reddi simhachalam naidu
Wealth Manager at Way2Wealth Brokers Pvt. Ltd.- Claim this Profile
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English Full professional proficiency
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Hindi Professional working proficiency
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Telugu Full professional proficiency
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Bio
Experience
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Way2Wealth Brokers Pvt. Ltd.
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India
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Financial Services
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400 - 500 Employee
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Wealth Manager
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Apr 2016 - Present
pms mutual funds and other wealth products handling pms mutual funds and other wealth products handling
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Trustline Securities Limited
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Capital Markets
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200 - 300 Employee
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Area Manager
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Feb 2014 - Present
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Area Manager
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Feb 2014 - Present
Taking care of Business Opertions in Stok Broking Equity,Commodity and Currency , Mutual Funds and Insurance . Business Partners Recruitments, Remisers and New Franchisee Opening.
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Aditya Birla Money Ltd.
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India
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Capital Markets
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200 - 300 Employee
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Branch Manager
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May 2010 - Jan 2014
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
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Geojit BNP Paribas
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India
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Financial Services
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1 - 100 Employee
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Branch Manager
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May 2009 - May 2010
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. 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.
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Branch Manager
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Jan 2003 - Apr 2009
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
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Education
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1997 - 1999
Andhra University
MBA Finance, First -
1997 - 1999
Andhra University
Master of Business Administration (MBA), Finance and Financial Management Services -
1993 - 1996
Mrs. A V N College Visakhapatnam.
Bachelor of Commerce (B.Com.), Business/Commerce, General -
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NISM - NATIONAL INSTITUTE OF SECURITIES MARKET.
Capital Markets Dealers Module, NSDL Depository Operations Module, Mutual Fund Distributor , IRDAI, First
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