NAGA SURENDRA A
Assistant Vice President,
Vijayawada,AP
Summary
Dynamic financial services professional with over 21 years of experience in the non-banking financial company (NBFC) sector, specializing in strategic business planning and operational management. Proven ability to leverage analytical and problem-solving skills to enhance financial performance and foster organizational growth. A history of effective leadership and team collaboration underscores a commitment to achieving ambitious objectives while navigating complex financial concepts and regulatory landscapes. Eager to contribute strategic thinking and a proactive approach in an Assistant Vice President role, driving innovation and excellence within a fast-paced environment.
Overview
21
21
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Assistant Vice President
Anand Rathi Share & Stock Brokers
01.2025 - 06.2025
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Optimized resource allocation by analyzing operational needs, reallocating resources as needed to maximize efficiency across all functions.
- Increased efficiency by streamlining processes and implementing new software tools for the team.
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
- Improved employee retention rates through the development of comprehensive training programs and mentorship initiatives.
- Provided strong leadership to enhance team productivity and morale.
- Held monthly meetings to create business plans and workshops to drive successful business.
- Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
- Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
- Evaluated hiring, firing, and promotions requests.
- Reduced operational risks while organizing data to forecast performance trends.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Reported issues to higher management with great detail.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Trained and guided team members to maintain high productivity and performance metrics.
- Managed daily operations while maintaining a high level of efficiency, productivity, and customer service.
- Built strong relationships with key clients, resulting in increased loyalty and repeat business.
- Collaborated with senior management to develop branch-specific goals aligned with company objectives.
- Increased branch profitability by implementing cost-saving measures and optimizing resource allocation.
- Developed and executed strategic growth plans for expanding the branch''s market share and client base.
- Boosted employee morale through effective communication, recognition initiatives, and opportunities for career development.
Senior Branch Manager
Kotak Securities
04.2023 - 11.2024
- Created new revenue streams and recruited talented staff for branch offices.
- Implemented innovative marketing strategies that contributed to branch revenue growth and higher customer retention rates.
- Optimized branch operations by regularly analyzing financial reports and identifying areas for improvement.
- Led a diverse team to achieve sales targets through proactive coaching, mentoring, and performance management.
- Introduced new products and services tailored to the unique needs of the local market, driving competitive differentiation.
- Enhanced customer satisfaction rates by streamlining processes and improving staff training programs.
- Maximized cross-selling opportunities by training staff on product offerings across various departments within the organization.
- Fostered a culture of continuous improvement by encouraging staff feedback and incorporating suggestions into operational enhancements.
- Maintained a secure environment for customers'' assets by implementing robust risk management procedures and controls.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Maintained friendly and professional customer interactions.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Built strong relationships with key clients, resulting in increased loyalty and repeat business.
- Collaborated with senior management to develop branch-specific goals aligned with company objectives.
- Increased branch profitability by implementing cost-saving measures and optimizing resource allocation.
- Boosted employee morale through effective communication, recognition initiatives, and opportunities for career development.
- Managed daily operations while maintaining a high level of efficiency, productivity, and customer service.
- Developed and executed strategic growth plans for expanding the branch''s market share and client base.
- Streamlined workflow processes to increase operational efficiency without compromising on service quality or delivery speed.
- Ensured regulatory compliance by keeping abreast of industry developments, updating policies as necessary, and conducting regular audits.
- Championed community engagement initiatives that helped raise the brand''s profile while giving back to the local area through charitable endeavors.
- Implemented data-driven decision-making tools, enabling the team to focus on strategic growth areas for increased branch success.
- Drove process improvements which led to increased accuracy in financial reporting and reduced manual labor.
Senior Branch Manager
Nuvama Wealth & Investment Limited.
01.2022 - 02.2023
- Streamlined workflow processes to increase operational efficiency without compromising on service quality or delivery speed.
- Ensured regulatory compliance by keeping abreast of industry developments, updating policies as necessary, and conducting regular audits.
- Optimized branch operations by regularly analyzing financial reports and identifying areas for improvement.
- Led a diverse team to achieve sales targets through proactive coaching, mentoring, and performance management.
- Introduced new products and services tailored to the unique needs of the local market, driving competitive differentiation.
- Enhanced customer satisfaction rates by streamlining processes and improving staff training programs.
- Maximized cross-selling opportunities by training staff on product offerings across various departments within the organization.
- Fostered a culture of continuous improvement by encouraging staff feedback and incorporating suggestions into operational enhancements.
- Maintained a secure environment for customers'' assets by implementing robust risk management procedures and controls.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Maintained friendly and professional customer interactions.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Built strong relationships with key clients, resulting in increased loyalty and repeat business.
- Collaborated with senior management to develop branch-specific goals aligned with company objectives.
- Increased branch profitability by implementing cost-saving measures and optimizing resource allocation.
