1. SRIKANTH POTHURI
Contact: +91 – 9866342818 E-Mail: Srikanthpothuri@yahoo.com
In pursuit of career enhancing opportunities in the field of Banking , Broking, Insurance, Gold, Client Relationship
, Sales & Marketing with an organization of high repute
PROFILE SUMMARY
 Nearly 10 years of experience in Insurance, Broking, Operations, Channel Management in the financial
services sector
 Skilled in identifying improvement areas & implementing measures to maximize the sales
 Adept in ensuring all compliance of KYC and identifying customer and communication of product eligibility
 Expertise in defining service standards & contributing towards revenue generation
CORE COMPETENCIES
 Managing the complete Cluster sales & operations by ensuring that the financials of the Cluster are met
 Overseeing retail cluster operations like DMAT Accounts, deposits, Cash Management service ,etc.
 Rendering sustained advisory services for securing high ROI and increasing retention le vels
ORGANISATIONAL EXPERIENCE
Presently Working as Regional Manager – Priority for Andhra Pradesh & Tamilnadu since April’2014.
Responsibilities
 Handling the result oriented team and take responsible for managing the HNI Clients in both
the states
 Handling the entire AP & TN Priority Channel Clients
 Managing of all Regional objectives and supervision
 Providing trainings to team and managing the locations.
 Ensuring compliance with Rules, Regulations & Procedures
Since Mar ’07- till date with Reliance Securities Ltd, as Cluster Head for ROAP
Responsibilities
 Handling the entire Visakhapatnam, East & West Godavari, Vijayawada, Guntur, Ongole,
Tirupathi, Nellore, Kadappa, Ananthapuram & Kurnool territories
 Managing of all Cluster objectives and overall Cluster supervision
 Monitoring achievement of overall Cluster Targets by generating business and cross sales
 Key Customer Relationship Management & supervision of all High Net Worth customer programs
 Ensuring high quality service and Customer Relationship Management
 Complaints Handling
 Review Cluster Operations reports
 Monitoring SIM(Sales in put monitor register)on Daily basis
 Review Suspense & Dummy accounts on weekly basis
 Periodic review of progress vs. objectives
 Ensuring the security, policies and audit procedures are followed as outlined by policy.
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Accomplishments:
 Ranked as No.1 across PAN India July 2014
 Ranked as no. 1 across PAN India Feb 2013
 Ranked as No.1 across PAN India for H1 2013 in Prepaid Brokerage Plans
 Acknowledged for achieving highest revenue achievement in Prepaid Brokerage Oct 2012 to Mar 2013.
 Acknowledged for achieving highest number of demat accounts.

2.  Instrumental in generating revenue upto 30 lakhs monthly through RMs and IMs (Investment Managers) &
Centre Managers
 Acknowledged for achieving highest number of PMS in 2011
PREVIOUS EXPERIENCE
 May ’05 - Feb’07 with Bajaj Allianz Life Insurance., Guntur as Branch Manager
 Apr '01 – Mar '03 with Pierce Software Solutions as Marketing Manager
EDUCATION
 Masters of Business Administration from Rai Business School, Hyderabad
 B.Com from Nagarjuna University, Guntur
Certifications:
 NCFM (NSEs Certificate in Financial Markets) Certified-Capital Market Module
Training:
 Successfully attended internal trainings on IT Security, Financial Programmes and Specifications in Mutual
Funds, Insurance Segment, etc.
IT Skills: Well versed with MS Office Suite (Word, Excel & PowerPoint) & Internet Applications
PERSONAL DETAILS
Date of Birth: 24th
June, 1976
Languages: English, Hindi & Telugu
Residential Address: 7-1-25/A, Flat No :A-306, Imperial Prestige ,Leela Nagar, Ameerpet, Hyderabad.