Karthik Velu Email and Phone Number
Experienced in investment strategies, financial planning, and portfolio management, I am dedicated to helping clients navigate the dynamic world of finance. With a deep understanding of the investment landscape, I specialize in mutual funds, equity market trends, and share market analysis.I am here to provide guidance, build robust portfolios, and help you achieve your financial objectives.
Sharekhan
View- Website:
- sharekhan.com
- Employees:
- 5890
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Investment SpecialistSharekhan Apr 2022 - PresentChennai, Tamil Nadu, IndiaAccomplished investment professional with expertise in strategic advice, research, and portfolio management. Proven track record in driving revenue growth, building client relationships, and leading high-performing teams. Seeking senior role to contribute to the success of a prestigious financial institution.
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Senior Relationship ManagerKotak Mahindra Bank Dec 2020 - Mar 2022Chennai, Tamil Nadu, IndiaExperienced Senior Relationship Manager adept at handling high net worth customers. Proven track record of providing tailored investment solutions. Skilled in building strong relationships and exceeding client expectations. Specialized in managing current and savings accounts, bringing new assets to the bank. -
Assistant ManagerYes Bank Jul 2019 - Dec 2020Chennai, Tamil Nadu, IndiaExperienced Assistant Manager at Yes Bank, adept at driving operational efficiency, ensuring compliance, and delivering exceptional customer service. Expertise in managing banking operations, transactions, and providing guidance on diverse financial products. Committed to excellence and contributing to organizational success. -
Relationship ManagerReliance Securities (Reliance Money) Limited Sep 2018 - Jul 2019Chennai, Tamil Nadu, IndiaAs a Relationship Manager at Reliance Securities, I fostered strong client relationships, provided financial solutions, and achieved sales targets. Delivered personalized advice, maintained compliance, and collaborated with internal teams. Thrived in a fast-paced environment, ensuring client satisfaction and driving business growth. -
Business Development ManagerHdfc Life Apr 2017 - Sep 2018Chennai, Tamil Nadu, IndiaAs a Business Development Manager at HDFC Life, I led strategic initiatives, identified new business opportunities, nurtured client relationships, and achieved revenue targets. Proven track record in driving growth, creating impactful partnerships, and delivering exceptional results in the insurance industry.
Karthik Velu Education Details
Frequently Asked Questions about Karthik Velu
What company does Karthik Velu work for?
Karthik Velu works for Sharekhan
What is Karthik Velu's role at the current company?
Karthik Velu's current role is Senior Investment Specialist | Financial Planner | Portfolio Manager.
What schools did Karthik Velu attend?
Karthik Velu attended Manipal Institute Of Technology, Apollo Arts And Science College.
Who are Karthik Velu's colleagues?
Karthik Velu's colleagues are Ashfaq Ahamed, Nafees Equebal, Gaurav Mathur, Mukesh Panchal, Pavan Kumar, Saurabh Bhattacharyya, Nilesh Khaire.
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