Oruganti Bhaskar

Experience

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  ICICI Prudential Life Insurance Company Limited

  Feb 2008 - Jun 2013

  Sr Key Relationship Manager

  Self Contributor, It's the best platform and shown the path for my career built up. Happy that provided life coverage to most of the clients. Have learnt sales techniques, discipline , patience,passion & follow up etc. Received many awards & rewards for my best performance. Selected for domestic & international trips. Received four promotions in the entire vintage of ipru life. Worked in all direct verticals. Reported 6 reporting managers in the span of five and half years.Had wonderful experience being an individual performer. Show less

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  HDFC Life

  Jun 2013 - May 2015

  Branch Manager

  Team Lead & Self Contributor,Hdfc life has given me an opportunity to become team leader, it was a wonderful platform with good process & discipline. Used to manage a team of 7 onroll employees. Responsible for my team profitability & career growth. Team used to do business from open market & also used to get leads support from the company.We used to do mostly endowment plans to get maximum revenue.

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  ICICI Prudential AMC Ltd

  May 2015 - Oct 2017

  Channel Head

  Team Lead & Self Contributor,As I was passionate about mutual fund domain. Got shifted from insurance to mutual funds. Have created wealth to most of my clients. Created a book of 100 Cr. Used to handle two branches & total 20 onroll employees. Responsible for cluster profitability. Handled the products MF,PMS & AIF

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  ICICI Securities

  Nov 2017 - Jun 2019

  Cluster Head

  Team Lead & Self Contributor,It's internal transfer from IPRU AMC to ICICI SECURITIES.Similar profile.Used to handle two branches & total 20 onroll employees. Responsible for cluster profitability. Handled the products MF,PMS & AIF. Also done acquisition of demat & corporate bonds.

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  YES BANK

  Jul 2019 - Jul 2021

  Area Sales Manager

  Team Lead & Self Contributor,best bank for employee bonding.Supportive colleagues across the verticals. During the journey I met many superiors who are down to earth and supportive in all ways. In Yes Bank head for Loan Against Securities (AP & TELANGANA).Was responsible for 4 Clusters LAS .Handled a book of 50 Cr plus. 4 LAS SMs used to report.Being an ASM used to visit yes bank branches & DSAs. We used to do cross sell of insurance,casa & mf

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  Purnartha SEBI Registered Equity Investment Advisor & Portfolio Manager

  Jul 2021 - Aug 2022

  Cluster Head

  Team Lead & Self Contributor,best process driven platform. Believe in basics & inputs.Used to provide portfolio management services (PMS),AIF & Equity Advisory Services.Managed a cluster of 8 wealth managers.We used to do business from open market & existing book.Was responsible for profitability of the cluster.

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  IIFL (India Infoline Group)

  Sept 2022 - now

  AVP-TEAM LEAD- PCG

  Team Lead & Self Contributor, provide 360° wealth solutions to clients from a single platform. Expertise in handling PMS, AIF,STRUCTURED PRODUCTS, GLOBAL INVESTMENTS, EQUITY (LISTED & UNLISTED), IPO,DERIVATIVES, CORPORATE FIXED DEPOSITS, NCDs, MUTUAL FUNDS,SMALL CASES, WEALTH ADVISORY,LIFE INSURANCE, HEALTH INSURANCE, GENERAL INSURANCE & ASSETS (PL,BL,LAS,LAP,HL). I provide investment advisory services to pvt/public ltd companies.