Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Personal Details
Languages
Personal Information
Achivements
Timeline
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RAJENDAR RAMPEESA

Hyderabad

Summary

Dynamic financial professional with a proven track record at Motilal Oswal Financial Services, excelling in relationship management and strategic planning. Expert in market analysis and investment strategy, successfully optimizing client portfolios and enhancing financial service offerings. Adept at driving compliance and delivering impactful financial reporting to support informed decision-making.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Manager

Motilal Oswal Financial Services
Hyderabad
12.2020 - Current
  • Cultivated strong relationships with high-net-worth clients to optimize investment strategies.
  • Managed client portfolios, enhancing overall financial service offerings.
  • Conducted market analysis to inform advisory sessions and drive strategic decisions.
  • Facilitated meetings to review investment performance and adjust strategies accordingly.

Financial Analyst

Geojit Financial Services Ltd
Hyderabad
06.2018 - 12.2020
  • Ensured regulatory compliance by interpreting accounting policies and procedures.
  • Collaborated with departments to uphold accurate budgeting and forecasting practices.
  • Drafted presentations highlighting key findings from financial analyses.

Branch Development Manager

TradebullsSecurities Pvt Ltd
Hyderabad
08.2017 - 06.2018
  • Scrutinized financial data pertaining to loan applications, deposit accounts, and investments to gauge risk levels associated with every transaction.

Sales Officer

Angel Broking Pvt Ltd
Hyderabad
04.2016 - 08.2017

Education

MBA - Marketing

Oosmania University
Hyderabad
05-2018

Bachelor of Science - Computers

Shathavahana University
Karimnagar
05-2015

Skills

  • Relationship management
  • Client management
  • Financial reporting
  • Strategic planning
  • Portfolio oversight
  • Market analysis
  • Investment strategy
  • Financial advisory

Certification

  • MS Office
  • Data Analysis

Personal Information

Personal Details

  • Date of Birth: 31/01/1992
  • Marital Status: Un Married

Languages

English
First Language
Hindi
Advanced (C1)
C1

Personal Information

Date of Birth : 11-06-1994

Nationality : Indian

Achivements

  • 2023-24 Achieived Switzerland Contest For getting Higher Margin.
  • 2024-25 Achieved Langkawi Island Trip
  • 2025-26 Achieved Istanbil Contest

Timeline

Manager

Motilal Oswal Financial Services
12.2020 - Current

Financial Analyst

Geojit Financial Services Ltd
06.2018 - 12.2020

Branch Development Manager

TradebullsSecurities Pvt Ltd
08.2017 - 06.2018

Sales Officer

Angel Broking Pvt Ltd
04.2016 - 08.2017

MBA - Marketing

Oosmania University

Bachelor of Science - Computers

Shathavahana University

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RAJENDAR RAMPEESA