Umakanth Chikkodimath Email and Phone Number
Umakanth Chikkodimath work email
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Umakanth Chikkodimath personal email
As a Vice President Client Relations at Merisis Wealth, I leverage my 18 years of experience in sales and distribution of financial products to provide tailored solutions and exceptional service to high-net-worth individuals and families. I have a strong track record of building and maintaining long-term relationships with clients, partners, and stakeholders across the financial sector.My core competencies include wealth management, relationship management, channel management, and sales processes. I have a MBA in Marketing from the Indian Institute for Technology and Management, and a passion for social impact. I also have extensive experience as a consultant for Swiss Emmaus Leprosy Relief Work India, where I helped the organization raise funds, increase awareness, and improve operations. I am driven by the mission of creating value for my clients and my community, and I am always eager to learn and grow in my field of expertise.
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Vice President Client RelationsMerisis Wealth Sep 2023 - PresentBengaluru, Karnataka, India
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ConsultantSwiss Emmaus Leprosy Relief Work India Mar 2020 - Aug 2023Bengaluru, Karnataka, India -
Principal OfficerElders Wealth Oct 2019 - Jan 2023Bangaon Area, India
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AvpIndusind Bank Feb 2018 - Apr 2019Bangalore -
Sr Area ManagerStar Health And Allied Insurance Co. Ltd Jul 2016 - Jan 2018Lucknow, Uttar Pradesh, IndiaManaging East UP and Bancaassurance channel for the region. -
Regional HeadSmc Investments And Advisors Jan 2015 - Jun 2016BangaloreManaging a Profit Center with a AUM of 250 Cr through a team of Wealth Advisors and Client Servicing Managers.
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Cluster HeadIcici Bank Aug 2013 - Dec 2014BangaloreManaging Retail Branches in Rural and Inclusive Banking Group.Based out of Chikmagalur.Revenue Generation from Assets and Liabilities.
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Regional HeadReliance Securities Jun 2011 - Jul 2013BangaloreManaging the Regions Offline and Online broking,Sales and Distribution of Financial Products.Talent Management, Monitoring Branch P&L. Revenue generation through Insurance and other wealth products. -
Cluster HeadIcici Securities Apr 2008 - Apr 2011Key ResponsibilitiesSuccessfully handling 7 branches across Karnataka region with 7 branch managers & 52 relationship managers, driving sales initiatives for investment products across the region. Identifying streams for generating revenues & developing marketing plans to build consumer preferenceResponsible for New business acquisition & retention of existing accounts across branches in addition to the branch profitability and growth across Karnataka as the prime focus. Performed a vital role in achieving 130% growth for the branch / branches in the last Financial year.Initiated, conceptualized and capitalized on retaining high performance individuals by rolling out performance based incentive payout system.Streamlined the process for performance measure of Branch Manager & Relationship Manager. -
Branch ManagerIcici Securities May 2007 - Mar 2008Responsible for Branch P&L, distribution of retail product through direct team.
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Manager RecoveriesStandard Chartered Bank Apr 2004 - May 2007Responsible for Agency Piece for Credit Card Recoveries. -
Territory ManagerCitifinancial May 2002 - May 2004Responsible for heading the channel portfolio of 35 executives & 3 supervisors through 5 outsourced agencies for Rs 50.cr business.Managing the noncore portfolio of 7 Cr. Notable AchievementsInstrumental in collections recovery of Rs 18 L's through streamlining the collections processes.; Key ResponsibilitiesHeading a team of 26 sales executives & was responsible for the sales of consumer durable finance. Maintaining cordial relations with existing dealers & new dealers for leads.
Umakanth Chikkodimath Skills
Umakanth Chikkodimath Education Details
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Indian Institute For Technology And ManagementMarketing -
Seth Anandram Jaipuria SchoolPhysics,Maths,Chemistry
Frequently Asked Questions about Umakanth Chikkodimath
What company does Umakanth Chikkodimath work for?
Umakanth Chikkodimath works for Merisis Wealth
What is Umakanth Chikkodimath's role at the current company?
Umakanth Chikkodimath's current role is Vice President Client Relations @ Merisis Wealth | MBA Marketing.
What is Umakanth Chikkodimath's email address?
Umakanth Chikkodimath's email address is um****@****ail.com
What schools did Umakanth Chikkodimath attend?
Umakanth Chikkodimath attended Indian Institute For Technology And Management, Seth Anandram Jaipuria School.
What are some of Umakanth Chikkodimath's interests?
Umakanth Chikkodimath has interest in Social Services, Children, Disaster And Humanitarian Relief, Human Rights, Animal Welfare.
What skills is Umakanth Chikkodimath known for?
Umakanth Chikkodimath has skills like Leadership, Banking, Technology, Bonds, Sales, Channel Partners, Portfolio Management, Cross Selling, Sales Operations, Relationship Management, Team Management, Finance.
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