Naveen Srivastava has nearly 12 years of experience in profit center operations, business development, sales, marketing, and team management. He has a track record of overseeing operations and achieving business objectives within budget. As Vice President at India Infoline Ltd., he ensured effective business planning and developed relationships to meet sales targets. He attained several awards for outstanding performance and contributed significantly to company revenue growth over his career.

1. NAVEEN SRIVASTAVA
Contact No.: 09971494084 ~ E-Mail: nvastav@gmail.com
Performance-driven Professional in pursuit of challenging and enriching senior level assignments in Profit
Centre Operations/ Business Development with an organisation of high repute AND challenging offering
PROFILE SUMMARY
• Nearly 12 years of experience in:
~ Profit Centre Operations
~ Business Development
~ Sales & Marketing
~ Budgeting
~ Key Account Management
~ Product Management
~ Portfolio Management
~ Revenue Generation
~ Team Management
• Track record of overseeing profit centre operations and accountable for increasing profitability and achieving business
objectives within budgeted parameters
• Expertise in networking with prospective clients while simultaneously generating business from existing accounts
• Deft in breaking new avenues and conducting opportunity analysis by keeping abreast of market trends and competitor
moves
• Pivotal in implementing strategies for building team effectiveness by promoting a spirit of cooperation between team
members
• A keen planner, strategist and implementer with deftness in devising and implementing strategies aimed at ensuring
effectiveness of operations, realization of sales ( AUM / Insurance/ Mutual Funds) & business promotion targets, with key
focus on ROI
• An effective communicator & negotiator with strong analytical, problem solving and organizational abilities
CORE COMPETENCIES
• Monitoring strategies to enlarge the core market base of the company based on market research data while
conceptualizing, planning and implementing processes to drive business volume growth
• Increasing demand in the market by implementing consumer loyalty programs/ strategies to improve the product awareness in
markets
• Overseeing complete business operations with accountability of profitability, forecasting monthly/ annual sales targets, &
executing them in a given time frame
• Strategizing the entire gamut of business operations, encompassing conceptualizing, planning, implementing and
monitoring of market business plans leading to desired results
• Building and maintaining relations with clients while establishing large volume & high profit accounts with excellent levels
of retention and loyalty
WORK EXPERIENCE
May’02 to Dec’13 with India Infoline Ltd., New Delhi
Last designated as Vice President (Team Size – 11 Assistant Vice President.)
Growth Path:
May’02 to Mar’04 Relationship Manager - Financial Advisor
Apr’04 to Jun’06 Branch Manager
Jul’06 to Dec’10 Associate Vice President/ Area Manager
Jan’11 to Dec’13 Vice President
Key Result Areas:
• Ensured effective business planning, forecasting & analysis for assessment of revenue potential in business opportunities

2. • Involved in developing effective relationships with key decision-makers in target organizations and establish tie-ups
for business development
• Assisted in analyzing & reviewing the market response/ requirements and communicating the same to the sales teams for
accomplishment of the business goals
• Administered in maintaining healthy business relations with high net worth clients (HNI & NRI) wherein ensured high level
of customer satisfaction matrices
• Collaborated with financially strong & reliable dealers / distributors for deeper market penetration & improved market
share
• Supervised over 300 associates to ensure efficiency in operations & meeting of individual & group targets
• Managed financial products like Online Share Trading, Mutual Funds, Demat Accounts, Life Insurance and Structure
Products
• Monitored 19 branches spanning in Delhi/ NCR, Rajasthan with employee count ~ 400 Financial Advisor (The structure was 3
layered, 11 Assistant Vice Presidents; with 2-3 Branch managers reporting to Assistant VP and BMs had typical span of 10-15
Advisors)
Highlights:
• Attained:
o The Best Equity Relationship Manager/ Branch Manager Award
o Consecutive awards for Best Area- Revenue.
o 7 Awards for exhibiting the outstanding performance across the tenure
• Played a stellar role in contributing revenue in companies overall equity biz
• Holds the distinction of consistently achieving substantial growth YoY
• Acknowledged for developing substantial size of NBFC Book
• Served as an active part of the Core initial team of IIFL ebroking since May'02 wherein the Ebroking activity started shaping in
2002
• Functioned as an active participant in initial shaping of the Processes & Organisational Development
• IIFL Demonstrated excellence by scaling up business from 5 locations to 750+ locations & employee count from ~50 to
>15000+; Customer base grew from initial 500 to more than 8 Lakhs during scaling up phase with market share risen to 7-
8% and remained among top 3
ARTICLESHIP
Period: 1997 to 2000
Responsibilities:
• Completed Articleship Training in Accounts, Taxation, Auditing, Covering various aspects, reports of Management Decision
Making across various Industries, especially Sugar, Distilleries, Jute Mills, Banks, Trusts, Iron & Steel Mills
CERTIFICATIONS
2013 Certification in Management Development Programme from IIM, Kolkata
2012 FLIP Wealth Management Module from FLIP Institute.
2013/14 NCFM Certified in Capital Market, Derivatives, Currency, Mutual Funds, Depositories Module
ACADEMIC DETAILS
2013 CFA from ICFAI University
2013 Masters in Financial Analysis from ICFAI University
2000 Bachelors in Law from Kanpur University
2000 Semi-qualified CA.
1997 B.Sc. in Physics & Mathematics from Kanpur University

3. PERSONAL DETAILS
Date of Birth: 1st
July, 1976
Contact Address: Flat 77, Agroha Kunj Apartments, Sector 13, Rohini, New Delhi – 110085
Languages Known: English and Hindi