- Boosted employee morale through effective communication, recognition initiatives, and opportunities for career development
Senior Manager
Motilal Oswal Financial Services
12.2020 - 10.2021
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
- Implemented and developed operational standards, policies and procedures.
- Led cross-functional teams to achieve project milestones and deliver high-quality results.
- Reduced costs, optimized resource allocation, and improved efficiency in managing projects.
- Mentored junior staff members for skill development and career progression within the organization.
- Reviewed and analyzed reports, records and directives to obtain data required for planning department activities.
- Achieved operational excellence by streamlining processes and implementing best practices.
- Implemented innovative solutions to overcome challenges, leading to enhanced productivity levels.
- Promoted a culture of continuous learning through regular workshops, seminars, and training sessions for staff.
- Evaluated vendor offerings critically to select the most appropriate partners for delivering desired results at optimal costs.
- Enhanced company reputation by driving successful initiatives that addressed client pain points effectively.
- Implemented risk management framework, mitigating potential threats to project success and company operations.
Area Sales Manager
Bajaj Finserv
04.2019 - 09.2020
- Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
- Expanded market share through effective prospecting, lead generation, and negotiation skills.
- Established strong relationships with key clients, resulting in increased customer retention and satisfaction.
- Established strong relationships with major accounts and key decision-makers to increase sales in designated territory.
- Increased sales revenue by developing and implementing strategic sales plans for the assigned territory.
- Led sales region to increase sales and boost team morale.
- Collaborated with marketing department to develop targeted promotional campaigns that drove sales growth.
- Built a high-performance sales team through diligent recruitment of top talent, strategic allocation of resources, and effective performance management.
Area Sales Manager
Motilal Oswal Financial Services
08.2017 - 03.2019
- Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
- Expanded market share through effective prospecting, lead generation, and negotiation skills.
- Analyzed market trends and competitor activity to identify new business opportunities and areas for growth.
- Executed proven strategies to hit sales quota and help company achieve goals.
- Developed comprehensive territory plans that ensured efficient allocation of resources and maximized productivity for the entire area.
- Fostered a positive work environment within the sales team by encouraging open communication, teamwork, and mutual support among team members.
- Achieved consistent annual revenue growth by continuously monitoring performance metrics and adjusting strategies accordingly.
- Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota.
- Streamlined internal processes by working closely with cross-functional teams such as operations, logistics, and finance departments to ensure smooth transactions for customers.
- Drove cost efficiencies across various areas including staff training, inventory control and customer acquisition by continuously optimizing processes and systems.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Branch Head
Geojit Financial Services
01.2006 - 06.2017
- Increased branch revenue by implementing effective sales strategies and maintaining strong customer relationships.
- Increased overall annual sales 200% by incorporating several quality process improvements within branch.
- Implemented innovative marketing campaigns to expand the branch''s market presence and attract new clients.
- Mentored junior staff members, cultivating a culture of continuous learning and development.
- Maintained accurate records of all transactions, ensuring audit compliance and data integrity.
- Optimized resource allocation to ensure efficient branch operations while meeting financial targets.
- Analyzed competitors'' offerings to position our products more effectively within the market landscape.
- Maximized employee engagement through regular communication, recognition programs, and team-building activities.
- Collaborated with other branches for knowledge sharing and best practice implementation, strengthening overall organizational performance.
- Streamlined operational processes for improved efficiency and cost reduction.
Dealer
UTI Securities
01.2004 - 12.2005
- Collaborated with management to develop strategies for optimizing dealer performance and improving overall operational efficiency.
- Greeted guests warmly, fostering a positive atmosphere conducive to repeat patronage and customer loyalty.
Education
MBA - Finance
M G College
Guntur 04.2001 -
Bachelor of Arts - Commerce
Kendriya Vishwavidyalaya
Vijayawada, India 04.2001 -
High School Diploma -
Kendriya Vishwavidyalaya
Vijayawada, India 04.2001 -
Skills
Process optimization management
Certification
NISM Equity Derivatives
Timeline
NISM Equity Derivatives
06-2025
Assistant Vice President
Anand Rathi Share & Stock Brokers
01.2025 - 06.2025
NISM VA Mutual Fund
07-2024
Senior Branch Manager
Kotak Securities
04.2023 - 11.2024
Senior Branch Manager
Nuvama Wealth & Investment Limited.
01.2022 - 02.2023
Senior Manager
Motilal Oswal Financial Services
12.2020 - 10.2021
Area Sales Manager
Bajaj Finserv
04.2019 - 09.2020
Area Sales Manager
Motilal Oswal Financial Services
08.2017 - 03.2019
Branch Head
Geojit Financial Services
01.2006 - 06.2017
Dealer
UTI Securities
01.2004 - 12.2005
MBA - Finance
M G College
04.2001 -
Bachelor of Arts - Commerce
Kendriya Vishwavidyalaya
04.2001 -
High School Diploma -
Kendriya Vishwavidyalaya
04.2001 -