Venkata Sri Harsha

Founded Shine Projects, an education company (www.shineprojects.in) aimed at student and employee skill
development.
•Trained 3 Lakh + seekers in Financial Markets domain via online webinars & courses.
•Generated 85 Lakh (110, 000 USD) revenue for FY 2020-2021 and 1.7 Crore (220, 000 USD) revenue for FY 2021-2022
with a 50% profit margin.
•Provided internships to BBA and MBA students from top universities in India in the marketing & HR domain.
•Improved the platform as a market place to accommodate 70+ courses

GUEST LECTURES
• Conducted a workshop for middle & top-level management at Alfa Laval company on the topic - “Portfolio Analysis and
Management”, August’21.
• Conducted an online webinar on “Stock markets” and issued certificates via www.shineprojects.in to MBA
students of IIM SIRMAUR, June’21.
• Conducted a session on “Life Insurance & Mutual funds” with employees at Reliance Nippon Life Insurance, June’21
• Conducted an online webinar on “Stock markets” and issued certificates via www.shineprojects.in to B.Tech students of
IIT Delhi, June’21.
• Conducted a practical session on the aspects of “SPOT trading (Intraday) and Derivative trading (F&O)” via ICICI direct
platform to final year MBA Finance students at GITAM Institute of Management, February’21.
• Delivered a session on “Role of youth in social service” and how www.shineprojects.in is helping youth in becoming
industry ready. The event was telecasted in Global TV, V4News, Malanadu TV, V4Stream, News Gaon Se, SAMVAAD
SAROKAR NEWS, January’21.
• Trained and issued certificates to the MBA students at IIM-Amritsar in the field of “Sales & Marketing”, October-
November’20.
• Exclusively trained MBA FINANCE students from Symbiosis, Pune on “Share markets” domain and issued certificates,
November’20.
• Trained and issued certificates to commerce students of NMIMS, Mumbai on “Share Markets”, October’20.
• Conducted live “Share Markets” webinar to BBA & MBA students at GITAM UNIVERSITY, September’20.
• Conducted Live “Share Markets” training to students at Lovely Professional University, Jalandhar, September’20.
• Took up “Share markets” awareness campaign in collaboration with “Harmoney wealth consultants” to the Ultra HNI
investor segment in LANCOHILLS, Hyderabad, September’19.
• Conducted a “Mutual fund awareness” program for IT employees under “Tech Aspect” company, Hyderabad in
collaboration with UTI Mutual Funds, June’18.
• Awarded guest lecture on “Financial markets & stock markets” to the commerce students in SP Jain school of Global
Management, Dubai in August’17.
• Took up internship course for 2 Months in the “Marketing Domain (Life Insurance)” for the final year Commerce students

• Worked in Agency sales department as a Branch manager for Khairatabad branch in managing 10 on role sales
managers and 350+ agents under them, to collectively achieve 2 Crore Rupees worth annual premium target
• Developing forecasts, financial objectives and business plans to meet goals and metrics
• Assessing local market conditions and identify current and prospective sales opportunities
• Managing budget and allocating funds appropriately
• Bringing out the best of branch’s personnel by performing goal setting, providing training, coaching, development and
motivation
• Sharing knowledge with other branches and headquarters on effective practices, competitive intelligence,
businessopportunities and needs.
• Addressing customer and employee satisfaction issues promptly
• Took up special initiative with our sales agent on 07/03/2020 in organizing medical camp at Greenspace gated
community to drive 18 Lakhs worth on the spot sales
• Won blazer for winning a special regional contest organized in Jan 2020 for logging in 18 Lakhs business within the
1st week of January 2020
• Qualified for HOS Goa convention with wife, for being one amongst the top 5 branches in the south zone for quarter
ending JAS-19
• Produced 2 winners within the sales staff in the team for Pattaya contest for logging in 8 Lakhs each worth
traditional business within a fortnight in Oct-2019

