Shankar Raja
Entrepreneurial Professional
Summary
22 years of work experience in capital market. Have wide spread of experience with channel management, retail, wealth management and PCG.
Overview
21
21
years of professional experience
2
2
Languages
Work History
Zonal Head - Professional Client Group
Nuvama Wealth
05.2023 - Current
- Responsible for managing & expanding business for Chennai, Bangalore and Hyderabad
Regional Director - Karnataka & Tamilnadu
Anandrathi Shares & Stock Brokers Ltd
08.2015 - 05.2023
- Managing multiple divisions across multiple cities, including Retail branch, HNI desk, Pref Desk, and Direct Sales Team in total of 35 SBU's.
- Increased AUM by 4x and Revenue by 5x
Zonal Head for West & South
BMA Wealth Creators Ltd
05.2009 - 08.2015
- Established 1000 business partners in South in less than 4yrs.
- Designing & Implementation Strategy for PAN India to drive 850 employees and 150 SBU's
- Dusk to Dawn story- Iwas in core team of building business from 200 people to 12,000 people in less than 5yrs of time.
Senior Manager - Equity Advisory
Reliance Money
12.2006 - 05.2009
- Handled R-Power IPO across Karnataka and Tamil Nadu, was able to drive 6% market share
- Zerodha was groomed by us - India's leading Fintech
- Part of building India's first 10lakh client base for brick and mortar broking firm.
Manager - Private Client Group
Cholamandalam DBS
08.2004 - 12.2006
- Managed investment & trading book over 25Cr
- From individual role moved to managerial role
- Ethics comes first, is best learning from Chola.
Deputy Manager
Navia Markets Ltd
10.2002 - 08.2004
- Ranked Top 5 across India in derivative turnover in company
- Direct & Channel Management
- Sales & Operation foundation was established from Navia.
Education
Executive Program in Growth Strategies -
IIM Calcutta
Calcutta 04.2001 -
Master in Business Administration -
The American College
Madurai 04.2001 -
Bachelor of Commerce -
The American College
Madurai 04.2001 -
Skills
Sales & Marketing Fintech
undefinedVolunteer Experience
Member, Rotary International - Dist 3190, 07/2018, Present, Bengaluru
Timeline
Zonal Head - Professional Client Group
Nuvama Wealth
05.2023 - Current
Regional Director - Karnataka & Tamilnadu
Anandrathi Shares & Stock Brokers Ltd
08.2015 - 05.2023
Zonal Head for West & South
BMA Wealth Creators Ltd
05.2009 - 08.2015
Senior Manager - Equity Advisory
Reliance Money
12.2006 - 05.2009
Manager - Private Client Group
Cholamandalam DBS
08.2004 - 12.2006
Deputy Manager
Navia Markets Ltd
10.2002 - 08.2004
Executive Program in Growth Strategies -
IIM Calcutta
04.2001 -
Master in Business Administration -
The American College
04.2001 -
Bachelor of Commerce -
The American College
04.2001 -
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