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
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