Srinath Amarthaluru
Hyderabad
Summary
Dynamic Branch Manager with a proven track record at Kotak Securities, elevating branch performance to the top 10 in India. Expert in financial planning and customer handling, I successfully mentored team members and drove significant growth in equity trading and insurance products. Committed to excellence and fostering team success.
Overview
9
9
years of professional experience
Work History
Branch Manager
Kotak Securities
Bangalore
01.2023 - Current
- Handled employees, customers to get my branch from bottom to top 10 in India.
- Dealt with equity trading, acquisition, Life insurance, Health insurance, Mutual funds, Bonds, PMS, unlisted shares, Loans
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
Branch Manager
ICICI Securities
Nellore
05.2016 - 01.2023
- Started as RM, grown as branch manager within 4 years.
- Also helped two of my RMs to grow as branch managers.
- Dealt with equity trading, acquisition, Life Insurance, Health Insurance, Mutual funds, Bonds, PMS, unlisted shares, Loans
Education
PGDM - Finance and Marketing
Aurora's Business School
Hyderabad05.2016
B.Sc -
Vikrama simhapuri University
Nellore06.2014
Skills
- Customer Handling
- Financial Planning
- Team handling
- Product pitching
Awards
- Kotak power play - Life insurance, 238% achievement
- Top Place all over India in New Account opening in FY2024,FY2025 at Kotak securities
- Qualified for all Mutual Fund contests at Kotak securities
- Best Branch Manager - ICICI securities FY22
- PAN India No.1 Branch - ICICI securities continuously for 2 years FY 21,22
Languages
- English
- Telugu
- Tamil
- Hindi
Timeline
Branch Manager
Kotak Securities
01.2023 - Current
Branch Manager
ICICI Securities
05.2016 - 01.2023
PGDM - Finance and Marketing
Aurora's Business School
B.Sc -
Vikrama simhapuri University