Summary
Overview
Work History
Education
Skills
Certification
Languages s Interests
Hobbies and Interests
Timeline
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M. NAGARAJ

Coimbatore

Summary

Dynamic management professional with over 22 years of experience in the Non-Banking Financial Sector, currently excelling as Assistant Vice President at Way2Wealth Brokers Pvt. Ltd. Expertise includes operations management, franchise development, HNI portfolio analysis, and client relationship management, supported by a strategic approach to business planning. Recognized for exceptional communication skills and a proven ability to build cohesive teams, engage sub-brokers, and deliver impactful performance training. Committed to driving organizational success through innovative solutions and strong leadership.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Assistant Vice President

Way2Wealth Brokers Pvt. Ltd
12.2024 - Current
  • Overseeing branch operations and ensuring seamless client service delivery.
  • Leading proactive business strategies for regional growth.
  • Handling HNI wealth portfolio of the regions

Area Manager

Master Trust Ltd
09.2023 - 08.2024
  • Company Overview: Company Overview: One of India’s oldest investment brokers with 38 years of experience.
  • Delivered strong revenue while working remotely,Handled the HNI clients Portfolio in wealth Management
  • On boarded multiple remisier partners and supervised RM sales teams to meet targets.

Branch Manager

GEPL Capital Pvt Ltd
05.2015 - 07.2023
  • Brought in high-revenue HNI clients and reactivated dormant accounts.
  • Recruited and reengaged franchisees, contributing to business expansion.
  • Handled Channels Partners(Bank of india) in entire ROTN for Trading accounts

Branch Manager

Indiainvesh Securities Pvt Ltd
01.2013 - 05.2015
  • Drove consistent revenue growth.
  • Built and managed a strong network of franchisees and HNI clients.
  • Oversaw two branches and ensured sales and operational excellence.

Franchisee Manager

Aditya Birla Money Ltd
08.2010 - 12.2012
  • Achieved highest revenue in the franchise vertical.
  • Awarded Best Franchisee Manager (2011).
  • Developed long-term franchisee relationships.

Territory Manager

India Infoline Ltd
09.2003 - 07.2010
  • Scaled revenue across insurance and mutual fund segments.
  • Recognized as Best Performer multiple times (2006-2008).
  • Promoted from Relationship Manager to Territory Manager.
  • Managed HNI and corporate portfolios.

Education

Master of Human Resources Management -

Pondicherry University
01.2004

Bachelor of Business Management - undefined

V.L.B. Janaki Ammal College of Arts and Science, Bharathiar University
01.2001

Skills

  • Sales Operations: Driving initiatives and achieving targets; identifying new alliances and business opportunities
  • Branch Administration: Oversight of operational and client service delivery
  • Client Servicing: Personalized investment allocation and end-to-end trade execution
  • Team Management: Recruitment, mentoring, target setting, and frontline leadership
  • Staff management
  • Financial management
  • Operations management
  • Business administration
  • Business development
  • Recruiting and hiring
  • New business pursuits

Certification

  • AMFI Certified - Association of Mutual Funds in India
  • NISM Certified - Series VIII (Equity Derivatives) and Series XVI (Commodity Derivatives)
  • IRDA Certified - Insurance Regulatory and Development Authority

Languages s Interests

Languages: English, Tamil, Hindi

Hobbies and Interests

Personal finance, mentoring, strategic planning

Timeline

Assistant Vice President

Way2Wealth Brokers Pvt. Ltd
12.2024 - Current

Area Manager

Master Trust Ltd
09.2023 - 08.2024

Branch Manager

GEPL Capital Pvt Ltd
05.2015 - 07.2023

Branch Manager

Indiainvesh Securities Pvt Ltd
01.2013 - 05.2015

Franchisee Manager

Aditya Birla Money Ltd
08.2010 - 12.2012

Territory Manager

India Infoline Ltd
09.2003 - 07.2010

Bachelor of Business Management - undefined

V.L.B. Janaki Ammal College of Arts and Science, Bharathiar University

Master of Human Resources Management -

Pondicherry University
M. NAGARAJ