Setting up and Establishing Business Operation in South.

Spearheaded Business Development, Marketing and Operations entailing Fixed Income, Mutual Funds, Corporate Debt (Origination and Placements), Capital Markets, Investment Management/Investment Advisory, Insurance, Client Relationship and Team Management.Advised Corporates, Institutions and Retirement Funds. Managed key Accounts.

Instrumental in establishing the operations in the Region.Spearheaded business development and Client Relationship Management in the Region.Lead the overall region's operations entailing Fixed Income securities, Corporate Debt, Mutual Funds, Equity and Insurance.Advised Corporates and Institutions for their Assets and Liabilities needs.

Successfully initiated Fixed Income Operations and established the company as one of the Broking/Advisory house to reckon with in Southern region, with emphasis on Retirement Funds. Providing services to Institutions, Corporates, Banks, NBFCs, Pension and Provident Fund Trusts, etc. Established strong clientele relationships with over 25% market share.

Instrumental in developing network across southern region and had good rapport with Bankers, NBFCs, Provident/Pension Funds and clients. Involved in record keeping of Rs.600 million fixed income portfolio with proprietary and margin trading of G-Secs and bonds (over Rs.300 million). Distinction of evolving in-house Back-office Support System to provide on line YTM (Yield-To-Maturity) for a given security (price) and vis-à-vis and to keep track of the client position, inventory, delivery status and cash management system in MS-excel.