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Karthikkumar Naicker
Wealth Manager
Mumbai
Summary
Dynamic Relationship Management professional with a proven track record and comprehensive experience in managing high-value client relationships. Also, adept in portfolio management, excelled in generating significant returns and scaling client portfolios. Seeking to leverage transferrable skills in new field for impactful business outcomes.
Overview
7
7
years of professional experience
3
3
Certifications
4
4
Languages
Work History
Senior Relationship Manager
SBI Securities Ltd
02.2023 - 12.2024
- Managed a varied portfolio of affluent clients, delivering personalized service and strategic solutions at NRI desk comprising of investors and traders.
- Successfully generated returns for client's equity portfolios and helped them grow and scale portfolio size.
- Optimized client portfolios by analyzing individual situations and establishing customized financial strategies with the help of internal research team.
- Provided timely updates on significant market events or economic news that could impact clients'' portfolios or financial strategies.
- Got qualified for international contest by selling insurance-based investments.
Senior Relationship Manager
ICICI Securities
12.2020 - 09.2022
- Partnered with internal teams to provide exceptional wealth management solutions with product offerings ranging from equity, mutual funds, bonds, PMS, all types of insurances and loans.
- Conducted meetings with clients to nurture and expand partnerships and opportunities.
- Delivered tailored financial solutions by meticulously analyzing client objectives, current situations, and risk profiles.
- Kept informed on industry trends, regulations, and competitor offerings for client advice.
- Advising investors on various investments opportunities available in the market and help them generate a higher ROI.
- Successfully self sourced clients to achieve revenue and build client base for all products.
Assistant Manager
Kotak Securities
06.2018 - 09.2019
- Acquisition of NRI & HNI clients with the help of partner bank.
- Drove sales initiatives by partnering with branches to effectively serve and introduce new business through client acquisitions.
- Managing relationships with channel partners to grow client base.
- Assisted in setting up accounts of foreign nationals to sell their ESOPs in Indian equity market.
- Handling client's service requests and following up with concerned team for delivering effective service.
Education
Bachelor of Management Studies - Marketing And Management
SIES College of Arts, Science And Commerce
Mumbai, India 04.2001 -
Skills
Sales management
Portfolio management
Client relationship management
Teamwork and collaboration
Business relationship management
Business development expertise
Customer service
Professionalism
Certification
NISM VIII : Equity Derivatives
Interests
Books
Timeline
Certificate exam of Corporate (Provided by Insurance Institute of India) Agents
08-2024
NISM VIII : Equity Derivatives
12-2023
NISM VII : Security Operations & Risk Management
04-2023
Senior Relationship Manager
SBI Securities Ltd
02.2023 - 12.2024
Senior Relationship Manager
ICICI Securities
12.2020 - 09.2022
Assistant Manager
Kotak Securities
06.2018 - 09.2019
Bachelor of Management Studies - Marketing And Management
SIES College of Arts, Science And Commerce
04.2001 -
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