Ramkumar Ramanathan
Wealth Management Advisor at CHOLAMANDALAM SECURITIES LTD
- Role
- Wealth Management Advisor at Cholamandalam Securities Limited
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Ramkumar Ramanathan
Not stop with one goal. Set goal to reach the second one that accelerates another. I…
Experience
Wealth Management Advisor
Cholamandalam Securities Limited
May 2018 — Present · Bengaluru, IN
Key responsibilities handled: Handle HNI customer base by providing financial planning, advising on their investments and managing their portfolios by tracking on daily basis. Acquire new clients in the targeted HNI segment. Managing client relationship and building AUM size from HNI clients. Generating cross-sell revenue by selling insurance products and NEP products. Conduct seminars, workshops etc in corporate arenas. Co-ordinate with research team for taking any investment decision for the clients. Achieve monthly and quarterly branch target and maintain good hygiene parameters.
Education
Sakthi Mariamman Engineering College (SMEC)
Bachelor's Degree, Electrical, Electronics and Communications Engineering
2005 — 2009
Amrita School of Business, Bangalore
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
2011 — 2013
Velammal Hr Sec School
Schooling, Biology, General
2000 — 2005
Kola Perumal Chetty Vaishnav senior secondary school
Schooling, General Studies
1995 — 2000
Skills
- Market Research
- Microsoft Word
- Team Leadership
- Marketing
- Business Strategy
- Business Development
- Customer Service
- Business Analysis
- Advertising
- Microsoft Office
- Competitive Analysis
- Marketing Strategy
- Data Analysis
- Analysis
- Microsoft Excel
- Powerpoint
- Teamwork
- Team Management
- Research
- Training
- New Business Development
- Management
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