Praveen

Goal-driven investment professional with proven skills and talent for optimizing plans to meet changing industry conditions. Highly analytical and thorough with excellent problem-solving skills.

Marketing Manager & Specialist - Marketing Angels Ltd

(2024-11 - 2026-01)

• Formulate and implement detailed marketing strategies and initiatives that support the company's mission and objectives.
• Guide, inspire, and oversee a dynamic marketing team, promoting a collaborative and performance-oriented culture.
• Ensure uniformity of the brand across all marketing platforms and materials.

Business Development Manager - Tradebulls securities pvt ltd

(2023-06 - 2024-08)

• Placing orders on behalf of customers
• Providing advisory services- AUM product penetration
• Cross selling of third party investment products( Insurance, MF, PMS, SIPs, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by tradebull securities)
• New Client Acquisition & retention
• Client Meeting

Relationship Manager - Motilal Oswal Financial Services Ltd

(2022-04 - 2023-05)

• Develop new business opportunities through lead generation, cold calling, and relationship building with potential clients.
• Identify cross-selling opportunities for existing products and services to increase revenue growth.
• Collaborate with internal teams to develop strategies for acquiring new clients in the BFSI sector.
• Analyze market trends and competitor activity to stay ahead of the competition.

BACHELOR OF COMMERCE - KUPPAM DEGREE COLLEGE (2019-04)

INTERMEDIATE C.S.E - M.F.C. GOVT JR. COLLEGE KUPPAM (2014-05)

SECONDARY SCHOOL CERTIFICATE - Z P H SCHOOL VASANADU (2012-08)