Sri Venkatesh M
at HDFC Bank Wealth
- Role
- Investment Analyst at HDFC Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sri Venkatesh M
With over 20years of rich & extensive experience in Sales & Marketing, Business Development, Channel Management, Wealth Management & Team Management with well-known Financial institutions.Specialties: Expertise in managing network operations with the objective of generating revenues through sales and marketing of financial products and services. Comprehensive experience in cementing healthy relationship with the clients for generating business, ascertaining requirements and delivering appropriate product solutions.
Experience
Investment Analyst
Apr 2024 — Present · Mumbai, IN
HDFC Bank Investment Analyst Wealth (Private Banking)
Education
MIT School Of Management
MBA, Management
2001 — 2003
Holy Cross School Raipur
Higher Secondary, Science
1991 — 1997
Pt. Ravishankar Shukla University, Raipur
Bachelor of Commerce - BCom, Business/Commerce, General
1997 — 2000
All Saints School, Bhopal
Primary & Secondary School
1982 — 1991
Skills
- Financial Planning
- Business Development
- Financial Services
- Wealth Management
- Strategic Financial Planning
- Investments
- Asset Management
- Retail Banking
- Portfolio Management
- Loans
- Channel Partners
- Sales
- Relationship Management
- Capital Markets
- Mis
- Financial Markets
- Investment Advisory
- Insurance
- Banking
- Mutual Funds
- Team Management
- Asset Managment
- Business Relationship Management
- Equities
- Management
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