Venkata Krishna Reddy Tallapureddy

• Manage an institutional business with ~₹800 Cr in AUM, covering corporate treasuries, PF trusts, and family offices across the region.
• Drive client acquisition through market mapping, cold outreach, and intelligence from platforms like Entrackr, YourStory, and VCCircle.
• Lead strategic allocations into DSP's debt, equity, and AIF offerings, tailored to each client's risk profile, liquidity needs, and return expectations.
• Maintain high-touch engagement with CFOs, CIOs, Treasury Heads, and decision makers through investment reviews, strategy calls, and regular market communication.
• Deliver macro and fund-level intelligence to help clients navigate rate cycles, credit markets, and global developments.
• Coordinate with internal teams across compliance, onboarding, and operations to ensure a seamless client experience.

• Managed a ₹250 Cr book of HNI and UHNI clients by designing investment portfolios tailored to individual risk profiles and long-term financial goals.
• Conducted regular portfolio reviews and provided tactical recommendations based on evolving market conditions and product performance.
• Ensured high client retention through disciplined follow-ups, regular communication, and deep product knowledge.

• Created and implemented personalized financial plans covering investments, insurance, and tax strategies.
• Partnered with Relationship Managers in client meetings to present and implement plans, addressing life-stage needs and enabling timely cross-sell of mutual fund and insurance products.
• Maintained strong client relationships through regular financial plan reviews, goal tracking, and timely portfolio updates.

Supported risk profiling, investment planning, and client onboarding through data analysis and proposal preparation.

• Managed portfolio reviews, tracked performance, and maintained proactive communication with clients.
• Coordinated with internal teams to implement plans, resolve queries, and ensure a seamless client experience.