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Pavan Reddy

Pavan Reddy

Internship

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location of Pavan ReddyBengaluru, Karnataka, India

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  • Timeline

  • About me

    AVP - HSBC Premier

  • Education

    • I.S.M.E

      2014 - 2016
      Post Graduate Diploma In Management specialization in FINANCE A

    • Emeralds Degree College

      2011 - 2014
      Bachelor of Commerce (B.Com.) in computers A+

      I am , one of the active participant in graduation programs conducted by our school.

    • KALYANI HIGH SCHOOL

      2008 - 2009
      SSC B

  • Experience

    • Nirmal Bang

      Apr 2015 - Jun 2015
      Internship

      PGDM Summer Internship at “Nirmal Bang Securities Ltd.,” for a duration of 2 months Project work on “Sectorial Security Analysis in Indian markets” with a focus on the movement of stock across three nifty companies

    • ICICIdirect

      Jun 2016 - Mar 2022

      Managed financial needs of mass existing HNI clients segment.Provided solutions to Customers financial needs through financial planning and investment advisory.Emphasised on market feedback regarding new product, pricing and competitive strategy.Provided clients excellent service with diversified portfolios of Stocks, Cash and income producing securities. Handling branch HNI, NRI and corporate clients.Acquire new clients through referencing and other sources.Analysed client needs, risk tolerance and overall investment needs.Assisting clients in their financial planning and tax saving plans In this short journey I was a part of many Competency Development Programs and awarded each year for standing out in various driven Programs by the firm. Experienced in Financial Planning and Portfolio Making with best of the client servicing approach. Believed in the philosophy to drive client service experience with Long Term Relationship Building approach

      • Relationship Manager - Private Wealth

        Jul 2021 - Mar 2022

      • Branch Wealth Manager

        Jun 2017 - Jul 2021

      • Associate Wealth Manager

        Jun 2016 - May 2017

    • Kotak Securities PCG

      Jun 2022 - Aug 2023
      Senior Manager

    • HSBC

      Aug 2023 - now
      AVP - HSBC Premier

      Develop and maintain relationships with Premier banking clients. Provide personalized financial advice and services.

  • Licenses & Certifications

    • Award in International Wealth Management

      Jointly by Moody's Analytics, PGP Academy
      Apr 2024

    • NISM Series-X-B: Investment Adviser (Level 2)

      National Institute of Securities Markets (NISM)
      Apr 2022

    • Certified Private Wealth Manager

      CIEL - Center For Investment Education and Learning
      Dec 2021

    • NISM XXI-A Portfolio Management Services

      National Institute of Securities Markets (NISM)
      Sept 2023

    • NISM-Series-X-A: Investment Adviser (Level 1)

      National Institute of Securities Markets (NISM)
      Apr 2022

    • NISM-series-V-A :Mutual Fund Distributors Certification Examination

      National Institute of Securities Markets (NISM)
      Aug 2020

    • Open Water Diver

      PADI
      Apr 2022