Subrahmanya Sai Kumar Mallapragada
Summary
Goal-oriented MBA graduate with expertise in wealth management and trade finance. Proven ability to deliver tailored financial solutions, grow high-value client portfolios, and ensure compliance with KYC/AML regulations. Skilled in Customer Due Diligence (CDD/EDD), with strong analytical, communication, and project management skills, seeking to contribute to a dynamic organization to drive client success and operational excellence.
Overview
3
3
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Deputy Manager (Grade-II) - Wealth & Trade
ICICI Bank
Nellore
05.2024 - Current
- Managed relationships with HNI's and corporate clients, delivering customized financial planning and investment advice.
- Managed an AUM portfolio of 30 CR, achieving a 10% growth by deploying strategic financial solutions.
- Conducted in-depth market research to identify investment and trade opportunities aligned with client goals.
- Ensured end-to-end compliance with KYC/AML and regulatory frameworks.
- Conducted Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) when triggered for managed customers within the prescribed TAT.
- Collaborated across departments to enhance client satisfaction and service delivery.
- Developed a comprehensive MIS system to track and monitor team performance.
Marketing Intern
Times of India
Vadodara
06.2022 - 08.2022
- Researched consumer preferences and brand perception in the newspaper industry.
- Conducted surveys and converted prospects into subscribers using creative campaigns.
- Awarded Times of India Medal for outstanding internship performance.
Education
Master of Business Administration - Marketing & Operations
ICFAI Business School
Hyderabad 06.2022 - 02.2024
Bachelor of Business Administration - Marketing & Finance
ICFAI Business School
HyderabadSkills
- Wealth Management
- Portfolio Management
- CDD & EDD
- KYC & AML
- Data Visualization
- Power BI
- MS Excel
- Project Management
- Client Relationship Management
- Financial Advisory
- Performance tracking
- Team collaboration
- Client onboarding
- Sales and marketing
Certification
- AML-KYC and Customer Due Diligence, NISM, 12/01/24
- IRDAI Certification, 05/01/25
- NISM Series V-A: Mutual Fund Distributors Examination, 07/01/24
- Introduction to Corporate Finance, Great Learning Academy, 07/01/24
- Data Visualization with Power BI, Great Learning Academy, 04/01/23
- Foundations of Project Management, Google Coursera, 11/01/21
Hobbies and Interests
- Travelling
- Music
- Playing Guitar
- Binge Watching
- Reading books
Languages
- English, Proficient, C2
- Telugu, Proficient, C2
- Hindi, Advanced, C1
Activities
Senior Executive Member, Macon Cell - ICFAI's Entrepreneurship Cell, Organized E-Week for start-ups.
Languages
Telugu
First Language
English
Proficient
C2
Hindi
Advanced
C1
Timeline
Deputy Manager (Grade-II) - Wealth & Trade
ICICI Bank
05.2024 - Current
Master of Business Administration - Marketing & Operations
ICFAI Business School
06.2022 - 02.2024
Marketing Intern
Times of India
06.2022 - 08.2022
Bachelor of Business Administration - Marketing & Finance
ICFAI Business School
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