NANDAVARAM LAKSHMI NARASAYYA
Hyderabad
Summary
Experienced Portfolio Manager skilled in developing effective fund management recommendations. Proficient in risk control, client relationship management, and capitalizing on market trends. Seeking to contribute to investment strategies and make a positive impact.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Portfolio Manager
Bandhan Bank
Hyderabad
06.2024 - Current
- Managed a ₹2,500 crore portfolio, including both funded and non-funded businesses.
- Delivered monthly circle reports and effectively monitored interest servicing.
- Prepared and maintained client stock statements, with regular updates for FFR 1 and FFR 2.
- Calculated quarterly fee income, ensuring precise financial tracking and reporting.
- Cultivated strong relationships with two major clients, enhancing satisfaction and loyalty.
- Collaborated with CBO, banking, and retail teams to facilitate smooth account openings and CIB access.
- Assisted in tracking outstanding portfolios, GST compliance, and documentation requirements.
- Compiled detailed commission reports for LC, BG, and PF transactions for FY 2023-2024 and Q1, Q2 of FY 2024-2025.
- Developed an Excel sheet for GST data analysis, boosting operational efficiency.
- Ensured timely completion of documentation processes for all clients.
Management Trainee
Bandhan Bank
Hyderabad
06.2023 - 06.2024
- Assessing the creditworthiness of companies for corporate loans (more than)5.00CR.
- Analyzing the financial data of the company
- CMA historical data filling and future analysis
- Due Diligence and the background check for the clients
- Industry Analysis
- Created monthly reports for senior management summarizing operational performance metrics.
- Ensured compliance with company policies and guidelines while delivering customer service.
- Fostered strong relationships with clients by understanding their needs and offering tailored solutions.
Finance and Marketing Intern
Insplore Consultants
04.2022 - 05.2022
- Completed training on HR, Marketing, and Finance for a holistic understanding of corporate operations.
- Marketing Profile:
- Conducted market research to identify leads for Life Insurance plans.
Developed and delivered effective pitches, successfully closing multiple sales.
Collaborated on promotional materials to boost brand awareness.
- Finance Profile:
- Performed in-depth ratio analysis for a BFSI sector company, assessing financial health.
Analyzed key financial ratios to provide actionable insights.
Conducted a study on investor perceptions of Life Insurance Corporation of India.
- Improved analytical and presentation skills through report preparation and senior management presentations.
Sales Intern
Outlook Group
08.2021 - 09.2024
- Achieved net sales of ₹6,897 from B2C segments, surpassing a target of ₹4,000 to ₹15,000 within 8 days.
- Conducted analysis of Customer Relationship Management (CRM) systems, comparing performance with two key competitors.
- Researched potential customers to identify target markets and optimize sales strategies.
- Developed outreach strategies to enhance customer engagement and drive sales growth.
Financial Market Experience
Finlatics
12.2021 - 01.2022
- Monitored and analyzed companies on the Bombay Stock Exchange, specifically within the BSE 500 Index.
- Created and managed a simulated portfolio of BSE 500 firms, emulating asset management firm practices.
- Evaluated portfolio performance relative to the real-time BSE 500 Index to enhance investment strategies.
- Conducted comprehensive research on economic, sectoral, and company-specific trends to inform investment decisions.
- Completed in-depth analysis of two sectors of the Indian economy, delivering actionable insights and recommendations.
Education
MBA - Finance
Symbiosis Institute of Business Management
Bengaluru12.2023
B.Tech - Mechanical Engineering
REVA University
Bangalore12.2020
CLASS XII -
Sri Chaitanya pu college
Bangalore12.2016
CLASS X -
Duddupudi Eng Med High school
Sindhanur12.2014
Skills
- Pivot tables understanding
- Financial Analysis
- Data Acquisition
- Due diligence
- Client Relationship Management
- Making investment recommendations
- Developing proposals
- Hedging strategies
- Presentation Skills
Certification
- Microsoft Excel - Excel From Beginner to Advanced, Udmey, 2021
- Biases and Portfolio Selection, Coursera, 2022
- Bloomberg Market Concepts, Bloomberg For Education, 2022
Extracurricular Activities
Volunteer, Utthaan'21, 2021 Volunteer, Samaavesh'22, 2022
Positions Of Responsibility
Secretary, Toastmasters Club | SIBM Bengaluru
Languages
English
First Language
Hindi
Upper Intermediate (B2)
B2
Telugu
Intermediate (B1)
B1
Timeline
Portfolio Manager
Bandhan Bank
06.2024 - Current
Management Trainee
Bandhan Bank
06.2023 - 06.2024
Finance and Marketing Intern
Insplore Consultants
04.2022 - 05.2022
Financial Market Experience
Finlatics
12.2021 - 01.2022
Sales Intern
Outlook Group
08.2021 - 09.2024
MBA - Finance
Symbiosis Institute of Business Management
B.Tech - Mechanical Engineering
REVA University
CLASS XII -
Sri Chaitanya pu college
CLASS X -
Duddupudi Eng Med High school
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