Vinod KV
Bangalore
Summary
Aspiring finance professional targeting opportunities within innovative organizations that prioritize employee contributions and recognize excellence. Ambitious finance professional with a track record of leading teams to achieve targeted outcomes. Champions efficient processes and innovative practices to maximise productivity and profitability. Committed to leveraging interpersonal skills and strategic insights to contribute to organisational excellence.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Unit Manager - AVP
JM Financial Services Ltd.,
BANGALORE, India
10.2025 - Current
- Conducted regular performance reviews, offering constructive feedback and setting individual objectives.
- Coordinated with cross-functional teams to streamline operations, enhancing interdepartmental collaboration and efficiency.
- Built and nurtured positive working environments, enhancing team morale, motivation and performance.
- Coordinated with HR to recruit, train, and develop new staff, aligning with company standards.
- Drove company growth with proactive mindset and results-oriented plans for business operations.
Branch Head
Geojit Financial Services Ltd
BANGALORE, India
12.2021 - 10.2025
- Supported branch profitability through effective team collaboration.
- Assisted in managing team operations to enhance productivity.
- Facilitated client interactions regarding equity derivatives, mutual funds, insurance, and bonds.
- Contributed to audit and compliance efforts to maintain regulatory standards.
Branch Head
Reliance Securities Ltd.
Mysore
06.2021 - 12.2021
- Assisted in monitoring branch profitability.
- Supported team management efforts.
- Handled unlisted equity and distribution products such as insurance and bonds.
- Participated in audit and compliance processes.
- Maximised branch revenue by optimising operations.
- Developed successful strategies and policies, meeting organisational needs and implementing improvements.
- Led branch operations, optimising resource allocation and workflow for enhanced productivity.
Branch Manager
GEOJIT FINANCIAL SERVICES LTD
08.2018 - 06.2021
- Guided teams to optimise branch profitability through strategic initiatives.
- Collaborated with management to effectively manage team dynamics and enhance performance.
- Streamlined communication concerning equity derivatives and distribution products, encompassing mutual funds, insurance, and bonds.
- Oversaw audit and compliance processes to ensure regulatory adherence.
Location Head - SM
Capital First Ltd.
Mysore
05.2017 - 08.2018
- Directed a team of 25 members in daily operations to ensure efficiency.
- Facilitated meetings, training sessions, and performance reviews to enhance team performance.
- Oversaw recruitment efforts to expand staff capabilities.
- Implemented innovative processes and policies for improved market control.
- Managed EMI collections to optimise revenue.
- Monitored delinquency ratios to maintain high performance standards.
Assistant Manager
Yes Bank Ltd.
Mysore
08.2014 - 05.2017
- Assisted in acquiring high net worth individual savings and current accounts.
- Maintained assigned high net worth individual accounts.
- Collected CASA inflows.
- Cross-sold insurance and mutual fund products.
Junior Officer
ICICI Bank Ltd.
01.2012 - 07.2014
- Assisted in the acquisition of savings and current accounts.
- Collected inflows for CASA accounts.
- Supported cross-selling of loans, insurance, and mutual funds.
Education
PGDBFS -
IFBI
Bengaluru, KA01-2011
B.Com - Finance
Bangalore University
Bengaluru, KA01-2010
PUC -
Vishveshwarapuram PU College
Bengaluru, KA01-2007
SSLC -
BSVP, Bangalore
Bengaluru, KA01-2003
Skills
- Leadership and team management
- Analytical problem solving
- Results-driven solutions
- Effective decision making
Certification
- NISM - Series -V-A: Mutual Fund Distributor Certification Examination Level 1
- NISM - Series- VII : Securities Operations and Risk Management certification examination (SORMC)
- NISM - Series - VIII: Equity Derivatives Certification Examination
- NISM - Series - XVI : Commodity Derivatives Certification Examination
Languages
English - Read and Write
Kannad - Read and Write
Custom Section
- Enhanced my skills by doing NISM certifications.
- PAN India Contests winner every quarter.
- One of the major contributors in our region for foreign trip qualification across different products.
Hobbies and Interests
- Adventure Games: Scuba, Trekking, Long drive
- Playing Cricket
- Reading Books
Timeline
Unit Manager - AVP
JM Financial Services Ltd.,
10.2025 - Current
Branch Head
Geojit Financial Services Ltd
12.2021 - 10.2025
Branch Head
Reliance Securities Ltd.
06.2021 - 12.2021
Branch Manager
GEOJIT FINANCIAL SERVICES LTD
08.2018 - 06.2021
Location Head - SM
Capital First Ltd.
05.2017 - 08.2018
Assistant Manager
Yes Bank Ltd.
08.2014 - 05.2017
Junior Officer
ICICI Bank Ltd.
01.2012 - 07.2014
PGDBFS -
IFBI
B.Com - Finance
Bangalore University
PUC -
Vishveshwarapuram PU College
SSLC -
BSVP, Bangalore