LAVANYA KUMARDEV

Al Qusais,Dubai phone: +971-********* Email:adt6ag@r.postjobfree.com Visa Status: Residence /Family Ambitious and Passionate to work in the diversified investment markets & facilitate action driven plans to support corporate growth.

Core Competencies in the following areas

• Investment Instruments • Mutual Funds • Market Knowledge & Intelligence

• Marketing & Sales

• Campaign Management

• Advisory

• Client Relationship & Service

• Handling Terminal

• Research & Reporting

PROFESSIONAL EXPERIENCE

Principal Consultant - Oneb Advisors Private Limited

• Developing and actively managing the company’s relationship with Investment partners and clients.

• Lead and manage a Business Development Manager /Para-planner.

• Advising clients on financial products and services. Investment Consultant - 29k Financial Analysis & Consultancy L.L.C, Dubai, UAE April. 2018– April.2020

• Financial Planning Analysis

• Scheduling and attending client meetings to work closely to capture evolving short term and long-term client needs which ensures client confidence in the advisor team.

• Pursuing new client relationships.

• Lead and manage a Business Development Manager /Para-planner.

• Managing Structured products, Fx, Mutual funds, ETF, Bonds, and Global markets.. Investment Executive – DGCX Sales, Century Financial Brokers, Dubai, UAE Oct. 2017– Mar.2018

• Creating new clients and potential clients with financial market updates and daily trade ideas. Updating knowledge of Global Financial, Forex, Commodities and Stocks.

• Giving training of DGCX AND CFB’s platform along with consulting /updating clients about financial markets. Internal Wholesaler-Officer Sales, DSP Blackrock Investment Managers, Mumbai, India July. 2016 – Jan.2017

• Internal Wholesaler for Top 30 “Individual Financial Advisors” in Mumbai. Emphasized service benefits & maintained relationship to drive Sales, increase Brand Recognition& Grow Business.

• Trained sales & service teams of the Distributor to push DSP funds, New Processes & Facilities.

• Coordinated in preparing Business plan, Sales strategy and provided customized support for External Wholesaler to increase AUM.

• Collected & circulated daily return analysis to all zonal sales team for understanding fund returns to prepare for client meetings.

• Made proactive telephone calls & emails to mapped IFA & Team; Answer & Convert inbound calls into additional opportunities to drive sales.

• Campaign Manager- Managed database of all the campaigns, collated targets on campaign, drafted product wise mailer and delivered to Sales team and presented the shortfall to the respective Team Leaders & RM’s.

• Organized and handled conference calls for NFO & support the service team on documentation & data management.

• Persuaded IFA’s for Fund Manager Events and Winvestor for Social responsibility events. Relationship Manager Equities, HDFC Securities, Mumbai, India Oct. 2014 - Jun. 2016

• Instrumental in Advisory Process on Equities, Futures, Option, Bonds, Mutual Fund & Fixed Income based on Research calls and guided clients on asset allocation-Buy, Sell or hold & hedging strategy.

• Actively placed orders on behalf of customers and participated in client financial planning discussions & portfolio review.

• Keep abreast of Macro & Micro Economic Indicators, Financial markets and analyzed impact on Investment Instruments.

• Achieved Annual targets on Brokerage, Mutual Funds, Insurance, Bonds, NPS and other Value Added Products/Stock recommendations, SMS.

• Generated client leads and accompanied Sales Team to close the calls through meetings.

• Joint call with HDFC Personal Bankers to reactivate dormant Trading Accounts by identifying due diligence issues and reestablished Client Relationships and Generated New Revenue source.

• Successfully Trained newly joined Dealers for all products and processes across the region.

• Prepared & Coordinated Presentation to Regional Head on Annual and Quarterly Business Review and Strategy which resulted in achieving KPI’s.

Honors, Awards And Achievements In HDFC: (Pan India)

• Certificate of Appreciation –“Mission Possible Contest” (SIP Achievement).

• Certificate of Appreciation-Double Dhamaka Campaign (ELSS Achievement).

• Achieved 180% of Insurance Targets –FY 2016.

• Star awards for Best Performance (Platinum)

May. 2020– November 2022

Broking & Business Development, Kotak Securities (Franchisee) Saptronics, Mumbai, India May. 2014 - Oct. 2014

• Worked in a team of 3 to grow this newly established Franchisee and develop Internal and External Relationships

• Built leads database of 10,000’s+ Customers and solicited Clients through emails/Bulk SMS about the Trading Accounts

• Advised clients for Long Term and Short Term Investment in Equity markets as per company's research report.

• Handled online customers and solved their queries regarding Trading Account and placed orders on behalf of clients.

• Maintained MIS and reported to Director on regular basis regarding leads and follow ups. Sharekhan-Client Relationship Executive Jun 2013- Aug 2013

• Profiled customers and suggested financial products to meet customer needs as per their risk appetite.

• Acquired new clients and ensured highest level of service to the clients.

• Activated dormant trading accounts, assisted new entrants in the equity market to understand the dynamics of market.

• Cross-Selling products like Insurance, Mutual funds, PMS, SIPs etc to the existing set of customers. PROFESSIONAL CERTIFICATIONS

• Certified NISM-Series-V-A: Mutual Fund Distributors 2016

• Certified NISM-Series-VIII: Equity Derivatives 2014

• NSE Certified Market Professional 2013

• Certified Six Sigma Green Belt Professional accredited by Lean Six Sigma Standardization Association 2012

• Certified in Maharashtra State Certificate In Information Technology (MS-CIT) 2006 ACHEIVEMENTS/HONORS IN ACADEMY

• Certified Volunteer for Cultural Management Activities

• Participated in the 4th National Conference on International Business Management

• Participated in the State Level Multi-Disciplinary Seminar on “Challenges to Women Empowerment”.

• Published “ENTREPRENEURS WITH UNIQUE VIEW,” an article on rise of entrepreneurship in India.

• Designed, Generated Content, Published and Launched ‘Manamagzina’, which is College Yearly Magazine. SKILLS & INTERESTS

• Software: Advanced MS Excel & PowerPoint, SQL (Sales)&Minitab

• Tools: MFI, Email Analytics, CRM tools

• Interests: Badminton & Chess

• Languages: English, Hindi, Marathi, Tamil & Telugu EDUCATION

Master of Business Administration-Last Semester

Specialization : Banking,Insurance & Investment

Welingkar Institute of Management, Mumbai-Distance Bachelor of Management Studies

Specialization: Economics, Accounting &Finance, Business law, International Business, Marketing K.B .College For Women, Mumbai

2019

2014

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