Summary
Overview
Work History
Education
Skills
Additional Information
Professional Development
Roles And Responsibilities
Key Skills Competencies
Core Leadership Qualifications
Selected Accomplishment
Personal Information
Zip
Certification
Timeline
Generic
SIVAPRAKASH TC

SIVAPRAKASH TC

Financial Services and Investment Management
Chennai

Summary

Proactive and meticulous Cluster Manager with over18 years of experience in the Financial Services and Investment Management industry. Proficiencies in inventory control, sales, staff training and development. Customer-oriented team player with expertise in generating optimal satisfaction levels while building profits and client generation.

Overview

20
20
years of professional experience
4
4
Certifications
1
1
Language

Work History

Cluster Manager

GA Capital Management
CHENNAI
01.2021 - Current
  • Established strong relationships with key stakeholders through regular meetings, reports, and presentations on cluster progress.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Conducted mandatory health, safety and maintenance checks in cluster shops.
  • Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
  • Implemented systems and procedures to increase sales.
  • Met with clients, delivering presentations, and educating on product and service features and offerings.
  • Managed accounts to retain existing relationships and grow share of business.
  • Delivered recommendations to long-term accounts to promote brand awareness to key audience.
  • Cultivated positive work culture within department that encouraged teamwork and collaboration towards shared goals.
  • Developed strong relationships with clients for increased revenue growth and customer satisfaction.
  • Prepared sales presentations for clients showing success and credibility of products.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Prepared budgets for 40 facilities within cluster
  • Increased customer satisfaction by addressing client concerns promptly and implementing appropriate solutions
  • Established team priorities, maintained schedules and monitored performance
  • Earned recognition for leadership excellence by consistently exceeding performance targets and promoting culture of continuous improvement within cluster management team
  • Leveraged data and analytics to make informed decisions and drive business improvements
  • Enhanced cluster profitability with cost-effective budget management and resource allocation strategies
  • Managed cluster expenditure by adhering to set budget
  • Successfully managed budgets and allocated resources to maximize productivity and profitability
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement
  • Conducted regular performance evaluations for all employees to recognize achievements, address challenges, and facilitate professional growth
  • Developed detailed plans based on broad guidance and direction
  • Analyzed sales data to manage cluster performance and make informed financial decisions
  • Implemented trending initiatives to help drive sales across cluster
  • Monitored facility managers and staff performance through quarterly review assessments
  • Led training initiatives that enhanced employee skills, knowledge base, and productivity levels across various functions within organization
  • Established strong relationships with key stakeholders through regular meetings, reports, and presentations on cluster progress
  • Established performance goals for employees and provided feedback on methods for reaching those milestones
  • Managed time efficiently in order to complete all tasks within deadlines
  • Self-motivated, with strong sense of personal responsibility
  • Learned and adapted quickly to new technology and software applications

Branch Manager

Aditya Birla Money Ltd
CHENNAI
11.2006 - 12.2020
  • Provided investment advice and recommendation to clients
  • Monitored NSE, MCX, NCDEX, CDS Exchange performance and guided clients accordingly
  • Purchased and sold share, securities, bonds, and other funds for clients
  • Collected and studied Research reports and made short-term and long-term investment plans for clients
  • Evaluated portfolio of clients and suggested addition and deletion of certain account
  • Assisted clients in buying and selling stocks at right time.
  • Developed high-performing team through targeted recruitment, training, and performance management initiatives.
  • Launched new training program to boost employee skills and staff retention rate.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within community or region served.
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Complied with established internal controls and policies.
  • Assessed employee performance and developed improvement plans.
  • Developed strategic plans for day-to-day financial operations.
  • Engaged employees in business processes with positive motivational techniques.
  • Managing team of approximately 8 employees in busy work environment.
  • Negotiating contracts, ensuring that they balance value and risk.
  • Establish and implement Organization policies, goals, objectives, and procedures.
  • Creating, managing and analysis performance data and other information.
  • Ensuring capacity and capability are continually planned.
  • Encouraging, identifying and developing best practice strategy.
  • Ensuring compliance to all Environmental Health & Safety goals & objectives.
  • Producing operations manuals which define how business is to be run.
  • Working closely with Dealer, Senior Dealer, Trade Advisor, Senior Trade Advisor, Business Development Manager.
  • Organizing induction programmed for new staff. Recording office expenditure and managing its budget.
  • Reporting on office performance to Zonal and National Sales Head.
  • Carrying out Dealer Carrier Progression, managing performance & disciplining staff.

