Yashas Sree Kollapalli
Hyderabad
Summary
Results-driven Wealth Relationship Manager with extensive experience at HDFC BANK, recognized for developing strategic solutions that enhance client loyalty and expand market reach. Expertise in implementing innovative strategies and fostering effective communication has led to significant growth in client base and portfolio services. Proven track record of collaborative teamwork, consistently driving business results.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
HDFC BANK
Hyderabad
07.2023 - Current
- Presented personalized investment strategies to high-net-worth clients based on risk tolerance.
- Participated in brainstorming sessions for new marketing tactics and product ideas.
- Compiled and presented reports on customer feedback to inform marketing strategies.
- Provided administrative support in scheduling meetings and managing correspondence.
- Offered specialized portfolio services that matched clients' expectations and adhered to HDFC’s strategic vision.
- Bolstered client base through effective referral and prospecting strategies while maintaining ongoing communication.
- Adjusted portfolios in response to evolving objectives and market conditions.
- Ensured adherence to SEBI and RBI regulations while educating clients on investment policies, legalities, and secure financial practices.
- Enhanced client loyalty with strategic account management, promoting enduring relationships.
MBA- Summer Internship & Project
AIM India, Pvt Ltd.
Hyderabad
02.2022 - 05.2022
- Evaluated various marketing strategies used by IndiaFirst Life Insurance Company.
- Internship Learnings: Client Acquisition.
- Maintained a strong focus on superior client service.
- Enhanced expertise in financial industries.
- Enhanced understanding and effectiveness of sales pitching.
- Assessed techniques for increasing market reach.
- Conducted comparative evaluations of financial plans from various companies against IndiaFirst.
Education
MBA - Operations & Marketing
IFHE University
Hyderabad01.2023
PharmD-D - Doctor of Pharmacy
Malla Reddy College of Pharmacy
Hyderabad01.2019
Skills
- Proficient Verbal and Written Communication
- Effective Liaison
- Coordination
- Strategic Solution Development
- Collaborative Teamwork
- Decision-making
- Relationship management
- MS Excel
- MS PowerPoint
- MS Word
Certification
- Certified as NISM- VA Mutual fund Distributors
- Certified as NISM- XXI A- Portfolio management services distributors
- IRDAI- Insurance Distributors
- Pursuing a Digital Marketing course
Affiliations
- Awarded Third position for poster presentation on Nuclear Medicine at the National Conference.
- Presented Oral Presentation on Guillain Barre Syndrome at OMICS International Conference.
- Volunteered and organized medical camps in schools and village panchayats.
- Participated in the workshops conducted for the Pharmacy Practice Scientific Conference.
Accomplishments
Senior Executive member, Club Prayaas, Campus Ambassadors of IFHE, Senior Executive member, Maçon Entrepreneur-cell of IFHE, organized various events for the club and cell during the corporate month and for the IFHE TRISHNA event.,
Participated in Debate and secured first position.,
Participated in sports competitions and secured various positions during graduation.
Languages
English
First Language
English
Proficient (C2)
C2
Telugu
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Personal Information
Date of Birth: 07/10/95
Timeline
Wealth Relationship Manager
HDFC BANK
07.2023 - Current
MBA- Summer Internship & Project
AIM India, Pvt Ltd.
02.2022 - 05.2022
MBA - Operations & Marketing
IFHE University
PharmD-D - Doctor of Pharmacy
Malla Reddy College of Pharmacy
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