Lakshmi Narayan
Bengaluru
Summary
Dynamic finance professional with extensive experience at IIFL Capital Services, excelling in project management and strategic asset allocation. Proven track record in revenue generation and client relationship management, leveraging CRM software and analytical skills to enhance investment portfolios for high-net-worth clients. Recognized for driving significant revenue growth through innovative strategies.
Overview
9
9
years of professional experience
Work History
Associate Vice President
IIFL capital services limited
Mumbai
06.2025 - Current
- Managing investment portfolios for HNI and UHNI clients
- Assisting promoters on raising funds, block deals and stake sales
- responsible for efficient asset allocation and focusing on goal based investment
- strategising and managing liquidity for corporates
Senior Manager
HDFC Private Banking
Mumbai
06.2022 - 06.2025
- Was managing the wealth for High Net-worth Individuals
- Helping clients generate wealth by financial planning
- Responsible for efficient asset allocation basis risk appetite, investment horizon and individual financial goals
- Engage in regular portfolio reviews against benchmarks
- Responsible for revenue generation across channels.
Senior Manager
Unacademy
Bengaluru
10.2021 - 06.2022
- Was a part of the COO 's office and managed the relationship for the Top educators of Unacademy, across 32 categories
- Was involved in creating and implementation of revenue enhancement strategies for educators and subscribers
- Served as a member of the core team for the offline centre launch - Delhi, Jaipur & Kota and was responsible for the budgeting
- Managed various projects and served as the program manager for the same
- Top educator incentive plan-2022
- Published a creative for an authored book liaising with internal and external stakeholders, which generated 65% revenue for the category in 3 months
- Hired top educators for NEET UG category for the offline centres - PAN India
Manager- Citi gold
Citibank N.A
Bengaluru
12.2019 - 10.2021
- Was a part of the wealth segment & managed a portfolio of corporates as well individuals and managed the FX, trade, investments and other banking related requirements
- Also involved in acquisition and onboarding of wealth and CA prospects, thus in regular network building process.
- Also was working along with onboarding team for start-up proposition (Leap) mainly focused on newly funded startups and managing their operations from end to end
- Represented India, along with 4 other employees, as a part of a 3 month all Asia project on onboarding - which involved testing and recommending modules on the learning management system (April- June, 2020)
- Also served as part of a 2 month project - pitchfork, that dealt with coming up with a secure chat based platform for clients to assist them with their daily transactions, hence worked along with the central office, located in Mumbai (August- September, 2020)
Manager -Privy League
Kotak Mahindra Bank Limited
Bengaluru
04.2018 - 12.2019
- Was a part of the priority segment, that is focused on maintaining a healthy and long-lasting relationship with HNI Clients.
- Was Managing a portfolio of corporate clients as well as individuals & catering to their banking requirements
- Also involved in on-boarding new clients to the bank, thus involved in regular networking and interaction with prospects
- Was responsible for managing the wealth of clients, hence carry knowledge of markets on the investment front
- Represented priority department at a marketing event: 'Khao Gali' organized at Vivanta by Taj, Bangalore, 'let's discuss wealth over a cup of coffee' at 'The Flying Squirrel' and also a BMW sponsored event which aimed at Brand engagement.
Senior Business Development Manager
Standard Chartered Bank
Bengaluru
10.2016 - 03.2018
- Served as a part of the Priority banking team, that aimed at establishing a healthy & sustainable relationship with High Net worth Individuals through Sales & Marketing initiatives.
- Was Involved in both Asset & Liability front and developed immense knowledge in loans, investments and insurance
- Handled channel partners for the priority segment for loans & accounts; was thus responsible for generating revenue for the organization
- Also conducted Marketing events, thus built Brand Awareness & Brand Image for target customers.
- Generated a Net Sales Revenue of more than 70 lakhs and was the only person to have sold an exclusive insurance product 'Elite wealth' (by ICICI Prudential)
Management trainee
L&T Financial Services
Bengaluru
05.2016 - 10.2016
- Was a part of 'Project Arjun' - an initiative to reduce TAT -a statistical approach
- Worked closely with the Product team for home loans, thus helping them create competitive products in terms of reliability & benefit
- Also created content for the marketing team
- Contributed to the business by generating a revenue ranging from 35 lakhs-3.5 crores
- Successful in modifying an exclusive product - EMI equalizer
Education
Post Graduate Diploma in Management - Marketing & Operations
XIME BANGALORE
Bengaluru04.2016
BSc. Hons - Botany, chemistry, zoology
BANGALORE UNIVERSITY
Bengaluru04.2014
CBSE Sr. secondary -XII -
Jamshedpur Public School
Jamshedpur04.2010
ICSE Secondary - X -
Ramakrishna Mission English School
Skills
- Project Management
- Microsoft Office
- CRM Software
- TABLEAU
- FLEXCUBE
- WORKDAY
Accomplishments
- Received recognition for being the winner of the Business Head inner circle (Oct-Nov 2023 and March 2024)-HDFC Bank
- Received recognition for best revenue - category for Jan 2022 - Unacademy
- Received recognition for hiring the NEET UG educators - PAN India - April 2022 - Unacademy
- Received recognition for onboarding a 20 million funded start up account in March 2020 - Citi
- Received recognition for opening the 2nd highest number of accounts PAN India, for the year 2020 - Citi
- Received recognition for achieving the highest net sales (Investments) February 2021 - Citi
- Received recognition for generating maximum revenue in insurance, March 2019 - Kotak
- Received recognition for opening maximum number of NTBs Q2 - Privy league, Kotak, 2018
- Received a recognition for being the BEST PERFORMER, Client Acquisitions, Standard Chartered, 2017
- 1st Trainee to have achieved FTR rank at L&T Finance, 2016
- Runners up-ops event - NAISSANCE, A National level management fest, SDMIMD Mysore, 2015
- 3rd prize - ops event Ushus, A National level management fest, Christ University, Bangalore, 2015
- Finalist for paper presentation on 'Winning Strategies of Strong Brands', MMA Chennai, 2015
Hobbies and Interests
- Art Enthusiast - (trained in Rabindra Sangit & Kathak)
- Astrologist and certified Tarot reader
- Nature photographer
- Have a Flair for writing
- Avid Reader
Languages
- English
- Hindi
- Tamil
- Kannada
- Bengali
- Punjabi
- Tulu
- French
Timeline
Associate Vice President
IIFL capital services limited
06.2025 - Current
Senior Manager
HDFC Private Banking
06.2022 - 06.2025
Senior Manager
Unacademy
10.2021 - 06.2022
Manager- Citi gold
Citibank N.A
12.2019 - 10.2021
Manager -Privy League
Kotak Mahindra Bank Limited
04.2018 - 12.2019
Senior Business Development Manager
Standard Chartered Bank
10.2016 - 03.2018
Management trainee
L&T Financial Services
05.2016 - 10.2016
Post Graduate Diploma in Management - Marketing & Operations
XIME BANGALORE
BSc. Hons - Botany, chemistry, zoology
BANGALORE UNIVERSITY
CBSE Sr. secondary -XII -
Jamshedpur Public School
ICSE Secondary - X -
Ramakrishna Mission English School