PRABHULING ANGADI
Bangalore
Summary
Secure the investment analyst in your firm, where I can learn while delivering my analytical skills and focusing towards the growth of the organization with my expertise.
Overview
19
19
years of professional experience
Work History
Senior Manager
HDFC Bank Ltd
05.2019 - Current
- Customer engagement / personal visits at pre-defined frequency, Customer Service - Specialized resource to pro-actively resolve customer queries, service requirements, product customization, etc to ensure primary banking behavior, Enhance Relationship Value Enhancement, Help customer with appropriate products to fulfil family and business banking needs, including those of Group Firms, and thereby maximize relationship value, Product Penetration - Understand customers business profile / requirements and fulfil needs via products/services such as Trade Finance / Forex, Cash Management Services, POS Machines / Payment gateway solutions, doorstep banking, Loans, Life / General Insurance etc., Migration to Digital Platform, Migration of transactions to Digital Banking Channels i.e
- Net Banking/ E-Net, Mobile Banking, Phone Banking, Insta-Alerts, Email Statements etc as per customer profile / needs / preference, Central Initiatives - Maintaining portfolio health i.e
- Account activation & balance maintenance, Ensure action on central triggers / customer service initiatives
Manager ( Wealth Management )
SmartMoney.co Wealth Advisory Services Pvt Ltd
12.2017 - 05.2019
- Handling and acquisition of HNI clients, Reporting daily business to Superiors, Build and maintain client base, keeping current clients plans update and inviting new clients on an ongoing basis, Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan, Recommend strategies to clients to achieve their financial goals and objectives including specific recommendation in such areas as cash management, insurance coverage and investment plans
ELITE WEALTH MANAGER
RELIANCE SECURITIES
09.2012 - 12.2017
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives, Recommend strategies to clients to achieve their financial goals and objectives including specific recommendation in such areas as cash management, insurance coverage and investment plans, Providing training sessions on financial markets and Asset classes to team members, Extensive experience in multiple asset class including Equities, Derivatives, and Fixed Income, Ensure timely settlement of trades and train team members, Reconcile trade discrepancies, Manage and reduce risk associated with settlement failure, Solve technical issues with recent trades, Providing technical, portfolio assistance, review of investments and training the clients in various segments like Equity, Currency, Derivatives, Mutual Fund and Debt investments, Responsible for day to day operations of the branch, Setting the target to team member for processing Equity applications, entering into backend software, Monitoring customers complaints captured in CRM and resolved within TAT, Build and maintain client base, keeping current clients plans update and inviting new clients on an ongoing basis
RELATIONSHIP MANAGER
ING VYSYA BANK LIMITED, HUBLI
03.2012 - 09.2012
- Handling and acquisition of HNI clients, Planning Day to Day activity, Reporting daily business to Superiors, Build and maintain client base, keeping current clients plans update and inviting new clients on an ongoing basis, Answer client questions about the purposes and details of financial plans and strategies, Recommend strategies to clients to achieve their financial goals and objectives including specific recommendation in such areas as cash management, insurance coverage and investment plans
DEPUTY MANAGER ( Priority Banking )
AXIS BANK LIMITED, UDUPI
09.2011 - 02.2012
- Handling and acquisition of HNI clients, Planning Day to Day activity, Reporting daily business to Superiors, Build and maintain client base, keeping current clients plans update and inviting new clients on an ongoing basis, Answer client questions about the purposes and details of financial plans and strategies, Review clients' accounts and plans regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment, Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan, Recommend strategies to clients to achieve their financial goals and objectives including specific recommendation in such areas as cash management, insurance coverage and investment plans
BRANCH MANAGER
ICICI SECURITIES LIMITED, HUBLI
11.2008 - 09.2011
- Analyze financial information obtain from clients to determined strategies for meeting clients financial objective, Handling a 7 members team of Relationship Manager, Handling and acquisition of HNI clients, Planning Day to Day activity, Reporting daily business to Superiors, Build and maintain client base, keeping current clients plans update and inviting new clients on an ongoing basis, Answer client questions about the purposes and details of financial plans and strategies, Review clients' accounts and plans regularly to determine whether life changes, economic changes or financial performance indicate a need for plan reassessment, Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan, Recommend strategies to clients to achieve their financial goals and objectives including specific recommendation in such areas as cash management, insurance coverage and investment plans
ICICI Bank ltd(DSA), Hubli
03.2007 - 09.2008
- Handling consumer product dealer, Keeping track on targets, Generation of business
GE MONEY,HUBLI
11.2005 - 02.2007
- Handling North Karnataka personal loan team and consumer loan team of 11 members, Increased sales from 1 lac to 10 lacs every month, Execution of portfolios and creation of business through high value personal loans, Handling risk management, internal control, customer management and relationship building, Coordinating with cops(center of operations)for personal loan disbursal, Planning the calendar of activities for every quarter, Implementing action plans to achieve business objectives
Education
B.Com -
BANGUR NAGAR DEGREE COLLEGE, Karnataka
E-MBA -
KARNATAKA STATE OPEN UNIVERSITY, KARNATAKA STATE OPEN UNIVERSITY
Skills
Strategic Planning
Languages
English, Hindi and Kannada
Curriculumvitae
PRABHULING B ANGADI, T4 Gayatri Niketan Appt, Bengaluru, Karnataka, 560098, angadi.prabhu3@gmail.com, 9986006417
Academics
- References will be provided if required.
Personal Information
- Total Experience: 19.7 years
- Father's Name: Basavaraj Angadi
- Date of Birth: 06/03/1980
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that all the above mentioned details and information is authentic and correct.
Timeline
Senior Manager
HDFC Bank Ltd
05.2019 - Current
Manager ( Wealth Management )
SmartMoney.co Wealth Advisory Services Pvt Ltd
12.2017 - 05.2019
ELITE WEALTH MANAGER
RELIANCE SECURITIES
09.2012 - 12.2017
RELATIONSHIP MANAGER
ING VYSYA BANK LIMITED, HUBLI
03.2012 - 09.2012
DEPUTY MANAGER ( Priority Banking )
AXIS BANK LIMITED, UDUPI
09.2011 - 02.2012
BRANCH MANAGER
ICICI SECURITIES LIMITED, HUBLI
11.2008 - 09.2011
ICICI Bank ltd(DSA), Hubli
03.2007 - 09.2008
GE MONEY,HUBLI
11.2005 - 02.2007
B.Com -
BANGUR NAGAR DEGREE COLLEGE, Karnataka
E-MBA -
KARNATAKA STATE OPEN UNIVERSITY, KARNATAKA STATE OPEN UNIVERSITY
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