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SAIKRISHNA PINNAMANENI CFP®

SAIKRISHNA PINNAMANENI CFP®

Manager (KEY ACCOUNTS)-CORPORATE SALES

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location of SAIKRISHNA PINNAMANENI CFP®Hyderabad, Telangana, India

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  • Timeline

  • About me

    ONO-"Open to New Opportunities" Regional Head Sales ICICI Bank -Wealth & Trade

  • Education

    • FPSB

      2013 - 2014
      CERTIFIEDFINANCIALPLANNER(CM) Personal Financial Planning and Services

      Activities and Societies: NETWORKING WITH LIKEMINDED PROFESSIONALS TO PURSUE THE COMMON GOAL.

    • INTERNATIONAL INSTITUTE FOR INSURANCE AND FINANCE

      2004 - 2006
      PGDIRM INSURANCE AND RISK MANAGEMENT

      Activities and Societies: REGULAR ASSIGNMENTS AND INTENSIVE CLASSROOM TRAINING PAVED THE WAY FOR DOMAIN EXPERTISE IN THE FUTURE YEARS.AND THE NATURAL O.U.CAMPUS WITH NATURAL SURROUNDINGS WAS APT FOR KNOWLEDGE GATHERING AND LEARNING. I WAS AWARDED THE PGDIRM CERTIFICATE IN FEB2006, IT WAS A TURNING POINT IN MY LIFE AND IT SERVED AS AN IMPORTANT QUALIFICATION FOR MAKING A FORAY INTO THE INDIAN FINANCIAL SERVICES INDUSTRY.

    • CHANAKYA JUNIOR COLLEGE

      1998 - 2000
      INTERMEDIATE Civics, Commerce, economics,sanskrit

      Activities and Societies: SPORTS, SWIMMING, CYCLING, BIKE RACES ETC.

    • Osmania University

      2000 - 2003
      B.Com, Bachelor of Commerce

      Activities and Societies: MUSIC, SPORTS, CULTURAL ACTIVITIES,ETC

  • Experience

    • SMART CONNECT-CHANNEL PARTNER, IDEA CELLULAR LTD.

      Jan 2004 - Jun 2004
      Manager (KEY ACCOUNTS)-CORPORATE SALES

      MARKETING & SALES

    • PNB MetLife India Insurance Co. Ltd

      May 2006 - Feb 2007
      CHANNEL SALES OFFICER

      SALES AND BUSINESS DEVELOPMENT

    • SK CONSULTANCY

      Mar 2007 - Jul 2008
      Financial Advisor

      DEVELOPED AND IMPLEMENTED DIFFERENT MARKETING STRATEGIES FOR BRAND CREATION AND BUSINESS DEVELOPMENT WITH THE CUSTOMER CENTRIC SLOGAN "WE REPRESENT THE CUSTOMER"

    • NEXUS9

      Oct 2008 - Nov 2014
      Head Of Sales Marketing

      FINANCIAL PLANNING, BUSINESS DEVELOPMENT, MARKETING STRATEGIES, SALES,ETC

    • ArthaYantra

      Dec 2014 - Jun 2018
      Senior Investment Analyst

    • Guardian Capital Investment Advisors Pvt. Ltd.

      Jul 2018 - Feb 2020
      AVP-Financial Planning Division

    • Self Employed

      Feb 2020 - Dec 2020
      Consultant

      providing online financial planning classes and sessions for clients.

    • ICICI Bank

      Jan 2021 - now

      Wealth manager providing financial solutions to HNI/UNHNI families/firms.

      • Branch Manager

        Feb 2022 - now

      • Regional Sales Head

        Apr 2024 - Jan 2025

      • Relationship Manager -ICICI BANK Wealth Management

        Jan 2021 - Jan 2025

  • Licenses & Certifications

    • Western classical -Violin

      Trinity College of music, london(banjarahills centre)
      Jan 2006

    • CERTIFIED FINANCIAL PLANNER(CM)

      FPSB US
      Dec 2020
      View certificate certificate

    • Certified Financial Planner (CFP)

      FPSB India
      Sept 2014
      View certificate certificate

    • CFP Certification - Global Excellence in Financial Planning

      FPSB India
      Oct 2014
      View certificate certificate

    • Certification in Fintech

      SwitchToTech
      Oct 2025
      View certificate certificate

  • Volunteer Experience

    • HEADED YOUTH AFFAIRS WING

      Issued by APUNA( ANDHRA PRADESH UNITED NATIONS ASSOCIATION) A UNITED NATIONS AFFILIATED NGO
      APUNA( ANDHRA PRADESH UNITED NATIONS ASSOCIATION) A UNITED NATIONS AFFILIATED NGOAssociated with SAIKRISHNA PINNAMANENI CFP®