Prakash K. Nayak
Bhubaneswar
Summary
Dynamic professional with a proven track record at ANANDRATHI FINANCIAL SERVICES, excelling in strategic planning and team coordination. Achieved consistent sales growth through effective customer relationship management and process optimization. Adept at mentoring high-performing teams, driving operational excellence, and identifying market opportunities for sustained profitability.
Overview
13
13
years of professional experience
Work History
Deputy Manager
ANANDRATHI FINANCIAL SERVICES
BHUBANESWAR
10.2025 - Current
- Coordinated team activities to align with strategic business objectives and goals.
- Facilitated communication between departments to improve collaboration and efficiency.
- Led performance reviews, providing feedback to enhance team productivity and engagement.
Managing Director
OPS CAPITAL
BHUBANESWAR
01.2025 - 10.2025
- Directed company strategy and vision for operational excellence and growth.
- Oversaw financial planning and budget management for sustainable profitability.
- Implemented process improvements to enhance operational efficiency and service delivery.
Assistant Manager ( Advisory)
Motilal Oswal Financial Services Ltd
Bhubaneswar
07.2022 - 01.2025
- Spearheaded state-level operations across FOCO branches, managing franchise partners to drive business growth, profitability, and compliance
- Achieved consistent YoY growth in AUM through focused sales of investment products
- Designed and executed regional business development strategies
- Built and nurtured strong HNI and retail client relationships by offering personalized financial advisory
- Recruited, trained, and mentored a high-performing team
- Ensured adherence to compliance guidelines and streamlined operational processes
- Identified new market opportunities and onboarded high-potential franchise partners
- A financial services company providing investment and brokerage solutions
Assistant Manager
Robinhood Capital
Mumbai
01.2018 - 01.2022
- Managed a high-performing sales team of 8 professionals
- Developed and implemented CRM tools and practices
- Achieved a consistent 20–30% increase in monthly sales
- Initiated cross-sell strategies and portfolio diversification advice
- A financial services company focusing on equity and insurance products
Sr. Relationship Manager
Future Generali Life Insurance Co
Mumbai
03.2013 - 11.2018
- Partnered with banks to cross-sell life insurance products
- Increased sales through effective relationship management
- Contributed to expanding the customer base and enhancing brand visibility
- A life insurance company offering various insurance products
Education
MBA - International Business
Asian School Of Business Management
Bhubaneswar01.2011
Bachelor of Commerce - Finance
Sambalpur University
GM College01.2009
Skills
- CRM
- Team coordination
- Financial planning
- Business development
- Compliance adherence
- Customer relationship management
- Strategic planning
- Sales growth strategies
- Market analysis
- Process optimization
- Effective communication
- Problem solving
- Leadership development
- Mentorship and coaching
- Sales strategics
- Training Programs
- ARM
Accomplishments
- Asset Growth Achievement, Increased assets under management by 35% in two years.
- Customer Retention Boost, Implemented CRM tools, leading to 25% boost in customer retention.
- Sales Target Success, Exceeded sales targets by achieving 30% increase in monthly revenue.
- Leadership Excellence, Directed a team of 8, achieving consistent growth in sales by 20-30%.
Training
- NISM VIII
- NISM V-A
- NISM XV
Hobbies and Interests
- Reading finance and business books.
- Stock market analysis & trading.
- Personal finance & investment strategies.
Languages
- English
- Odia
- Marathi
- Hindi, Fluent
- English, Fluent
- Odia, Fluent
- Marathi, Beginner
Timeline
Deputy Manager
ANANDRATHI FINANCIAL SERVICES
10.2025 - Current
Managing Director
OPS CAPITAL
01.2025 - 10.2025
Assistant Manager ( Advisory)
Motilal Oswal Financial Services Ltd
07.2022 - 01.2025
Assistant Manager
Robinhood Capital
01.2018 - 01.2022
Sr. Relationship Manager
Future Generali Life Insurance Co
03.2013 - 11.2018
MBA - International Business
Asian School Of Business Management
Bachelor of Commerce - Finance
Sambalpur University