NARENDRA PARIKIPANDLA
Wealth Manager
MUMBAI
Summary
Competent and result oriented NCFM,Certified professional offering 12 years of exposure across, Weatlh Managment ; currently spearheading as Sr Weatlh Manager with IIFL Securities LTD abreast with the latest trends prevailing in the capital market and the corporate world.
Overview
13
13
years of professional experience
6
6
years of post-secondary education
4
4
Certificates
4
4
Languages
Work History
Senior Wealth Manager
IIFL Securities LTD
MUMBAI
2020.10 - Current
- Handling wealth of clients and manage portfolio and advise them proper mix of diversification.
- Restructure their portfolio & create AuM, generate revenue through different asset classes.
- Cross sell investment products like PMS, MF, AIF,Insurance as per clients risk profile and requirements.
- Cater structure products which enhance good return and yield for portfolio like IPO funding, Bonds, Unlisted shares, LAS etc
- Aimed to meet the needs of long term individual/corp investors.
- Fostered successful relationships with a large number of clients, providing them with top of the line financial advisement.
Senior Wealth Advisor
SMC Private Wealth
MUMBAI
2020.02 - 2020.10
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Revenue generation and cross sell investment products like PMS, MF, AIF etc.
- Focus on high revenue products like Real estate and Insurance where diversify clients portfolio.
Equity Sales Trader (EBG)
JM financial services ltd
MUMBAI
2018.09 - 2019.08
- Conducted research, gathered information from multiple sources and presented results.
- Handling wealth clients for equity side, and advise them proper mix of equity and derivatives and execute the trades.
- Brokering revenue generation and cross sell investment products like PMS, MF, AIF etc.
Senior Portfolio/Equtiy Advisor
Emkay Global financial services ltd
MUMBAI
2015.03 - 2018.09
- Advising business associates and Branches, motivate them to trade in the market.
- Market outlook meetings and do con call and Discuss the daily updates to branches & top clients.
- Discuss the business plan, set the target, and help in making proper mix of HNI / retail business
- create different strategies to Branches and clients for alpha
Equity Advisor
Motilal oswal securites ltd
MUMBAI
2013.02 - 2015.03
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Developed and deepened client relationships to cement profitable partnerships.
Assistant Manager – Equity Advisor (BPG)
Sharekhan LTD
MUMBAI
2010.09 - 2013.01
- Conduct a webinaar and make clients understand business plans
- Create strategies according to client’s risk profile during the events
- Visits / Meetings - present stock idea to Business Partners
- To maintain rapport with Business Partners and prompt in query resolution, portfolio doctoring
Dealer & Option Trader (Delta)
Vikabh Securities ltd
MUMBAI
2006.06 - 2010.09
- Playing an important role in dealing & managing equity portfolio in Cash & Derivatives segment on proprietry book
- Calendar spreads, Ratio Spreads, Volatility trading and volatility jobbing
Education
Executive Program in Management
2022.02 - 2022.08
Executive program in management, leadership development certification program through live sessions and wide variety of elective lessons
MBA - Finance
2009.08 - 2012.02
Core subjects include corporate finance, financial statement analysis, capital and money Markets, M&A, securities analysis and portfolio management, risk management, quantitative techniques; each subject contained dedicated coursework with deadlines. Prepared dissertation on financial valuation models
Bachelor of Commerce - Accounts, Economics And Law
2003.04 - 2006.06
Skills
Wealth Management
Relationship building and management
Equity markets
Certification
NISM Capital Market & Derivaties module
Timeline
NISM Capital Market & Derivaties module
2022-10
Cornell University, New York - , Executive Program in Management
2022.02 - 2022.08
Senior Wealth Manager - IIFL Securities LTD
2020.10 - Current
AMFI MF Module
2020-03
Senior Wealth Advisor - SMC Private Wealth
2020.02 - 2020.10
Wealth managment, Dun & Bradstreet
2019-01
Equity Sales Trader (EBG) - JM financial services ltd
2018.09 - 2019.08
Senior Portfolio/Equtiy Advisor - Emkay Global financial services ltd
2015.03 - 2018.09
Equity Advisor - Motilal oswal securites ltd
2013.02 - 2015.03
Assistant Manager – Equity Advisor (BPG) - Sharekhan LTD
2010.09 - 2013.01
Institute of Technology Managment (ITM) - MBA, Finance
2009.08 - 2012.02
Dealer & Option Trader (Delta) - Vikabh Securities ltd
2006.06 - 2010.09
G N Khalsa College - Bachelor of Commerce, Accounts, Economics And Law
2003.04 - 2006.06