Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Languages
Areas of Interest
Areas of Expertise
Team Management
Timeline
Generic

Vijayanand T

Madurai

Summary

Dynamic professional with extensive experience in equity advisory and client relationship management at JM Financial Services Ltd. Proven track record in franchisee development and KYC compliance, successfully enhancing client satisfaction and driving business growth. Adept at nurturing relationships and delivering quality services, ensuring client needs are met effectively.

Overview

1
1
Certification
25
25
years of professional experience

Work History

Deputy Manager

JM Financial services ltd
madurai
01.2026 - 09.2026
  • Oversaw daily operations of financial services team to ensure compliance and service quality
  • Conducted detailed reviews of client accounts to identify discrepancies and enhance client satisfaction
  • Directed daily operations across financial services teams and client support functions
  • Managed compliance checks for financial transactions and regulatory documentation
  • Reviewed reports for accuracy, completeness, and executive decision support

Senior relationship Manager

Nirmal Bang Securities pvt ltd
madurai
06.2025 - 11.2025
  • Advised clients on equity, mutual fund, and demat account services.
  • Coordinated account opening, KYC, and documentation with branch teams.
  • Managed high-value client relationships for Nirmal Bang Securities across equity and investment services.
  • Advised clients on portfolio allocation, market trends, and trading opportunities.
  • Coordinated with research, dealing, and operations teams to resolve client requests.

Franchisee development Manager

Acumen Capital market ltd
madurai
11.2021 - 10.2024
  • .Franchisee, Channel sales &development,retail client acquisition
  • Developed agency model to improve client outreach effectiveness.

sales manager

star health and allied insurance limited
madurai
08.2018 - 11.2019
  • Led sales teams for Star Health and Allied Insurance Limited health insurance products.
  • Developed agency network for retail and group insurance distribution.
  • Trained staff on product features, claims process, and sales pitch.

Business Development Manager

Zebu Share and Wealth ltd
madurai
05.2017 - 03.2018
  • Franchisee,Channel sales &development
  • Involved with various development activities like acquiring new franchisee
  • Ensured quality services to clients and redressed their grievances

Asst Manager

Angel Broking Ltd
madurai
06.2014 - 04.2017
  • Involved with various development activities like acquiring new franchisee
  • Ensured quality services to clients and redressed their grievances

Relationship Manager

orion capital and debt markets ltd
02.2010 - 04.2014
  • Dealing with commodities MCX, Currency and equity derivatives
  • Generated new business and nurtured relationships with clients

Business Development Executive

Apollo sindoori capital ltd
Chennai
09.2007 - 12.2009
  • Handled De-mat and trading accounts.
  • Generated new business and nurtured relationships with clients
  • Ensured quality services to clients and redressed their grievances

Senior Sales executive

Origin brand and human resourcespvt ltd
07.2004 - 08.2007
  • Maintained and nurtured relationships with clients
  • Organized marketing campaigns.

Sales Officer

Ascon marketing services pvt ltd
Bangalore
10.2001 - 06.2004
  • Opening Citi Bank CASA
  • Cross Selling credit cards & All Citi Bank Financial Products.
  • Achieving Sales Targets.

Education

Bachelor of Science - zoology

M.S.S.Wakf Board College, Madurai Kamaraj University
Madurai
04-1999

Skills

  • Equity advisory
  • Demat operations
  • KYC compliance
  • Franchisee development
  • Channel sales
  • Client relationship management

Personal Information

Date of Birth: 1979-06-20

Certification

NCFM Certification in Derivatives market, Capital Market, AMFI, IRDA Certification

Languages

Languages known, To Speak: (1)Tamil, (2)English, To Write: (1)Tamil, (2)English

Areas of Interest

  • Equities, Commodities, Derivatives, , PMS, Wealth management. Mutual funds
  • Playing Chess, Cricket, Reading books, Watching News

Areas of Expertise

Option trading analysis, hedging strategy analysis, trading beta stock analysis

Team Management

  • Creating and sustaining a dynamic environment that fosters development opportunities and motivates high performance amongst team members.
  • Handling work allocation and plan for the day, fixing revenue targets and new appointment for the day and achieving goals
  • Identifying and conducting different Sales Promotional activities in coordination with Team. Active coordinator in promotional activity.
  • Organizing marketing campaigns and promotional activities, dealing with corporate account openings in developing business
  • Meeting with HNI clients in procuring more business developments
  • Service and Relationship Management
  • Managing customer complaints and team members to service clients at complaints.
  • Providing quarterly and annual reports, STT certificate in annual and explanations of those reports to the clients.
  • Ensure coordination with different departments to resolve the complicated and escalated complaints/Requests.
  • Handling customer queries for better turn around time and customer satisfaction.
  • Develop and maintain a long-term relationship with the customer to maintain a high level of retention of the existing customer and generate business

Timeline

Deputy Manager

JM Financial services ltd
01.2026 - 09.2026

Senior relationship Manager

Nirmal Bang Securities pvt ltd
06.2025 - 11.2025

Franchisee development Manager

Acumen Capital market ltd
11.2021 - 10.2024

sales manager

star health and allied insurance limited
08.2018 - 11.2019

Business Development Manager

Zebu Share and Wealth ltd
05.2017 - 03.2018

Asst Manager

Angel Broking Ltd
06.2014 - 04.2017

Relationship Manager

orion capital and debt markets ltd
02.2010 - 04.2014

Business Development Executive

Apollo sindoori capital ltd
09.2007 - 12.2009

Senior Sales executive

Origin brand and human resourcespvt ltd
07.2004 - 08.2007

Sales Officer

Ascon marketing services pvt ltd
10.2001 - 06.2004

Bachelor of Science - zoology

M.S.S.Wakf Board College, Madurai Kamaraj University
Vijayanand T