Directed 8 on roll sales staff in the Preferred Channel of Direct marketing as under Reliance Nippon life
Insurance, aimed at attaining business deliverables(average monthly fresh premium of Rs.12 Lakh)
•Developed forecasts, financial objectives and business plans to meet monthly and quarterly sales targets.
•Assessed local market conditions and identify current and prospective sales opportunities.
•Sharing knowledge with other branches and headquarters on effective practices, competitive
intelligence, business opportunities and needs.
•Delivered Investment awareness sessions in Government organizations (Income tax office, NGRI etc) & MNCs(companies
likeTechAspect, Hitech city) in Hyderabad to develop client base for Insurance products.
• Attained a certificate of appreciation from Mr.S.Bharat, Head of Direct marketing & Business development, for
being a part of the team to have the fastest achievement of target in March’18
• Produced a qualifier (Mr.N.Mahesh) out of a Rookie FLS - for an international convention at Singapore for
completing Rs.6 Lakhs sales in the month of Mar’18
• Lead the team in conducting a highly successful lead generation campaign at NGRI - National Geophysical
Research Institute which helped in attaining 150% of target, for the month of July’18
• Attained an award as a Top Branch Manager in PAN India, for attaining a highest monthly average Productivity of
FLS for the month of Jul’18
• Produced a qualifier (Mr.K.Santhosh) out of a Rookie FLS - for an international convention at BAKU for completing
Rs.6Lakhs worth of sales in the month of July’18

Real estate sales:
• Team handling role in managing 3 on roll employees set up to perform real estate marketing & sales.
• Developing forecasts and business plans to meet the team 4X targets.
• Bringing out the best of team personnel by performing goal setting, providing training, coaching, development and
motivation.
• Solicit potential clients to meet the personal 4X salary target including the team’s targets.
• Mediating negotiations between buyers and sellers and ensuring all terms of purchase contracts are met.
• Attained a great level of expertise on Dubai’s map & in dealing in micro markets of Dubai.
Life Insurance & Mutual fund sales:
• Managed 3 direct sales staff aimed at selling Life insurance& Mutual fund products based on customer needs.
• Attained record breaking sales of Life insurance for the unique initiatives taken to attain the 4X salary multiples of the team.
• Took up internship programs for commerce students by teaching the following topics, aimed at driving Insurance and
mutual fund sales as an internship deliverable:
o Algorithmic trading and its impact on stock markets.
o A study on tax avoidance by companies and tax heavens.
o Financial bubbles and their negative impacts.
o Fiat money system and fractional reserve banking &
o Impact of interest rates on stock market.
Financial Associate, ETD and OTC derivatives

• Worked in UK derivatives department to assist U.K Hedge fund and mutual fund clients as under BNP Paribas.
• Assisting the clients with their Portfolio performance by marking the Exchange traded derivatives to market, using
Hiportfolio platform.
• Performing settlement activities of CFD derivative trades in Traiana platform, by communicating with brokers.
• Performing trade reconciliation of Future and Option trades by using MS excel and escalating any differences greater
than threshold.
• Analyzing and solving multiple derivative queries with a least turnaround time by sourcing data from Bloomberg terminal
and by interacting with internal teams within BNP.
• Delivered training sessions as an additional initiative, across various teams, covering the following topics: Algorithmic
and HFT trading, Commodity markets, Fiat Money system, ETD and OTC derivative products and other Macro-Economic
concepts.
• Nominated for Kaizen award, a prestigious award within BNP along with a co- teammate for automating three different
processes, using the Hiportfolio and Excel tools, to save 10% Man-hours.
IT, FINANCIAL AND OTHER SKILLS
• MS office.
• Databases -Bloomberg Terminal.
• Typing speed - 45-50 W.P.M.
• Presentation and speaking skills in addressing the mass gatherings.
• Highest level of conceptual understanding in the topics of Equity & Debt markets, Derivative markets, Mutual Funds,
Insurance & Macroeconomics.
• Article writing skills.