Odin
Lokeshwara R
Sub Broker
Bengaluru
Summary
Accomplished Broker adept at growing business through deep knowledge of Finance and strong relationship-building abilities. Leveraging over 5 years of experience to generate profits and dividends. Persuasive Broker with over 5 years of experience in soliciting potential clients to buy, sell and rent properties. Exceptional communication and negotiation skills to manage competing deadlines. Proficient in advising clients on prices, mortgages and market conditions. Committed to balancing demands of buyer with those of seller.
Talented Relationship manager offering 5 years of experience in trend monitoring, market pricing and deal-making. Gifted in oral and written communication, contract negotiation and dispute resolution. Desire to bring expertise to dynamic position with room for career growth and opportunity to make lasting impact on team profitability.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Managing Partner
Arunodaya Associates
01.2022 - 01.2024
- Built strong networks with key stakeholders both internally and externally to support business growth objectives.
- Drove innovation initiatives that resulted in unique service offerings for clients while differentiating our firm from competitors in the industry.
- Led recruitment efforts to attract top talent, contributing to a highly skilled workforce capable of meeting client demands effectively.
- Streamlined internal processes for improved efficiency and productivity within the firm.
- Oversaw financial management of the firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
- Optimized resource allocation, reducing operational costs while maintaining service quality standards.
- Developed comprehensive business plans that led to significant revenue growth and expansion opportunities.
- Aligned business objectives with industry best practices to ensure the firm remained compliant with regulatory requirements and maintained its reputation for excellence.
- Championed change management initiatives that enhanced operational efficiency without compromising on service quality or employee satisfaction.
- Implemented innovative solutions to challenges faced by the firm, ensuring its competitive edge in the market.
- Managed complex projects across multiple departments, ensuring timely completion within budget constraints.
Sub Broker
Sharewealth Securities
01.2017 - 03.2019
- Implemented marketing campaigns targeting prospective investors using digital platforms such as social media channels and email newsletters enhancing brand visibility.
- Organized informative seminars for clients, increasing their awareness of investment opportunities and financial management strategies.
- Streamlined operational processes for increased efficiency, implementing new software tools to track and manage client accounts.
- Developed customized investment plans tailored to individual clients'' needs, risk tolerance, and financial goals.
- Educated clients on different types of securities, empowering them to make informed decisions about their investments.
- Negotiated favorable terms with partner firms, securing advantageous deals for both parties involved in the transaction.
- Facilitated smooth transactions between buyers and sellers by efficiently managing orders, ensuring timely execution at optimal prices.
- Identified areas for business growth through strategic planning sessions with management, resulting in increased revenue generation from new products or services offered to existing clientele.
- Participated in professional development opportunities such as conferences, workshops, and online courses to stay current with market dynamics and maintain a competitive edge in the industry.
- Expanded client base by consistently networking and building strong relationships with potential investors.
- Conducted comprehensive due diligence investigations before recommending specific stocks or bonds to clients minimizing risks associated with investments.
- Monitored macroeconomic indicators and industry trends to provide accurate forecasts for clients'' portfolio performance.
- Improved communication channels with clients by regularly updating them on market news and portfolio performance through emails and phone calls.
- Assisted in onboarding new clients by preparing necessary documentation, ensuring seamless integration into the firm''s services.
- Enhanced clients'' investment portfolios by providing expert financial advice based on market trends and thorough research.
- Assisted senior brokers in drafting comprehensive reports analyzing the performance of various investment options.
- Collaborated with fellow sub-brokers to share market insights, enabling better decision-making for clients'' investments.
- Analyzed complex financial data to identify profitable investment opportunities for clients in various industries and sectors.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Provided exceptional customer service, addressing client concerns promptly and professionally while maintaining long-term relationships.
- Ensured compliance with industry regulations and internal policies by diligently maintaining accurate records of all transactions.
- Reviewed stop-loss reporting to customer accounts and complied with policies and procedures for release of information.
- Completed training programs to remain updated and further develop proficiency of important industry information.
- Adhered to health and prescription insurance products, delivery systems, and claims systems.
- Monitored incentive plans and made recommendations to management regarding adaptations.
- Recorded supporting documentation for phone calls and written correspondence.
- Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
Education
Bachelor of Engineering - Electrical, Electronics And Communications Engineering
Vivekananda Institue of Technology
Banglore 04.2001 -
Skills
Firm financial oversight
undefinedSoftware
Nest
Web trading portal
Mobile Api
Certification
NISM series 8
Timeline
Managing Partner
Arunodaya Associates
01.2022 - 01.2024
NISM series 8
01-2018
Sub Broker
Sharewealth Securities
01.2017 - 03.2019
Bachelor of Engineering - Electrical, Electronics And Communications Engineering
Vivekananda Institue of Technology
04.2001 -
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