Summary
Overview
Work History
Education
Skills
Timeline
Generic

Venkata Vinod V

Secunderabad

Summary

A result-driven commercially aware Business Management professional Working in financial industry (Presently with Whiteoak AMC Ltd. Worked with Various Organizations like Tata Mutual Fund, Aditya Birla Sun Life AMC Ltd, ICICI Prudential AMC Ltd, SBI AMC Ltd, & ICICI Bank) managing sales, Banking Operations, relationship with customer and channel to generate business (revenue) for the organization.

Overview

23
23
years of professional experience
2
2
years of post-secondary education

Work History

Zonal Head

Whiteoak Capital AMC Ltd
10.2024 - Current
  • Promoted as Zonal Head from October 24, handling Karnataka, AP, and Telangana.
  • Responsible for sales and incremental market share in MF, PMS, and AIF across MFD, Banking, and National Distribution.

Regional Head

Whiteoak Capital AMC Ltd
02.2022 - 03.2024
  • Create Brand awareness about Whiteoak Group across AP, Telangana and Odisha markets
  • Build team across locations to build the distribution network across locations for selling Whiteoak Products
  • Create a space for white oak PMS and AIF products in the retail segment across locations
  • Also build network for the newly to be launched MF products and ensure activation of the distribution network
  • Additionally handling Belgaum and Hubli markets to ensure brand penetration and sales till team is fully in

Regional Head

Tata AMC Ltd
04.2020 - 02.2022
  • Have the responsibility of Market Expansion/Distribution Expansion/ Distribution engagement/ Customer Acquisition/IAP/Incremental Ranking of Branches
  • Focus on increasing sales and market share across products with equal focus on revenue generation products
  • Focus on acquisition of corporate clientele (Corporates/Trusts/Banks/Societies etc..)

Manager PMS

ICICI Prudential AMC Ltd
03.2008 - 08.2008
  • Handling all PMS products across channels for ICICI AMC at Hyderabad
  • Increasing awareness about PMS as an asset portfolio
  • Increasing the POS for PMS product distribution
  • Servicing existing clients
  • Maintaining client’s portfolio
  • Increasing the portfolio by getting fresh investment from existing customer and new acquired customer
  • Adding new customer base to bank
  • Developing new strategy for business

Relationship Manager

SBI AMC Ltd
12.2005 - 03.2008
  • Handling all the retail sales
  • Handling a team of 4 Business development executives to generate business
  • Responsible for increasing the market share and growth of AUM
  • Responsible for increasing the distribution network

Branch Operations Manager

ICICI Bank Ltd
03.2002 - 12.2005


  • Worked across various profiles in banking. Initially into Branch Banking, Customer Service, and Teller Services.
  • Moved to HNI & NRI Client acquisition and Forex Services
  • Promoted as Branch Operations Manager.
  • Responsible for the total audit (Bank operations, TAT, Five S, etc.).
  • Responsible for cross-selling products by the team.
  • Ensuring smooth day-to-day functioning of the branch.

Relationship Manager

ICICI Bank Ltd
03.2002 - 12.2004
  • Acquisition of HNI and NRI HNI Clients
  • Taking care of the HNI servicing
  • Processing of Travellers cheques and foreign Currency
  • Increasing the net worth of the client with the bank and deepening the relationship
  • Initially handled front office and also as cash teller

Regional Head

Aditya Birla Sunlife AMC Ltd
08.2008 - 4 2020
  • Worked across various profiles and locations for a period of 12 years.
  • Handled as Head PSU Channel Head, Pvt Banking Head, and Retail Channel Head; Cluster Head, Rest of Karnataka; AP Regional Head; and Telangana Regional Head.
  • Responsible for incremental sales, market share, branch expansion, client acquisition of clientele (corporates, trusts, banks, societies, etc.).
  • Responsible for Distribution Expansion and also penetration into Tier 3 markets.


Education

MBA - Marketing & Finance

Vignana Jyothi Institute of Management
06.2000 - 03.2002

Skills

Other Qualifications:

NISM VA

PMS 21A

Timeline

Zonal Head

Whiteoak Capital AMC Ltd
10.2024 - Current

Regional Head

Whiteoak Capital AMC Ltd
02.2022 - 03.2024

Regional Head

Tata AMC Ltd
04.2020 - 02.2022

Regional Head

Aditya Birla Sunlife AMC Ltd
08.2008 - 4 2020

Manager PMS

ICICI Prudential AMC Ltd
03.2008 - 08.2008

Relationship Manager

SBI AMC Ltd
12.2005 - 03.2008

Branch Operations Manager

ICICI Bank Ltd
03.2002 - 12.2005

Relationship Manager

ICICI Bank Ltd
03.2002 - 12.2004

MBA - Marketing & Finance

Vignana Jyothi Institute of Management
06.2000 - 03.2002
Venkata Vinod V