Srinath Ramakrishnan
Bangalore
Summary
I am an Accomplished finance professional with total 1.8 yrs. of experience specializing in venture capital and wealth advisory. Successfully fostered client relationships at QI Ventures, closing deals and earning incentives. Proven track record at ICICI Prudential, managing diverse portfolios, achieving targets, securing substantial investments and providing Client Support to all sets of clients.
Overview
2
2
years of professional experience
Work History
Associate
QI Ventures
Bangalore
04.2023 - 12.2023
- Established relationships with potential and existing customers to inform them about Qi Venture's offerings
- Sourced Startups and Performed Fundraising
- Discussed Private Equity, Startup Ecosystem and its Lifecycle with potential clients
- Interacted with HNI, UHNI, NRIs and Corporate clients and solved their queries regarding our portfolio offerings
- Conducted Market research on Angel Investments.
Wealth Advisor/Relationship Manager
ICICI Prudential Asset Management
Coimbatore
04.2022 - 04.2023
- Managed Investment portfolios across Corporates, UHNI's, HNI's, and Retail
- Handled Key Corporate Clients like KG Group, Premier Mills, KPR Mills, Cosmopolitan Club
- Provided Investment planning and Periodic update on the performance of their investments
- Created awareness on all asset classes for the clients made proposals according to their needs
- Managed an AUM of 320 Crores across Equity, Debt and Hybrid Funds.
Education
MBA - Finance & Marketing
Jansons School of Business
04.2022
Skills
- Stakeholder Engagement
- Interpersonal skills
- Market Research and Analysis
- Time Management
- Leadership
Accomplishments
- Closed deals in CCD's and was rewarded incentives.
- Closed a deal of Rs.3 crores from Corporates in the Equity Mutual Fund Scheme
- Brought in Single Investment of Rs. 2 crores from an HNI
Projects
A Case Study on Mutual Funds Industry and Banking Industry in India.
Timeline
Associate
QI Ventures
04.2023 - 12.2023
Wealth Advisor/Relationship Manager
ICICI Prudential Asset Management
04.2022 - 04.2023
MBA - Finance & Marketing
Jansons School of Business
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