Wealth Manager
Currentpms mutual funds and other wealth products handling
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Reddi Simhachalam Naidu is listed as Area Manager at Trustline Securities Limited at Way2Wealth Brokers Pvt. Ltd., a with 668 employees, based in Andhra Pradesh, India. AeroLeads shows a matched LinkedIn profile for Reddi Simhachalam Naidu.
Reddi Simhachalam Naidu previously worked as Wealth Manager at Way2Wealth Brokers Pvt. Ltd. and Area Manager at Trustline Securities Limited. Reddi Simhachalam Naidu holds Mba Finance, First from Andhra University.
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An MBA in Finance stream from Andhra University with nearly 14 years of comprehensive experience in Financial Services, Branch operations, Team Management and Business DevelopmentHighly Successful in driving revenue and profit gains and excellent in academics deft in developing relationships with HNI clients and Business Partners and coordinating with them for business developmentDemonstrated excellence in implementing sales policies and plans and providing direction to growth at branch level, proven ability to quickly analyses key business drivers and develop activities to grow top and bottom level
Listed skills include Trading, Equities, Portfolio Management, Capital Markets, and 6 others.
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A career timeline built from the work history available for this profile.
pms mutual funds and other wealth products handling
Visakhapatnam
Taking care of Business Opertions in Stok Broking Equity,Commodity and Currency , Mutual Funds and Insurance . Business Partners Recruitments, Remisers and New Franchisee Opening.
Visakhapatnam Gajuwaka
Taking care of Business operations in Stock Broking, Currency Derivatives, Commodities, Depositary participant, Mutual funds and Insurance.Supervising Key Areas including New Client Acquisition, Margin Collection, Team Development, Cost Management, Revenue Generation.Providing Research Calls to corporate & high net-worth customers on funds management while maintain relationship with Key Accounts.Organizing Business promotions activities like Seminars, Presentation and recommending relevant products at High group potential customers
Visakhapatnam
Taking care of Business operations in Stock Broking, Commodities, Depositary participant, Mutual funds, Insurance and other Financial products.Generating good number volumes with High Net worth Individuals.Targeting potential clients to reach on boardSetting up targets and reaching turnover on par with business goalsMonitoring & Coordinating with sales team for reaching day in day out business numbers.
Srikukalam And Vizianagaram
Taking care of Business operations in Stock Broking, Commodities, Depositary participant, Mutual funds, Insurance and other Financial products.Generating good number volumes with High Net worth IndividualsTargeting potential clients to reach on board.Setting up targets and reaching turnover on par with business goalsEnriching client support towards his financial needs as recommended by Research desk.Monitoring & Coordinating with sales team for reaching day in day out business numbers.Organizing Business promotions activities like Seminars, Presentation and recommending relevant products at High group potential customers
Other employees you can reach at way2wealth.com. View company contacts for 668 employees →
Mahesh Ruparel
Colleague at Way2Wealth Brokers Pvt. Ltd.Mumbai, Maharashtra, India
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AJ
Akshada Jadhav
Colleague at Way2Wealth Brokers Pvt. Ltd.Mumbai, Maharashtra, India
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VS
Vikas S V Vikssv67
Colleague at Way2Wealth Brokers Pvt. Ltd.Karnataka, India
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PK
Prashantha K
Colleague at Way2Wealth Brokers Pvt. Ltd.Shivamogga, Karnataka, India
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VK
Vinesh Krishna
Colleague at Way2Wealth Brokers Pvt. Ltd.Coimbatore, Tamil Nadu, India
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VV
Vgayathri Velu
Colleague at Way2Wealth Brokers Pvt. Ltd.Chengalpattu, Tamil Nadu, India
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HG
Himanshu Gandhi
Colleague at Way2Wealth Brokers Pvt. Ltd.Delhi, India
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SD
Shweta Dhamankar
Colleague at Way2Wealth Brokers Pvt. Ltd.Mumbai, Maharashtra, India
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OJ
Om Ji
Colleague at Way2Wealth Brokers Pvt. Ltd.Chengalpattu, Tamil Nadu, India
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VK
Venkatesan Kathiresan
Colleague at Way2Wealth Brokers Pvt. Ltd.Madurai, Tamil Nadu, India
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NCFM Certified - Capital Market Dealers Module validity up to 23/07/2015. NCFM Certified - NSDL - Depository Operations Module validity up.
Quick answers generated from the profile data available on this page.
Reddi Simhachalam Naidu works for Way2Wealth Brokers Pvt. Ltd..
Reddi Simhachalam Naidu is listed as Area Manager at Trustline Securities Limited at Way2Wealth Brokers Pvt. Ltd..
Reddi Simhachalam Naidu is based in Andhra Pradesh, India while working with Way2Wealth Brokers Pvt. Ltd..
Reddi Simhachalam Naidu has worked for Way2Wealth Brokers Pvt. Ltd., Trustline Securities Limited, Aditya Birla Money Ltd., Geojit Bnp Paribas, and Karvy Stock Broking Ltd.
Reddi Simhachalam Naidu's colleagues at Way2Wealth Brokers Pvt. Ltd. include Mahesh Ruparel, Akshada Jadhav, Vikas S V Vikssv67, Prashantha K, and Vinesh Krishna.
You can use AeroLeads to view verified contact signals for Reddi Simhachalam Naidu at Way2Wealth Brokers Pvt. Ltd., including work email, phone, and LinkedIn data when available.
Reddi Simhachalam Naidu holds Mba Finance, First from Andhra University.
Reddi Simhachalam Naidu is listed with skills including Trading, Equities, Portfolio Management, Capital Markets, Derivatives, Investment Banking, Financial Analysis, and Banking.
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