery. Generating new leads from references, Promotional activity handling
• VENTURA SECURITIES LTD, Relationship Officer, 02/2012, 02/2013, Opening online trading and Demat Account, Making cold calls, customer follow ups sales pitch, Dealing with corporate clients, Team Training, Team Meeting, Individual Grievances, Motivation, Proper Knowledge of the Market & Make sure Team is updated with the Market, Customer Relationship Management, Handling Customer complaints, Cross Selling of other investment advisory services, Portfolio Management to minimize the risk of Client in unfavorable condition in Investment market, Providing the services according to the demand and expectation level of the Client
• ICICI BANK LTD, Business Development Executive, 2008, 2012, Corporate salary account opening and casa account opening, Original Documents Verification, Cross Selling all Financial Products(insurance, credit card & pl Rd. Fd, Gold loan, Car loan, Providing quick Customer feedbacks to Management

• ANANDRATHI, B2B manager, 01/2024, Present
• NUVAMA WEALTH & INVESTMENT LTD, Senior preferred Relationship Manager, 08/2021, Present
• RELIANCE SECURITIES LTD, Center Manager, 11/2019, 2021
• RAK (RAS AL-KHAIMAH) Bank, Relationship Officer, 09/2016, 02/2018
• ICICI SECURITIES LTD, SALES MANAGER, 02/2014, 09/2016
• VENTURA SECURITIES LTD., Relationship Officer, 02/2012, 02/2013
• ICICI BANK LTD., Business Development Executive, 2008, 2012

• Date of Birth: 07/20/84
• Nationality: Indian
• Marital Status: Single

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