Summary
Overview
Work History
Education
Languages
Certification
Timeline
Generic

LAKSHMANA RAO GURE

6-176, Sheelanagar,Visakhapatnam

Summary

Over 17 years of experience in Financial Industry and including 9 years of experience in Wealth Management providing comprehensive financial planning and investment strategies to high networth individuals. Committed to delivering personalized solutions to help clients achieve their financial goals. seeking an opportunity to work to best of my capabilities for the growth of the organization with utmost sincerity and dedication and put to use my knowledge through challenging jobs.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Team Manager

IIFL CAPITAL SERVICES LTD (Private wealth)
Visakhaptnam
04.2024 - Current
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
  • Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning and tax management.
  • Monitored performance of existing investments and recommended changes when necessary.
  • Key product focuses are mutual funds, PMS, AIF, bonds, unlisted shares

Team Manager

IIFL SECURITIES LTD (Private Client Group)
Visakhapatnam
04.2022 - 03.2024
  • Facilitated financial planning seminars and workshops for clients.
  • Implemented strategies aimed at improving overall customer satisfaction levels.
  • Established strong relationships with clients through regular, personalized communication.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.

Senior Relationship Manager

IIFL Securities ltd (Premia Channel)
Visakhapatnam
04.2016 - 03.2022
  • Articulated the value of stocks, bonds, mutual funds, and insurance, and educated clients on the benefits of each.
  • Recruit Marketing Associates (partners) and manage them to grow their business and revenues.
  • Identified opportunities for cross-selling additional products and services.

Relationship Manager

India Infoline Ltd
Visakhapatnam
10.2007 - 03.2016
  • Joined as a Customer Referral Support Agent Assistant in October 2007 and was promoted to Relationship Manager after six months of the probation period.od
  • Generating revenue from trading in equities and derivatives. Focus on customer retention and customer service. Opening Demat and trading accounts, and cross-selling mutual funds and insurance.

Education

Bachelor of Arts - Economics And Rural Industrialization

ANDHRA UNIVERSITY
Visakhapatnam
07-2022

Languages

Telugu
First Language

Certification

  • Certified as a PRIVATE WEALTH MANAGER from the CIEL by completed the course of WEALTH MANAGEMENT-ADVANCED ( Valid Till - 30th March 2026)
  • NISM Series XXI-A Portfolio Management Services (PMS) Distributors Continuing Professional Education Program (Valid Till - 20th Sep 2026)
  • NISM Series V-A , Mutual fund Distributors Certification Examination (Valid Till 25 June 2027)

Timeline

Team Manager

IIFL CAPITAL SERVICES LTD (Private wealth)
04.2024 - Current

Team Manager

IIFL SECURITIES LTD (Private Client Group)
04.2022 - 03.2024

Senior Relationship Manager

IIFL Securities ltd (Premia Channel)
04.2016 - 03.2022

Relationship Manager

India Infoline Ltd
10.2007 - 03.2016
  • Certified as a PRIVATE WEALTH MANAGER from the CIEL by completed the course of WEALTH MANAGEMENT-ADVANCED ( Valid Till - 30th March 2026)
  • NISM Series XXI-A Portfolio Management Services (PMS) Distributors Continuing Professional Education Program (Valid Till - 20th Sep 2026)
  • NISM Series V-A , Mutual fund Distributors Certification Examination (Valid Till 25 June 2027)

Bachelor of Arts - Economics And Rural Industrialization

ANDHRA UNIVERSITY

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