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SRIKANTH POTHURI
Contact: +91  9866342818 E-Mail: Srikanthpothuri@yahoo.com
In pursuit of career enhancing opportunities in the field of Banking , Broking, Insurance, Gold, Client Relationship
, Sales & Marketing with an organization of high repute
PROFILE SUMMARY
 Nearly 10 years of experience in Insurance, Broking, Operations, Channel Management in the financial
services sector
 Skilled in identifying improvement areas & implementing measures to maximize the sales
 Adept in ensuring all compliance of KYC and identifying customer and communication of product eligibility
 Expertise in defining service standards & contributing towards revenue generation
CORE COMPETENCIES
 Managing the complete Cluster sales & operations by ensuring that the financials of the Cluster are met
 Overseeing retail cluster operations like DMAT Accounts, deposits, Cash Management service ,etc.
 Rendering sustained advisory services for securing high ROI and increasing retention le vels
ORGANISATIONAL EXPERIENCE
Presently Working as Regional Manager  Priority for Andhra Pradesh & Tamilnadu since April2014.
Responsibilities
 Handling the result oriented team and take responsible for managing the HNI Clients in both
the states
 Handling the entire AP & TN Priority Channel Clients
 Managing of all Regional objectives and supervision
 Providing trainings to team and managing the locations.
 Ensuring compliance with Rules, Regulations & Procedures
Since Mar 07- till date with Reliance Securities Ltd, as Cluster Head for ROAP
Responsibilities
 Handling the entire Visakhapatnam, East & West Godavari, Vijayawada, Guntur, Ongole,
Tirupathi, Nellore, Kadappa, Ananthapuram & Kurnool territories
 Managing of all Cluster objectives and overall Cluster supervision
 Monitoring achievement of overall Cluster Targets by generating business and cross sales
 Key Customer Relationship Management & supervision of all High Net Worth customer programs
 Ensuring high quality service and Customer Relationship Management
 Complaints Handling
 Review Cluster Operations reports
 Monitoring SIM(Sales in put monitor register)on Daily basis
 Review Suspense & Dummy accounts on weekly basis
 Periodic review of progress vs. objectives
 Ensuring the security, policies and audit procedures are followed as outlined by policy.


Accomplishments:
 Ranked as No.1 across PAN India July 2014
 Ranked as no. 1 across PAN India Feb 2013
 Ranked as No.1 across PAN India for H1 2013 in Prepaid Brokerage Plans
 Acknowledged for achieving highest revenue achievement in Prepaid Brokerage Oct 2012 to Mar 2013.
 Acknowledged for achieving highest number of demat accounts.
 Instrumental in generating revenue upto 30 lakhs monthly through RMs and IMs (Investment Managers) &
Centre Managers
 Acknowledged for achieving highest number of PMS in 2011
PREVIOUS EXPERIENCE
 May 05 - Feb07 with Bajaj Allianz Life Insurance., Guntur as Branch Manager
 Apr '01  Mar '03 with Pierce Software Solutions as Marketing Manager
EDUCATION
 Masters of Business Administration from Rai Business School, Hyderabad
 B.Com from Nagarjuna University, Guntur
Certifications:
 NCFM (NSEs Certificate in Financial Markets) Certified-Capital Market Module
Training:
 Successfully attended internal trainings on IT Security, Financial Programmes and Specifications in Mutual
Funds, Insurance Segment, etc.
IT Skills: Well versed with MS Office Suite (Word, Excel & PowerPoint) & Internet Applications
PERSONAL DETAILS
Date of Birth: 24th
June, 1976
Languages: English, Hindi & Telugu
Residential Address: 7-1-25/A, Flat No :A-306, Imperial Prestige ,Leela Nagar, Ameerpet, Hyderabad.

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Resume - Srikanth

  • 1. SRIKANTH POTHURI Contact: +91 9866342818 E-Mail: Srikanthpothuri@yahoo.com In pursuit of career enhancing opportunities in the field of Banking , Broking, Insurance, Gold, Client Relationship , Sales & Marketing with an organization of high repute PROFILE SUMMARY Nearly 10 years of experience in Insurance, Broking, Operations, Channel Management in the financial services sector Skilled in identifying improvement areas & implementing measures to maximize the sales Adept in ensuring all compliance of KYC and identifying customer and communication of product eligibility Expertise in defining service standards & contributing towards revenue generation CORE COMPETENCIES Managing the complete Cluster sales & operations by ensuring that the financials of the Cluster are met Overseeing retail cluster operations like DMAT Accounts, deposits, Cash Management service ,etc. Rendering sustained advisory services for securing high ROI and increasing retention le vels ORGANISATIONAL EXPERIENCE Presently Working as Regional Manager Priority for Andhra Pradesh & Tamilnadu since April2014. Responsibilities Handling the result oriented team and take responsible for managing the HNI Clients in both the states Handling the entire AP & TN Priority Channel Clients Managing of all Regional objectives and supervision Providing trainings to team and managing the locations. Ensuring compliance with Rules, Regulations & Procedures Since Mar 07- till date with Reliance Securities Ltd, as Cluster Head for ROAP Responsibilities Handling the entire Visakhapatnam, East & West Godavari, Vijayawada, Guntur, Ongole, Tirupathi, Nellore, Kadappa, Ananthapuram & Kurnool territories Managing of all Cluster objectives and overall Cluster supervision Monitoring achievement of overall Cluster Targets by generating business and cross sales Key Customer Relationship Management & supervision of all High Net Worth customer programs Ensuring high quality service and Customer Relationship Management Complaints Handling Review Cluster Operations reports Monitoring SIM(Sales in put monitor register)on Daily basis Review Suspense & Dummy accounts on weekly basis Periodic review of progress vs. objectives Ensuring the security, policies and audit procedures are followed as outlined by policy. Accomplishments: Ranked as No.1 across PAN India July 2014 Ranked as no. 1 across PAN India Feb 2013 Ranked as No.1 across PAN India for H1 2013 in Prepaid Brokerage Plans Acknowledged for achieving highest revenue achievement in Prepaid Brokerage Oct 2012 to Mar 2013. Acknowledged for achieving highest number of demat accounts.
  • 2. Instrumental in generating revenue upto 30 lakhs monthly through RMs and IMs (Investment Managers) & Centre Managers Acknowledged for achieving highest number of PMS in 2011 PREVIOUS EXPERIENCE May 05 - Feb07 with Bajaj Allianz Life Insurance., Guntur as Branch Manager Apr '01 Mar '03 with Pierce Software Solutions as Marketing Manager EDUCATION Masters of Business Administration from Rai Business School, Hyderabad B.Com from Nagarjuna University, Guntur Certifications: NCFM (NSEs Certificate in Financial Markets) Certified-Capital Market Module Training: Successfully attended internal trainings on IT Security, Financial Programmes and Specifications in Mutual Funds, Insurance Segment, etc. IT Skills: Well versed with MS Office Suite (Word, Excel & PowerPoint) & Internet Applications PERSONAL DETAILS Date of Birth: 24th June, 1976 Languages: English, Hindi & Telugu Residential Address: 7-1-25/A, Flat No :A-306, Imperial Prestige ,Leela Nagar, Ameerpet, Hyderabad.