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Manager Management

Austin, Texas, 78664, United States
June 07, 2012

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Anupama Srinivas

**** ****** ***** **., ***** Rock, Texas 78664 Ph: +1-614- ***-****


Finance MBA graduate with 6+ years of experience in Banking, Corporate Finance, Financial Advisory, and Portfolio Management & Investments.

Financial Planning Portfolio Management Equity Research

Business forecasting Communication Financial Analysis &Reporting


Sanlam Investments & Advisors India Ltd. – Bangalore, India 2010 - 2011

Financial Advisor

• Played an integral role in setting up the $900 million private wealth business arm of Sanlam in India

• Recognized by CEO for acquiring celebrity accounts and other ultra HNI accounts within short span of time leading to the growth of AUM by $10M

• Conceptualized and implemented strategic financial plans based on comprehensive risk assessments of clients, generating revenue of about $50M

• Spearheaded product operations, development and processes enabling the team to bring in $100M additional revenue

• Consistently performed Cost-Benefit Analysis of each Investment Proposals while considering various asset classes

• Analyzed the competitive landscape and performed primary and secondary market research to develop strategy to capture untapped market opportunities of $250 million in the FY2010

Vangogh Preferred Banking, Royal bank of Scotland – Bangalore, India 2007 - 2010

Wealth Manager

• Led a team of 5 members in developing customized financial products like capital protected structures enabling the product team to over achieve the target by 21% even during times of global financial recession

• Developed strong client relationship through effective and timely delivery of Investment solutions by meeting 100% service level standards, resulting in repeat business from the client.

• organized client events enabling to open a two-way communication between the company and the client for value suggestions and feedbacks

• Developed a spreadsheet Portfolio model to value investment proposals, which enhanced profitability ratio of each investment decision by 20%.

CITIBANK – Bangalore, India 2006 – 2007

Relationship Manager

• Managed NRI accounts by growing the CASA balance to $20 million and bringing new funds into NRE, NRO, FCNR deposits.

• Initiated and developed business relationship with TCS and Caritor through corporate presentations and referrals

• Recognized by the Country Head for exemplary performance in acquiring high value FCNR Deposit of about $1 million in the first few months of my career.

• Handled corporate relationship with companies like Wipro, Infosys, IBM and SATYAM, which created revenue base of over $100 million.

• Mentored a team of two in acquiring NR accounts and cross selling bank products to existing client base.


Visveswaraiah Technology University - Bangalore, India May 2006

Master of Business Administration, Finance

• GPA 3.5, University third rank holder;

• Won "Best Achiever Award" for achieving distinguishing performance in academics and co-curricular activities

Bangalore University - Bangalore, India May 2003

Bachelor of Business Management

• Won “K.S.V. Shastri Memorial Award” for Best outgoing student in Academic excellence during the year 2000-2003

• Vice President for Kshitij Management forum


• Completed Executive Education Program from Indian Institute of Management sponsored by ABN AMRO

• Currently Pursuing CFA

• Citizenship: India; US Visa Sponsorship Required

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