Surya YESHWANTH
Bengaluru
Summary
Dynamic Wealth Relationship Manager with a proven track record at Sharekhan, excelling in client relationship management and investment advisory. Adept at developing tailored financial strategies, I lead teams to enhance customer satisfaction and drive portfolio performance. Passionate about delivering exceptional service while leveraging market insights to achieve client objectives.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
Sharekhan
Bangaloe
01.2024 - Current
- Researched new products and services available in the marketplace to provide better options to customers.
- Managed client accounts by monitoring performance of investments and recommending adjustments as needed.
- I am dealing with MF, PMS, and Equity & Insurance.
- I have both the NISM certificates, like V-A and XXI.
- Assisted clients in developing long-term plans that meet their financial objectives.
Relationship Manager
wealthy
Bangalore
09.2022 - 01.2024
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Partners like MFDs and insurance agents help them to cross-sell.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Conducted risk assessments for client portfolios, recommending strategies to mitigate potential losses.
- Deals with insurance, mutual funds, portfolio management services, corporate fixed deposits, and unlisted stocks.
- Handled team of 5 persons
Assistant Manager - Academic Relations
ACE Engineering Academy
Bangalore
02.2021 - 09.2022
- Brand Awareness and Marketing Manager for South Karnataka.
- Handled a team of 7 persons.
- Products like GATE, ECE, and government exams related to engineering.
- Giving Training and presentations about products and also making students to understand the opportunities for their future
Financial Analyst
Cluster IT Solutions
Hyderabad
07.2019 - 11.2020
- Monitored competitor activities in order to stay ahead of the competition.
- Prepared monthly financial statements for each account.
- Provided training and guidance to new Account Managers.
- Resolved customer complaints in a timely manner.
Assistant Manager - CSO
Axis Bank
Bangalore
05.2016 - 05.2019
- Sales and operations in the bank 30% Operations and 70% Sales
- I have worked in the new branch; I am the first person recruited in that branch.
- I have known both the operation and stars well.
- I have seen both demonetization and GST implementations.
- I have banking, operations, and sales knowledge, and I have learned all the basics from Axis Bank itself.
- Relationship Maintained with clients
Education
MBA/PGDM - Finance And Marketing
Shri Bhagavan Mahaveer Jain College
Bangalore06-2016
B.Com - Commerce
KRISHNA UNIVERSITY
Vijayawada04-2014
Skills
- Client relationship management
- Investment management and advisory
- Financial planning and analysis
- Market analysis and research
- Team leadership and collaboration
- Customer service excellence
- Portfolio management strategies
Certification
NISM Mutual Fund Certification (5A)
NIISM Portfolio Management (XXI)
Languages
- Telugu
- English
- Hindi
- Kannada
Personal Information
Total experience: 9 years, 0 months
Timeline
Wealth Relationship Manager
Sharekhan
01.2024 - Current
Relationship Manager
wealthy
09.2022 - 01.2024
Assistant Manager - Academic Relations
ACE Engineering Academy
02.2021 - 09.2022
Financial Analyst
Cluster IT Solutions
07.2019 - 11.2020
Assistant Manager - CSO
Axis Bank
05.2016 - 05.2019
MBA/PGDM - Finance And Marketing
Shri Bhagavan Mahaveer Jain College
B.Com - Commerce
KRISHNA UNIVERSITY