SaiSumanth Lalkota
Hyderabad
Summary
Experienced financial services professional with a proven track record of effectively working with clients from diverse backgrounds. Known for friendliness and adaptability, fostering strong client relationships. Exceptional expertise in wealth management, estate planning, and investment strategies.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Advisor
Ordusion Technoligies Pvt Ltd
12.2023 - 08.2024
- Advise on Suitable Financial product to Clients.
- Maintain financial health.
- Execute trade and strategies to achieve portfolio growth.
Financial Advisor Branch
Anand Rathi Shares & Stock Broking Ltd
04.2022 - 12.2023
- Advise Suitable Financial product to clients on basis of their Risk taking Appetite
- Sell financial products like PMS (Portfolio Management Service), Smart Edge (Financial Portfolio) / Mutual funds to clients to be in line with the target.
- Analyzing the research reports and act according to the report.
- Maintaining good relation with the Customers.
- Timely act on situation depending on market conditions.
- Read and analyze the balance sheets of the companies.
- Conducting CAP's (Client Awareness Programs) to educate the investors.
Financial Advisor Branch
Axis Securities Ltd
07.2020 - 02.2021
- My Job roles are similar to that of Anand Rathi Shares & Stock Broking Ltd
Financial Advisor Branch
Motilal Oswal Financial Services Ltd
11.2018 - 03.2020
- My Job roles are similar to that of Anand Rathi Shares & Stock.
Financial Advisor Equity Currency
Geojit Financial Services Ltd
06.2013 - 07.2018
Education
M.B.A. - Marketing & Finance
Badruka Institute of Foreign Trade
01.2012
B.Tech - Computers Science Engineering
Raja Mahendra College of Engineering
01.2009
Skills
- Hedging Mechanisms
- Developing financial plans
- Investment planning
- Retirement needs
- Managing wealth
- Tax law expertise
- Planning for retirement
Certification
- NISM-Series -XV: Research Analyst Certification Examination.
- NISM-Series-I: Currency Derivatives Certification Examination.
- NISM-Series -VIII: Equity Derivatives Certification Examination.
Training Internship
- Final project at India bulls' pvt ltd, Hyderabad, Risk minimization using options.
- Internship at Fullerton Securities & Wealth Advisories, Hyderabad, A Study on Wealth Management Products and Performance of Mutual Funds.
- Overseas Training Program, Nanyang Technological University, Singapore, Integrated Marketing Communications.
Internal Projects
- Analysis of risk & return of the stocks.
- Designing a portfolio of stocks and analyzing performance.
- Hedging mechanism in Derivatives market.
Languages
English
Telugu
Hindi
Personal Information
Date of Birth: 10/15/87
Activities
- Participated in 15th National Simulation Management Games (NSMG) conducted by All India Management Association (AIMA).
- Won 2nd prize in knock 10 bowling competition at Abids, Hyderabad.
Timeline
Financial Advisor
Ordusion Technoligies Pvt Ltd
12.2023 - 08.2024
Financial Advisor Branch
Anand Rathi Shares & Stock Broking Ltd
04.2022 - 12.2023
Financial Advisor Branch
Axis Securities Ltd
07.2020 - 02.2021
Financial Advisor Branch
Motilal Oswal Financial Services Ltd
11.2018 - 03.2020
Financial Advisor Equity Currency
Geojit Financial Services Ltd
06.2013 - 07.2018
B.Tech - Computers Science Engineering
Raja Mahendra College of Engineering
M.B.A. - Marketing & Finance
Badruka Institute of Foreign Trade
Similar Profiles
Christo Sam MathewChristo Sam Mathew
Design Engineer at Digital Core TechnoligiesDesign Engineer at Digital Core Technoligies
Marielos RamierezMarielos Ramierez
Team Leader - Project Management at Cold Chain TechnoligiesTeam Leader - Project Management at Cold Chain Technoligies
MURARI PAREEKMURARI PAREEK
City Head at MITTSURE TECHNOLIGIES LLPCity Head at MITTSURE TECHNOLIGIES LLP
Vinuthna Grace MVinuthna Grace M
L2 Engineer at HTC Global ServicesL2 Engineer at HTC Global Services
Shashikanth VydyulaShashikanth Vydyula
Senior Business Analyst at LyricSenior Business Analyst at Lyric