Sathish Kolipaka
Hyderabad
Summary
Seasoned Investment Specialist with over 14 years of experience in Private Banking, Wealth Management, and Asset Management. Focused on HNI and UHNI client acquisition, portfolio construction, and various investment solutions. Currently oversees an advisory business with AUM of approximately 1580 Crore.
Overview
3
3
Languages
1
1
Certification
15
15
years of professional experience
Work History
Investment Specialist
ICICI Bank - Private Banking
01.2024 - Current
- Results-driven Investment Specialist with 14+ years of experience across Private Banking, Wealth Management, Asset Management, Investment Advisory and Financial Services. Acquired and managed HNI/UHNI clients, constructing tailored portfolios with Mutual Funds, PMS, AIF, Fixed Income, and Insurance solutions. Managed advisory business with AUM of approximately 1580 Crore, including fixed deposit book.
- Advised clients on investment strategies and portfolio management.
- Analyzed market trends to identify potential investment opportunities.
- Conducted risk assessments to ensure client investments align with objectives.
Relationship Wealth Manager
Aditya Birla Sun Life AMC (ABSLAMC)
09.2021 - 01.2024
- Oversaw banking channels, including ICICI GPC, ICICI Wealth, Axis Bank, HDFC Bank, and YES Bank, to optimize client access and service delivery.
- Managed client portfolios, aligning investments with objectives and risk tolerance to achieve targeted financial outcomes.
- Collaborated with internal teams to enhance client service and support initiatives.
- Collaborated with internal teams to improve client service and support initiatives, enhancing overall client satisfaction and engagement.
Assistant Manager
ICICI prudential Asset Management Company
01.2017 - 09.2021
- Collaborated with banking channels to promote mutual fund products, increasing client engagement.
- Assisted in developing tailored investment strategies for diverse client portfolios, aligning with individual financial goals.
- Coordinated communication between clients and financial advisors, improving service delivery and client satisfaction.
- Collaborated with banking channels to sell mutual fund products.
Investment Officer
IDBI Asset Management Limited
Hyderabad
07.2014 - 01.2017
- Facilitated mutual fund sales at Hyderabad, contributing to increased client engagement and portfolio diversification. ( Hyderabad location )
- Analyzed investment portfolios, identifying growth opportunities and risks to enhance client investment strategies.
- Collaborated with financial analysts to assess asset performance and market conditions.
- Collaborated with financial analysts to assess asset performance and market conditions, informing investment recommendations.
Relationship Officer
Geojit BNP Paribas Financial Services Limited
Warangal
07.2013 - 01.2014
- Facilitated demat sales and mutual fund sales in Warangal location.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Proposed innovative ideas and solutions, improving team performance and project outcomes.
- Collaborated effectively with team members to achieve objectives. with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Sales Officer
IDBI Capital Market Services Limited
Warangal
12.2011 - 06.2013
- Executed demat and mutual fund sales, increasing client base at Warangal location.
- Developed sales strategies to improve client engagement and retention.
- Collaborated with cross-functional teams to create financial product offerings aligned with market needs.
- Conducted market research to identify new business opportunities and trends.
Education
MBA/PGDM -
Alluri Institute of Management Sciences
WarangalBachelor of Commerce -
Chanakya Degree College
MancherialCEC -
Prerna Junior College
Mancherial Sri Harsha High School
MancherialSkills
- Wealth Management
- Investment Advisory
- Investment Analysis
- Portfolio Management
- Financial Advisory
- Private Banking
- HNI Acquisition
- Alternative Investments
- Investment Banking
- Investment Advisor
- Financial Instruments
- Investment Portfolio
- Advisory
Personal Information
Title: Investment Specialist
Certification
NISM Mutual Fund Certification ( VA ), NISM Series XXI - A ( PMS )Portfolio Management Services, NISM Series X-A: Investment Adviser (Level 1) Certification, NISM Series X-B: Investment Adviser (Level 2) Certification
LANGUAGES
Title: Investment Specialist
Projects
Title: Investment Specialist
Languages
Telugu
First Language
English
Advanced
C1
Hindi
Advanced
C1
Timeline
Investment Specialist
ICICI Bank - Private Banking
01.2024 - Current
Relationship Wealth Manager
Aditya Birla Sun Life AMC (ABSLAMC)
09.2021 - 01.2024
Assistant Manager
ICICI prudential Asset Management Company
01.2017 - 09.2021
Investment Officer
IDBI Asset Management Limited
07.2014 - 01.2017
Relationship Officer
Geojit BNP Paribas Financial Services Limited
07.2013 - 01.2014
Sales Officer
IDBI Capital Market Services Limited
12.2011 - 06.2013
MBA/PGDM -
Alluri Institute of Management Sciences
Bachelor of Commerce -
Chanakya Degree College
CEC -
Prerna Junior College
Sri Harsha High School