Senior Dealer

Geojit Financial Services Ltd
Chennai
04.2005 - 11.2006
  • Provided investment advice and recommendation to clients
  • Monitored NSE & MCX Exchange performance and guided clients accordingly
  • Purchased and sold share, securities, bonds, and other funds for clients
  • Collected and studied Research reports and made short-term and long-term investment plans for clients
  • Evaluated portfolio of clients and suggested addition and deletion of certain account, Increased sales by 20%.
  • Assisted clients in buying and selling stocks at right time.

Dealer

Sugal & Damani Share Broking Services
CHENNAI
04.2004 - 04.2005
  • Provided investment advice and recommendation to clients
  • Monitored NSE Exchange performance and guided clients accordingly
  • Purchased and sold share, securities, bonds, and other funds for clients
  • Managed over 50 customer calls per day
  • Collected and studied Research reports and made short-term and long-term investment plans for clients
  • Evaluated portfolio of clients and suggested addition and deletion of certain account
  • Assisted clients in buying and selling stocks at right time.

Education

Bachelor of Science - Chemistry

CKN College, Anna University
Chennai, Anna Nagar
04.2004 - 04.2004

NISM
Chennai

Skills

  • Performance Tracking and Evaluation
  • undefined

    Additional Information

    Geojit Financial Services Ltd. is an investment services company in India headquartered in Kochi, Kerala. It operates a network of offices across India and the Middle East. Geojit was the first company in India to launch online-trading facilities, develop franchise models of sub-broking, form joint ventures in West Asia and the first to begin commodity futures trading in pepper, cardamom, gold and silver in India. The Company products and services include equities, derivatives, custody accounts, mutual funds, life insurance and general insurance, property services, loan against shares, initial public offerings (IPOs), portfolio management services and margin trading.

    Professional Development

    • Money Management Analysis
    • Market Tracker
    • Trend Analysis
    • Mentoring
    • Portfolio Analysis
    • Aggressive Option Strategies

    Roles And Responsibilities

    Sales Achievement

    • Develop and execute strategies to achieve monthly sales targets set by management.
    • Monitor and evaluate performance against targets, ensuring consistent progress.
    • Maintain a high level of performance to meet or exceed set expectations.
    • Aim to achieve a minimum of 30 times the annual Cost to Company (CTC) through sales efforts.

    Partner Onboarding

    • Identify and onboard a minimum of 2 new partners every month to expand market reach.
    • Cultivate relationships with potential partners and facilitate the onboarding process.

    Partner Activation

    • Drive the activation of a minimum of 4 partners per month through effective training and support.
    • Collaborate with partners to maximize their potential and contribution to business objectives.

    Learning and Development

    • Attend at least one learning intervention per quarter to enhance skills and expertise.
    • Obtain relevant certifications to stay updated with industry trends and best practices.

    Performance Monitoring and Reporting:

    • Regularly monitor key performance indicators (KPIs) related to sales and partner activities.
    • Prepare and present performance reports to management, highlighting achievements and areas for improvement.

    Team Leadership and Motivation:

    • Lead, coach, and motivate a team of sales professionals to drive productivity and performance.
    • Provide guidance, training, and development opportunities to support team growth.

    Stakeholder Engagement:

    • Build and maintain strong relationships with internal and external stakeholders.
    • Collaborate with cross-functional teams to ensure alignment and achieve business objectives.

    Personal Attributes:

    • Goal-oriented with a passion for achieving and exceeding targets.
    • Strategic thinker with the ability to innovate and drive business growth.
    • Problem-solving mindset with a proactive approach to challenges.
    • Adaptability and resilience to navigate changing market dynamics.

    Achievements:

    • Consistently exceeded monthly sales targets by 400%.
    • Awarded the best employee of the year 2023.
    • Successfully onboarded and activated 40 new partners within a specified timeframe.
    • Received certifications in International Trip and Goa Trip to enhance professional development.

