Experience

Zvest Financial Services
• India
• Financial Services
• 1 - 100 Employee
• Managing Partner

  • Nov 2016 - Present


ICICI Bank Wealth Management

• Regional Investment Specialist

  • Apr 2016 - Nov 2016

• Investment Specialist

  • Apr 2011 - Mar 2016

  Increased Debt and Equity AUM from 100cr to 400cr in five years by ensuring prudent asset allocation and exceptional client servicing leading to a repeat business of 40% and client activation of 20%. Contributed to 20% of Bangalore region’s mutual fund throughput and achieved targets by 130% for 2014-15Supervised team of 10 Wealth Managers. Ensured highest team productivity in the zone; 5 team members promoted in 2014-15 Recognized for throughput and fee achievement at various forums like Rise to Glory 1&2, Exceptionals etc at National level Launched and Edited in-house magazine “Wealth Connect”; addressing issues of simplifying complex financial concepts



Fiables

• India
• Consumer Services

• Business Partner

  • May 2010 - Mar 2011

  Identified gap in banking requirements of small and medium enterprises; formulated financial outsourcing model and established a niche practice; achieved profitability from 2nd month itself with 15 clients on contract Developed a rural financial outsourcing plan; finalist in prestigious Economic Times Power of India Business Plan 2010 Identified gap in banking requirements of small and medium enterprises; formulated financial outsourcing model and established a niche practice; achieved profitability from 2nd month itself with 15 clients on contract Developed a rural financial outsourcing plan; finalist in prestigious Economic Times Power of India Business Plan 2010



Citibank

• Banking
• 700 & Above Employee

• Head, Wealth Management, Citibank Hyderabad

  • Jan 2008 - Apr 2010

  Built 150cr AUM in Equity for High Net Worth accounts; Handled 6 Relationship Managers and 15 Counsellors Managed high beta portfolio & delivered a return of 14% in turbulent 2008-09 period. Generated bottom-line of INR3cr per annum Nominated “Citi Champion” for end-to-end execution of Citibank’s four new social initiatives in Hyderabad Built 150cr AUM in Equity for High Net Worth accounts; Handled 6 Relationship Managers and 15 Counsellors Managed high beta portfolio & delivered a return of 14% in turbulent 2008-09 period. Generated bottom-line of INR3cr per annum Nominated “Citi Champion” for end-to-end execution of Citibank’s four new social initiatives in Hyderabad



Olam International Limited

• United Kingdom
• Retail Office Equipment
• 1 - 100 Employee

• Business Manager

  • Jan 2007 - Aug 2007

  Spearheaded business development for Milk Powder in Algeria First Olam representative to start operations from scratch Executed entire project from marketing research, branding, pricing to distribution in a market size of 25,000 MT Pioneered business in East and West Algeria by appointing & directing 5 distributors. Achieved a volume of 300 MT Spearheaded business development for Milk Powder in Algeria First Olam representative to start operations from scratch Executed entire project from marketing research, branding, pricing to distribution in a market size of 25,000 MT Pioneered business in East and West Algeria by appointing & directing 5 distributors. Achieved a volume of 300 MT



Maruti Udyog Limited

• India
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Territory Sales Manager

  • May 2004 - Jan 2007

  Responsible for passenger cars sales for the Chandigarh and Jalandhar area; market size of 28,000 cars, equivalent to 5% of India’s car sales Successfully implemented online dealer’s management system for 45 Maruti car dealers of North India Used efficient forecasting, inventory management, marketing tools; improved market share by 6% to 55% from 2004-07 Responsible for passenger cars sales for the Chandigarh and Jalandhar area; market size of 28,000 cars, equivalent to 5% of India’s car sales Successfully implemented online dealer’s management system for 45 Maruti car dealers of North India Used efficient forecasting, inventory management, marketing tools; improved market share by 6% to 55% from 2004-07