SURYA TEJA PENTAKOTA
Wealth Management
Visakhapatnam
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Assistant Manager-ADVISOR
Motilal Oswal PCG
HYDERABAD, Telangana
01.2025 - Current
- Increased sales through effective merchandising strategies and targeted promotions.
- Developed marketing strategies to attract new customers, increasing foot traffic.
- Implemented loss prevention strategies, significantly reducing shrinkage.
Deputy Manager-HNI DESK
Anadh Rathi
Vishakapatnam, Andhra Pradesh
05.2024 - 10.2024
- Assisted in the design of customized trading solutions tailored to meet specific client needs and preferences in terms of risk tolerance, return expectations, and investment horizons.
- Initiated successful trades by identifying undervalued equities through extensive due diligence and fundamental analysis.
- Collaborated with research analysts to make informed trading decisions based on comprehensive financial analysis.
Wealth Manager
Nuvama Wealth
Vishakapatnam, Andhra Pradesh
09.2022 - 05.2024
- Assisted clients with budgeting and cash flow management.
- Implemented exit strategies for clients to transition out of investments.
- Optimized asset allocation across various accounts for improved diversification and risk-adjusted performance.
- Researched and evaluated potential investment products for clients.
- Developed trading strategies to maximize returns on investments.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Developed strong relationships with external product providers and investment managers to ensure access to best-in-class investment solutions for clients.
- Educated clients on financial topics and best practices.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
Equity Advisor Intern
Bg Financial Services
Vishakapatnam, Andhra Pradesh
11.2021 - 09.2022
- Assisted in the creation of comprehensive financial plans, addressing various aspects such as risk management and asset allocation.
- Built lasting relationships with clients by consistently delivering exceptional service and expert advice.
- Continuously improved skill set through ongoing training sessions, contributing positively to personal and team performance.
- Improved portfolio performance with thorough research on market conditions and company fundamentals.
Education
MBA - Finance
Jain College, Jain University
B.TECH - EEE
Avanthi institute of technology, JNTU KAKINADA University
12th Std. - MPC
Sri chaitanya Junior College, Board of Intermediate Education, A.P
10th Std. - General
Snt ann's High School, Secondary School Certificate, A.P
Skills
Regulatory Compliance
Portfolio diversification
Retirement planning
Trading strategies
Technical Analysis
Financial Planning
Portfolio Management
Certificate Programs
- BUSINESS ANALAYTICS using R studio
- MS Office
- Supply chain management
- Nism vii & Nism viii
Projects Activities
- Analysis of Cash Flow Statements to determine liquidity position of the companies
- Orgainsation Study in RINL
- GSM based security system as final year project
- Participated in workshops Robotics, auto mobile
- Attended a workshop on soft skills development
Personal Information
- Date of Birth: 10/07/1996
- Gender: Male
- Marital Status: Single
Extracurricular Activities
Participated in Environmental safety programme organized by jntuk Participated in management fest organized by NIT Warangal Coordinator for events at college
Certification
Nism vii & Nism viii
Timeline
Assistant Manager-ADVISOR
Motilal Oswal PCG
01.2025 - Current
Deputy Manager-HNI DESK
Anadh Rathi
05.2024 - 10.2024
Niit WEALTH MANAGER
09-2023
Nism vii & Nism viii
01-2023
Wealth Manager
Nuvama Wealth
09.2022 - 05.2024
NISM IMS GHAZIABAD- RESEARCH ANALYST & INVESTMENT ADVISER.
06-2022
Equity Advisor Intern
Bg Financial Services
11.2021 - 09.2022
MBA - Finance
Jain College, Jain University
B.TECH - EEE
Avanthi institute of technology, JNTU KAKINADA University
12th Std. - MPC
Sri chaitanya Junior College, Board of Intermediate Education, A.P
10th Std. - General
Snt ann's High School, Secondary School Certificate, A.P