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CFP -Srinivasan TS -Training & Management Development
1. Srinivasan Tiru Seshacharya
tssrini@yahoo.com +91-0-9243121714
Bangalore- India
Objective:
To lead a Team of Professionals in Training & Management Development, who will EMPOWER,
Transform and Train Employees, Associates, Partners, Agents, Advisors for Direct, Tied &
Alternate Channels!
Professional Synopsis
27 Yrs of vast & diverseexperience:
7 Yrs-Financial Advisory Services( Financial Planning, Training, General Management)
(WealMan Associates, Bangalore-India)
11 Yrs-IT-Computers & Peripherals( Sales, Marketing, Training, General Management, Major Account
Management & Channel Management)
(Octagon CCS, Parity Systems Pte Ltd.,)
9 Yrs-Health Care- Life Sciences/Pharmaceuticals(Sales, Distribution, Team Management)
(American Remedies Ltd., PFIZER India, Lupin Labs Ltd.,)
Focus & passion to delve into details for root causeanalysis of any critical issue. Principal skills include:
Training
Financial Planning
Financial Advisory Services
Group Presentations
Sales Management
General Management
Channel Management
Partner Development
Consulting
Built systems& processin various capacities to improve customer response& resolution.
Presented: As a Speaker presented & spoke in various forums (partial List only)
Financial Planning & Investment Options to different Target Groups ( Investors) in various
organisations in Bangalore & other parts of India
Safe Investment Options and Importance of Asset Allocation to all the Heads of Accounts of the Indian
Air Force –Ministry of Defence( PAY Commission Update)
“How to avoid Misselling in Insurance”to all Life Advisors & TOP Management @ Kotak Life attendedby
almost 1000 People & was awardedthe Best Content & Original Presentation!
“Current Markets Opportunity or Threat”to a group of Advisors
Referral Marketing and Importanceto Advisors/Consultants
How to use S.O.D.A to improve BUSINESS
Eliminated bottlenecks in giving TIMELY Feedback to CUSTOMER SERVICE headson various issuespertaining to
Offline and Online Transactions.
Mentored key human resourcesand helped them to realise their potential in different companies.
Resolved customer Service related issues in termsof Transactions.
Conducted & Organised:
Workshops on Financial Planning-( for CFP Aspirants/Financial Advisors)
Induction Programmefor Employees
AMFI Certification
Investors Meet for companies.
WORK EXPERIENCE:
2. Srinivasan Tiru Seshacharya
tssrini@yahoo.com +91-0-9243121714
Bangalore- India
Worked in various capacities & handled responsibilities in Sales/General
Management/Channels/Distribution in companies like
Lupin Labs India (World Largest Manufacturer of Tuberculosis Medicines and a Global Pharma Company)
PFIZER India (Pfizer -The world's largest research-based pharmaceutical company)
AMERICAN Remedies(Now part of Dr. Reddy's Laboratories -a Global pharmaceutical company)
Parity Systems( Wipro InfoTech Business Partner & Value Added Dealer)
Octagon CCS ( Computers, Consulting & Services-HP/TOSHIBA/IBM/WIPRO/MICROSOFT Business Partner)
WealMan Associates -(Wealth Management, Training, HR &Consulting)
Academics/Professional Certifications:
B.Sc., Physics, Chemistry, Mathematics – Christ College, Bangalore University
CFPCM CERTIFIED FINANCIAL PLANNERCM
Financial Planning Services Board Certified in:
Risk Management & InsurancePlanning
Retirement Planning
Tax Planning
Investment Planning
• IRDA Certified in Insurance
• AMFI (Association of Mutual Funds India ) – Mutual Funds Advisory
• NCFM certified on Capital Markets