Experience

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  Hdfc securities, hyderabad

  Feb 2008 - May 2008

  Equity advisor

  IS MUTUAL FUND IS BETTER INVESTMENT PLAN THAN EQUITY

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  Hdfc securities

  Mar 2010 - Sept 2011

  Relationship manager

  Interacting with clients, developing and maintaining client relationships to understand their requirements thereby suggesting the appropriate investment aspect.Good hands on experience on Ms- ExcelNOTABLE ATTAINMENTS Over achieving the targets.Effectively handled Client Queries.Was successful handling the process. Key Projects ExecutedRESEARCH PROJECTS EXECUTEDTitle : Business Strategy Analysis and Equity Valuation (BSEV)Client : CYGNUS Business Consulting & Research, HyderabadCompany : Ambuja cement.Industry : cementDuration : 21 days (3rd to 25th Nov 2008)Economy Industry Company Analysis of Cement sector.Carried out research on Cement sector past 5 year performance by gathering secondary data. Understood fundamental functioning of Cement sector and its role in shaping the economy. The impact of Various macro economic factor on a company's performance in the Cement sector.Specifically carried out research on Ambuja cement fundamental business functioning by understanding the business model and past 3 years financial performance. Analysed Ambuja cement performance on the basis of DCF valuation, Ratio Analysis, Financial Statement Analysis, Business Analysis and operational performance analysis.Prepared Excel reports and charts on DCF valuation and Ratio Analysis Show less

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  Hsbc invest direct

  Sept 2011 - Jul 2012

  Financial advisor

  SNAPSHOTMS (Finance) from ICFAI School of Financial Studies (ISFS), Hyderabad with experience of 18 months in HDFC SECURITIES of generating brokerage from the HNI clients and managing their portfolios.Well versed with financial management, Financial Statement Analysis, Equity analysis and Portfolio management.As well as acquiring Various Categories of Clients include HNI’s, Corporate, and Retail Clients. Fundamental analysis of stocks by browsing sites like Bloomberg, Thomson Reuters and interpreting the macro economic data that released from US, Europe and other Emerging Markets. Advising and Updating Clients in making investment in Various sectors, (Precious Metals, Stocks) Show less

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  Sbicap securities

  Jul 2012 - Dec 2014

  Sr relationship manager

   Acquisitions of New clientage and generating the revenue from them. Generating the revenue from brokerage and ensure excellent customer handling and delight. Achieve goals set by management on a monthly basis while maintaining a satisfactory level of quality assurance on all calls. Have to handle the branch queried and to take care of the whole branch costing by achieving the target through broking

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  Edelweiss capital

  Dec 2014 - May 2019

  Area sales manager

  • Managing Financing book of 400 Cr+ in North India market with strong relationship at CFO/Director level in 17 Corporate. • Developing financing channel for ESOP’s, IPO’s, LAS & Wealth Management products in Northern India from New Delhi, Punjab, Uttar Pradesh & Rajasthan Locations.• Identifying and developing new markets for the Financing, Equity & Commodity Trade Services.• Experienced in handling relationships at Promoter/Director/MD/ CFO level.• Extensive clients visit to understand industries within emerging corporate/Corporate segment and assess their requirement.• Meeting Treasury professionals and Senior Management of Corporate and explaining the product offering, working, advantages and process of Hedging / Trading in capital market.• Liaising with support groups such as middle office, legal, risk to roll out product in a smooth manner.• Handling a team of 5 Sales Manager with 23 Relationship managers reporting them as part of Sales and financing team.• Responsible for achieving assigned Income and Asset targets by increasing wallet share and ensuring steady source of revenue by cross sells • Acquiring HNI and ultra HNI clients and onboard them on ESOP’s platform accounts - demat accounts and commercial relationships.• Acquisition catering to the affluent segment for wealth space by providing investment advisory services to HNIs and corporate investor, which includes designing, constructing and maintaining the investment portfolios.• Cross selling mutual funds, insurance, mortgages to existing and new clients.• Ensuring customer satisfaction by achieving delivery and service quality norms.• Attending to client’s concerns and complaints and undertaking steps to resolve them.• Taking care of Sales & Marketing operations with focus in achieving sales growth Show less

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  Indusind bank

  May 2019 - Oct 2019

  Assistant vice president
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  Axis bank

  Oct 2019 - Sept 2022

  Senior manager

  - Acquire new to bank customers by providing corporate banking solutions while maintaining high service standards.- Maintain complete customer profile including the risk profile, demographics and assets in the bank.- Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, wealth management, tax planning, portfolio services etc.- Deepen the existing relationships by providing wealth enhancement products. - Identify potential customers who can be sold tailored products to enhance product penetration.- Acquire new customers by converting referral leads.- Achieve targets as assigned by the organization on a monthly basis.- Record and track all engagement activities through the CRM system.- Coordinate with Service Team to resolve any issue raised by the client.- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank. Show less

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  Hdfc bank

  Sept 2022 - now

  Assistant vice president

  Acquire new to bank customers by providing corporate banking solutions while maintaining high service standards.- Maintain complete customer profile including the risk profile, demographics and assets in the bank.- Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, wealth management, tax planning, portfolio services etc.- Deepen the existing relationships by providing wealth enhancement products. - Identify potential customers who can be sold tailored products to enhance product penetration.- Acquire new customers by converting referral leads.- Achieve targets as assigned by the organization on a monthly basis.- Record and track all engagement activities through the CRM system.- Coordinate with Service Team to resolve any issue raised by the client. Show less