Srikanth P Email & Phone Number

Hyderabad, Telangana, India

Relationship Management: • Build and maintain strong relationships with high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs), understanding their financial goals and objectives to offer tailored wealth management solutions.Personalized Advice: • Provide customized financial advice aligned with clients' needs and risk tolerance, offering solutions such as Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Structured product, mutual funds, insurance, and equity products.Portfolio Oversight: • Conduct regular portfolio reviews to ensure alignment with clients' financial objectives, adjusting strategies as necessary.Client Education: • Educate clients on the features, benefits, and risks of various wealth management products to help them make informed decisions.Investment Strategy: • Recommend appropriate investment strategies based on clients' preferences and risk profiles.Business Development: • Identify new business opportunities and generate leads through networking and referrals, driving business growth through cross-selling wealth management products.Revenue and Growth: • Consistently achieve revenue targets, contributing to the growth of the Nuvama wealth management business.Risk Management: • Conduct thorough due diligence on investment products and providers to mitigate risks, ensuring compliance with regulatory standards.Record Keeping: • Maintain accurate records of client interactions and transactions in line with compliance standards.Continuous Professional Development & Certifications:• Actively participate in training and certification programs conducted by in-house teams and reputed financial institutions such as IRDAI, NISM, PMS and AMFI to stay current with the latest financial regulations, market trends, and industry best practices.

Hyderabad, Telangana, India

Smooth Operation of Projects:• Oversee projects, addressing industrial relations (IR) issues promptly and ensuring strict safety protocols to achieve zero accidents.Liaison with Government and Local Bodies:• Establish and maintain effective relationships with media regulatory authorities, industry bodies, and government authorities at all levels.• Handle compliance activities, including attending and closing inspections and notices.Registration/Renewal/Closure:• Manage the process of establishment certificate registration, renewal, and closure, ensuring timely preparation and submission of required notices and returns.Recruitment Support:• Assist in the recruitment process, ensuring alignment with project timelines and organizational needs.Statistics and Budgeting:• Prepare and analyze monthly statistics to plan annual budget requirements, focusing on HRM, HRD, and Compensation Management.Vendor/Facility Management:• Manage building maintenance, reduce operating costs through strategic procurement, and ensure a secure environment with security measures.• Address customer satisfaction issues promptly and manage key customer relationships effectively.Administration:• Oversee all aspects of 23 units and corporate office administration, ensuring efficient operations.• Supervise facilities management, including procurement of materials and services.• Develop and implement security, access control, and workplace safety policies.• Supervise administrative staff and oversee inventory management.• Ensure welfare facilities comply with regulations and company philosophy.

Hyderabad, Telangana, India

• Executed profitable and productive business relationships and constructed an extensive client base with peculiarity of accomplishing multi-fold revenue increase• Developed annual sales plan, forecasts for each product and territory (based on historical data, market trends, competitive activity, promotional strategy and sales effort), realistic costs of operating the sales force and sales promotion plans and so on• Administered operations of 8 depots with capacity of delivering 50000 units in 2 hours• Safeguarded cost-effective logistic operations and seamless materials movement to ascertain sufficient inventory levels at each sales outlet/ distribution channel• Designed, evaluated and executed Below The Line (BTL) activities in innovative manner• Made monthly business forecasts and Stock Keeping Unit (SKU) level inventory planning for imports• Managed a team size of 29 territory distributors and 35 (number) salesman to deliver primary and secondary sales target

Hyderabad, Telangana, India

• Spearheaded relationships with existing Priority Banking Customers and also acquired New to Bank (NTB) customers after analyzing their potential• Implemented cross-selling of various products like Family Account, Fixed Deposit, Kids Account, Foreign Exchange Services and Insurance to various customers• Sold third party products like Mutual Funds, Insurance and RBI bonds to customers• Ensured quality customer service by resolving customer queries within the stipulated TAT• Conducted various marketing activities like direct-mailer, flyer distribution, tele-calling and so on

Hyderabad, Telangana, India

• Spearheaded relationships with existing Priority Banking Customers and also acquired New to Bank (NTB) customers after analyzing their potential• Implemented cross-selling of various products like Family Account, Fixed Deposit, Kids Account, Foreign Exchange Services and Insurance to various customers• Sold third party products like Mutual Funds, Insurance and RBI bonds to customers• Ensured quality customer service by resolving customer queries within the stipulated TAT• Conducted various marketing activities like direct-mailer, flyer distribution, tele-calling and so on

Hyderabad, Telangana, India

• Achieving both sale and collection targets for my territory in the commercial vehiclesdivision• Serving depositors by resolving their queries and issues and serving them well tillthey are satisfied.• Cross-selling general insurance products like motor and non-motor insurance.• Collating MIS reports pertaining to sales, collections and portfolio behaviour.• Evaluating, processing and disbursing a customer loan by doing field inspection,3 rd party verification, asset valuation and hypothecation.• Responsible for taking the file through various processes from the time of loggingin to the time of disbursement (on the system as well).• Appointing, maintaining and serving well a set of dealer networks to enhance thebusiness from time to time.• Explaining and convincing the customers about fleet cards and smart cards.

Master Of Business Administration (Mba), Marketing/Human Resource, 5.9 Cgpa

Bachelor Of Arts (B.A.) M.E.S, Mathematics,Economics,Statistics