Qualified professional with 6+ years of expertise in wealth and people management. Recognized for ability to use strong analytic, planning and organizational skills in enhancing client relationship and business development.

1. Qualified professional with 6+ years of expertise in wealth and people management.
Recognized for ability to use strong analytic, planning and organizational skills in
enhancing client relationship and business development.
Work History
2019-10 –
Current
Vice President Investor Relations
Marlo Technologies Ltd., Chennai, India
 Working on a better way to identify and connect global
lenders to good credits in shipping
 Partner with and support the CEO on investor relations
strategy, messaging and outreach
2019-05 –
2019-10
Senior Manager Global Indian Banking
Yes Bank, Chennai, India
 Responsible for $15million relationship of global Indian
clients' with the bank, catering to all their banking and
financial needs
2017-08 –
2019-04
Investment Product Manager
Motilal Oswal Financial Services, Chennai, India
 Led a team of 15 advisers to handle $7million AUM of client
portfolio; focusing on Portfolio Management Services,
Private Equity, AIF
 Prepared business models, investment plans and portfolio
recommendations
2014-10 –
2017-07
Financial Advisor
FundsIndia, Chennai, India
 Managing AUM of $3million, assessing HNI client needs to
advice on portfolio building and done Financial planning
based on risk
 Supported senior management on strategic fixes to increase
revenue flow and in setting up new processes
2013-06 –
2014-02
Assistant Manager
ICICI Securities Ltd., Chennai ,India
 Responsible for deepening market and product penetration.
Posses hands-on experience in capital market instruments
 Role entitles preparing business models and portfolio
planning for HNI clients
Education
2011-05 –
2013-06
Master of Business Administration – Marketing Financial Operations
SRM University, India
2006-09 –
2010-11
Bachelor of Engineering - Electronics and Communication
Anna University, India
Contact
Phone
+91 824 808 1926
E-mail
sm@marlo.online
Skills
Relationship Management
Wealth Management
Capital Market
Strategic Planning
Data Analysis
Certifications
National Institute of Securities
Markets (NISM) Certification V-A
Insurance Regulatory and
Development Authority of India
(IRDAI) Certification
.
Swami M
Vice President Investor Relations