    Key Skills Competencies

    • Strong Sales Acumen: A deep understanding of sales strategies and techniques specific to the private equity industry. This includes proficiency in relationship-building, negotiation, and deal structuring.
    • Financial Acumen: Comprehensive knowledge of financial markets, investment products, and valuation methods. Ability to analyze financial statements, understand investment opportunities, and assess risk-return profiles.
    • Leadership and Team Management: Proven ability to lead and inspire a sales team towards achieving targets. Effective delegation, coaching, and performance management skills are essential.
    • Strategic Thinking: Capability to develop and implement sales strategies aligned with the overall business objectives of the private equity firm. This includes identifying market trends, assessing competitive landscapes, and exploring new business opportunities.
    • Stakeholder Management: Strong interpersonal and communication skills to engage with clients, partners, investors, and internal stakeholders. Building and maintaining relationships is critical for success in private equity sales.
    • Problem-Solving and Decision-Making: Ability to navigate complex situations and make informed decisions under pressure. Problem-solving skills are essential for addressing client needs and resolving issues effectively.
    • Results-Driven Approach: A focus on achieving and exceeding sales targets while maintaining high standards of professionalism and integrity.
    • Industry Knowledge and Networking: Continuous learning and staying updated with industry trends, regulations, and best practices. Building a strong network within the private equity ecosystem is advantageous for business development.
    • Adaptability and Resilience: The private equity landscape can be dynamic and challenging. Being adaptable to changing market conditions and resilient in the face of setbacks is important for long-term success.
    • Data Analysis and Reporting: Proficiency in using data analytics tools to track sales performance, evaluate ROI, and derive actionable insights for decision-making.
    • Client-Centric Approach: A focus on understanding client needs and delivering tailored solutions. Building trust and credibility with clients is fundamental in private equity sales.
    • Ethical Conduct: Upholding high ethical standards and compliance with regulatory requirements in all sales and client interactions.

    Core Leadership Qualifications

    • Strategic Vision
    • Strong Communication Skills
    • Team Leadership and Motivation
    • Decision-Making and Problem-Solving
    • Results-Oriented Approach
    • Relationship Management
    • Adaptability and Resilience
    • Ethical Integrity
    • Strategic Networking
    • Continuous Learning and Development
    • Financial Acumen
    • Risk Management

    Selected Accomplishment

    • Created efficient dealers improved lot in branch productivity. Dealers got more confidence in productivity and customer money management when they earned Incentives and appreciation from the management.
    • Created a ticketing system that significantly enhanced the ease and accuracy of tracking client requests. Recognized as both Foresight Product Closure of the Month and Highest Revenue of the Month. (2010-2014). Planned, scheduled and managed all activities related to successful implementation of two Goals, Internal back office software development system identified, interviewed and evaluated vendors for each project and facilitated the bidding process. Worked closely with the winning vendors in overseeing the timely installation of software to ensure successful completion of projects within timelines. Mentored employees on use of the new trading system and on how to effectively communicate with local clients.
    • Facilitated the seamless conversation with the clients over the phone and direct visit, which included the creation of training documents.

    Personal Information

    • Father's Name: T.Chandrabalan
    • Date of Birth: 06/13/1982
    • Marital Status: Married

    Zip

    600024

    Certification

    PGDCA

    Timeline

    Cluster Manager

    GA Capital Management
    01.2021 - Current

    NISM (Capital Market Module)

    01-2021

    NISM (Derivatives Modules)

    01-2021

    NISM (Currency Derivatives Modules)

    01-2021

    Branch Manager

    Aditya Birla Money Ltd
    11.2006 - 12.2020

    Senior Dealer

    Geojit Financial Services Ltd
    04.2005 - 11.2006

    Bachelor of Science - Chemistry

    CKN College, Anna University
    04.2004 - 04.2004

    Dealer

    Sugal & Damani Share Broking Services
    04.2004 - 04.2005

    PGDCA

    01-2004

    NISM
    SIVAPRAKASH TCFinancial Services and Investment Management