Nanda Kumar

Experience

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  Geojit Securities Limited

  May 2001 - Jul 2003

  Assistant Manager

  Executive Trainee / Assistant ManagerChennai, Erode and Coimbatore

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  Kotak Securities

  Aug 2003 - Feb 2016

  As Dy. Vice President/ Head – Centralized Dealing, I defined and implemented monthly/annual goals, short/long term budgets and operational plans to accomplish business objectives. I proactively set up strategies to maintain seamless operations across alternate channels – banking channel, equity advisory of trinity clients, online, web clients and offline branch clients and direct channel to manage dealers of retail and private client group.Select accomplishments of this role include:• Assessed individual and team performance of Equity Dealers team of 22 Members and finalized respective targets based on time and cost parameters• Evaluated market trends, competition strategies to reengineer business objectives leading to enhanced market penetration• Guided team members in acquiring high net worth individual clients and accomplished revenue targets from HNI and other client base• Updated customers on latest stock market position, prevailing market conditions to recommend products to enhance ROI on client investments based on changes in financial status of clientsHead - Centralized Dealing – Chennai, 2012 –2015AVP / Head – Centralized Dealing, Coimbatore2008–2012Cluster Manager, Trichy and Tanjore, 2007–2008As Cluster Manager, I led an equity dealers team of 12 members involved in generating sale from stock broking, acquiring and servicing HNI clients. I successfully developed rapport with existing clients and prospects and effectively closed identified business deals. In addition, I rendered customized solutions and enhanced client satisfaction Show less Branch Manager Trichy, 2006–2007As Branch Manager, I guided a team of Equity Advisors and Sales Executives in generating incremental business and revenue for the organization by rendering superior quality service to equity clients. I organized promotional activities to generate market awareness for the target customer base and enhanced market penetration. I conducted training sessions on products and client interactions for fresh relationship managers for consistently accomplishing team targets. In addition, I responsibly managed day to day administrative aspects of the branch, resolved customer issues and prepared various reports to enable senior management decision making. Senior Dealer - Acquisition and Dealing, Trichy2005–2006Senior Dealer - Acquisition and Dealing, Madurai2003–2005As Senior Dealer – Acquisition and Dealing, I generated and maintained new accounts, executed trading on and collected certificates for the customers. I updated customers timely on stock quotes and prevailing market conditions and resolved client queries to ensure high ROI on client investments.In addition, I responsibly managed technicalities related to pending Automated Customer Account Transfer Service based on statutory requirements. I successfully recreated and built a desk at Chennai in 2012 for Retail and HNI leading to proportionate increase in revenue and client base for the division. Show less

  • Dy. Vice President / Head - Centralized Dealing, Chennai

    Jan 2007 - Feb 2016

  • Branch Manager

    Aug 2003 - Jan 2007
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  JM Financial

  Feb 2016 - Jul 2017

  Vice President - Area Head

  As Vice President, I lead a team of Equity Advisors and Sales Managers and generated business for Equity, PMS, ESOP, LAS, Funding, and Financial Products. I developed a pipeline for sales opportunities based on collated and evaluated requirements from client interactions and highlighted organizational capabilities and services to prospects. I prepared and ensured compliance to sales forecasts and budgets, revenue generation and target deadlines to accomplish business and revenue targets. In addition, I successfully managed day to day administrative aspects of the department and optimized resource utilization leading to enhanced operational efficiency and departmental profitability.Select accomplishments of this role include:• Successfully penetrated competitor accounts and secured HNI clients with AUM• Generated broking revenue of INR 18 Lakhs and ESOP funding for INR 2.5 Crores despite short tenure with the organization Show less

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  Motilal Oswal Financial Services Ltd

  Aug 2017 - Aug 2018

  Vice President - Group Leader-PCG Advisory-Equities

  During my tenure, I built and analyzed financial models, conducted valuation analysis and due diligence and prepared investment recommendation with potential high yield for clients. In addition, rendered analytical support, research and industry analysis for evaluated business models and industry pipeline opportunities. Select accomplishments of this role include:• Interacted with existing clients and prospects, collated and evaluated requirements, provided customized solutions and enhanced ROI• Groomed and mentored team members in enhancing business and revenue by cross selling wealth products across the target market segment• Updated knowledge on competition and other market trends; reengineered business strategies and enhanced market penetration Key Projects Executed:• Generated sale of wealth products (INR 12 Crores), PMS (INR 1.5 Crores), Alternative Investment Funds (INR 3 Crores), PE Fund (INR 5 Crores) and Real Estate Fund (INR 2.5 Crores) and revenue of INR 24 Lakhs during tenure with the organization Show less