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Channaveer Nandikur, wealth relationship manager

Channaveer Nandikur

wealth relationship manager

chola securities

Location
India - Bengaluru
Education
Master's degree, Business And Marketing
Experience
4 years, 5 Months

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Work Experience

Total years of experience :4 years, 5 Months

wealth relationship manager at chola securities
  • India - Bengaluru
  • My current job since September 2023

Onboarding new clients and selling wealth products

assistant relationship manager at Kotak Securities
  • India - Bengaluru
  • June 2022 to June 2023

Acquisition of new clients to Kotak securities and generate revenue through cross selling of products

assistant manager at ICICI Securities
  • India - Bengaluru
  • October 2019 to June 2022

Onboarding new clients, selling mutual fund, bonds, insurance

Education

Master's degree, Business And Marketing
  • at Bangalore University
  • August 2019

Specialties & Skills

Investments
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Equity Capital Markets
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Portfolio Strategy
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Portfolio Management
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Investment Advisory
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equity trade analysis
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goal planner
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portfolio management
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Languages

English
Expert
Hindi
Expert
Kannada
Expert

Training and Certifications

IRDAI (Certificate)
Date Attended:
August 2023
NISM (Certificate)
Date Attended:
August 2023

Hobbies

  • poetry
  • Bike riding
  • portrait photography