Summary
Overview
Work History
Education
Skills
Certification
Timeline
NARENDRA PARIKIPANDLA

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
10.2020 - 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
02.2020 - 10.2020
  • 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
09.2018 - 08.2019
  • 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
03.2015 - 09.2018
  • 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
02.2013 - 03.2015
  • 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
09.2010 - 01.2013
  • 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
06.2006 - 09.2010
  • 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

Cornell University, New York
02.2022 - 08.2022

Executive program in management, leadership development certification program through live sessions and wide variety of elective lessons

MBA - Finance

Institute of Technology Managment (ITM), Mumbai
08.2009 - 02.2012

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

G N Khalsa College, Mumbai
04.2003 - 06.2006

Skills

    Wealth Management

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Certification

NISM Capital Market & Derivaties module

Timeline

NISM Capital Market & Derivaties module

10-2022
Cornell University, New York - , Executive Program in Management
02.2022 - 08.2022
Senior Wealth Manager - IIFL Securities LTD
10.2020 - Current

AMFI MF Module

03-2020
Senior Wealth Advisor - SMC Private Wealth
02.2020 - 10.2020

Wealth managment, Dun & Bradstreet

01-2019
Equity Sales Trader (EBG) - JM financial services ltd
09.2018 - 08.2019
Senior Portfolio/Equtiy Advisor - Emkay Global financial services ltd
03.2015 - 09.2018
Equity Advisor - Motilal oswal securites ltd
02.2013 - 03.2015
Assistant Manager – Equity Advisor (BPG) - Sharekhan LTD
09.2010 - 01.2013
Institute of Technology Managment (ITM) - MBA, Finance
08.2009 - 02.2012
Dealer & Option Trader (Delta) - Vikabh Securities ltd
06.2006 - 09.2010
G N Khalsa College - Bachelor of Commerce, Accounts, Economics And Law
04.2003 - 06.2006

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