PANDLA SATYANARAYANA
Hyderabad
Summary
Dedicated and results oriented banking and non-banking professional with 09 Years of experience to secure a challenging position in a reputable organization to expand my learnings, Knowledge and skills, Secure a responsible career opportunity to fully utilize my training and skills, while making a significant contribution to the success of the company.
Overview
1
1
Certification
7
7
years of professional experience
Work History
PRIVATE CLIENT GROUP
PL Capital Ltd.
01.2026 - Current
- Working as an Assistant Manager.
- Managed relationships with high-net-worth clients to address their financial needs.
- Developed client relationships to support long-term wealth creation through diverse financial products.
- Managed financial products including accounts, stocks, mutual funds, PMS, AIF, unlisted shares, bonds, and structured products to meet client needs.
Senior Executive
JM Financial Services Ltd.
02.2023 - 12.2025
- Managed client wealth through tailored financial guidance, focusing on long-term growth.
- Handled diverse financial products including accounts, stocks, mutual funds, PMS, AIF, unlisted shares, bonds, and structured products to meet client needs.
- Developed and maintained client relationships to facilitate long-term wealth creation across financial products.
Key Relationship Manager
ICICI Securities ltd
10.2021 - 01.2023
- Managed UHNI & HNI client portfolio, facilitating online trading accounts, mutual funds, investment advisory, and wealth management.
- Built relationships with wealth management and acquisition teams for managed customer accounts across CASA products, secured loans, and credit facilities.
- Managed customers at the branch and through visits, providing financial and investment advisory while developing new relationships through referrals and other sources.
Assistant Manager
Kotak Securities Ltd.
01.2020 - 09.2021
- Reported monthly and developed strategic plans for team activities, aligning financial strategies to achieve targets.
- Oversaw performance management and development initiatives for team members.
- Led recruitment and training of team members, appraising performance to ensure targets were met.
Education
MBA - Finance & Marketing
Madanapalli institute technology & science
Madanapalli, JNTU Anantapuram12-2020
B com - computers
Dr. K.V Subba Reddy degree college
Rayalaseema, Kurnool05-2016
CEC -
S.S.R Jr college
Allagadda, Kurnool04-2013
SSC -
Z.P High school
Alamur, Kurnool03-2010
Skills
- Wealth management
- Portfolio Management:
- Client Relationship Management
- Client onboarding
- Investment recommendations
- Wealth strategy
- Financial product management
- High-net-worth advice
- Equity and bond advisory
- Portfolio analysis
- Asset acquisition
- Cross-selling strategies
- Customer inquiry management
Personal Information
- Date of Birth: 1996-06-16
- Marital Status: No
Certification
- NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination.
- NISM Series V-A: Mutual Fund Distribution Certification Examination | Association of Mutual Funds in India.
- NISM-Series-V-D: Mutual Fund & Specialized Investment Fund Distributors Certification .
- IRDA -Insurance Regulatory and Development Authority of India - Composite with Life and General Insurance.
AREAS OF INTEREST
Finance, marketing
Accomplishments
- Qualified Singapore contest for contributing the Insurance (JM)
- Qualified Malaysia contest for contributing the Insurance (JM)
- Qualified for Domestic Cruise contest for contributing the best in Insurance Nov & Dec 2024.
- Received Award & Appreciation certificate for contributing the best in GI Q1-FY23
- Qualified for Sydney contest for contributing the best in Insurance for Q3-FY22
- Received Best Performer of the month of Sep'2022
- Qualified for Local contest for contributing the best in NCA (Acquisition) Q1-FY22
- Received Hero Award & Appreciation certificate for contributing the consistent Performance Q1-FY2
DECLARATION
I declare that the above-furnished details are true to the best of my knowledge. I assure that I will abide by the rules and regulations of the Organization. Signature & Date: P.Satyarayana march 2026
STRENGTHS:
- Organized & Meticulous Approach to Work.
- Exposure to Customer Dealings & Customer Focus.
- Ability to Manage Work Effectively & Efficiently in a Team.
PERSONAL INFORMATION
- Languages: Telugu, English, Hindi.
- Date of Birth: 1996-06-16
- Marital Status: No
Timeline
PRIVATE CLIENT GROUP
PL Capital Ltd.
01.2026 - Current
Senior Executive
JM Financial Services Ltd.
02.2023 - 12.2025
Key Relationship Manager
ICICI Securities ltd
10.2021 - 01.2023
Assistant Manager
Kotak Securities Ltd.
01.2020 - 09.2021
MBA - Finance & Marketing
Madanapalli institute technology & science
B com - computers
Dr. K.V Subba Reddy degree college
CEC -
S.S.R Jr college
SSC -
Z.P High school