Tarun Narayan Anandani

CEO

Hyderabad, Telangana, India10 yrs 7 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over 15 years in wealth management industry
  • Expert in managing high-net-worth clients
  • Proven track record in revenue growth and team leadership
Stackforce AI infers this person is a Wealth Management Professional with extensive experience in client relations and financial advisory.

Contact

tarunanandani@gmail.comLinkedIn

Skills

Core Skills

Private Wealth ManagementFinancial AnalysisPortfolio ManagementFinancial PlanningBusiness DevelopmentMarket Research

Other Skills

BankingBondsCapital MarketsCapital Markets AnalysisClient CommunicationEquity ResearchEquity TradingEquity ValuationFinanceFinancial ModelingInvestment StrategiesInvestmentsManagementMarket AnalysisMicrosoft Excel

About

With 15+ years of experience as a successful sales professional in the wealth management industry, I have fine-tuned my abilities to excel in managing high-net-worth and ultra-high-net-worth clients, leading teams, boosting revenue growth, exploring new business avenues, and utilizing my exceptional communication, problem-solving, and decision-making skills. My academic credentials comprise a PGDM in Finance/Marketing from the esteemed Institute of Public Enterprise in India, which has provided me with a solid grounding in business development principles.

Experience

Dezerv

Head of Hyderabad

Jul 2023 – Present · 2 yrs 8 mos · Hyderabad, Telangana, India

Jamawealth.com

2 roles

Vice President

Promoted

Sep 2021 – Jul 2023 · 1 yr 10 mos

  • I led the development and implementation of specialized advisory products in both 2019 and 2021,
  • catering to HNI & UHNI clients
  • Strategically expanding our network of channel partners and family offices, we established a solid
  • foundation for our business and successfully grew our assets under advisory
  • In recognition of my exceptional performance and contribution to the company's growth, I was
  • promoted to Vice President in September 2021
  • Collaborated with a PR firm to boost the company's visibility and enhance its brand image
  • Top priority is to establish strong and effective communication with our clients and to deliver
  • exceptional service that consistently exceeds their expectations, ensuring their happiness and complete
  • satisfaction
  • Support the team in monitoring and evaluating their progress towards strategic initiatives, while
  • providing guidance to help them realign and maintain focus as necessary
Private Wealth ManagementFinancial AnalysisTeam LeadershipStrategic Business Advice

Associate Vice President

Aug 2019 – Oct 2021 · 2 yrs 2 mos

Purnartha pms

Wealth Manager - HNI & UHNI

Jun 2018 – Aug 2019 · 1 yr 2 mos · Hyderabad Area, India · On-site

  • Acquisition and onboarding of HNI & UHNI Clients for long-term investments into direct equities
  • Analysing and reconstructing existing portfolios for better returns as a part of client servicing
  • Secured the tag of "Most Promising Talent" for the year 2018
  • Creating wealth for clients as for my own through long-term investing
Equity TradingPortfolio ManagementFinancial Planning

I support farming

Financial Consultant

Jun 2017 – May 2018 · 11 mos · Hyderabad Area, India · On-site

  • Collaborating closely with company promoters, I have successfully identified and engaged potential investors for the company
  • Pitched agriculture business ideas to investors and highlighted the potential for profitability in the sector
  • Evaluated and proposed suggestions to improve the effectiveness of the ongoing fundraising program
Financial AnalysisInvestment Strategies

Mahindra finance

Management Trainee

Jul 2016 – Jun 2017 · 11 mos · Hyderabad Area, India · On-site

  • Primary responsibility is to develop new business opportunities with various dealers in the vicinity
  • Setting up new strategies to develop more business opportunities and managing the portfolio of the branch
  • Improving the market share in non-active/low market share dealers and channels
Business DevelopmentMarket Analysis

Unnati investments (motilal oswal franchise)

Financial Advisor

May 2012 – May 2013 · 1 yr · Hyderabad Area, India · On-site

  • Responsible for preparing research reports on company and macro events
  • Reach out to customers to update them on investment opportunities and share market insights
  • Track major stock indices and currencies regularly to stay updated on market trends
Market ResearchClient Communication

Education

Institute of Public Enterprise

Master of Business Administration (M.B.A.) — Finance and Marketing

Jan 2014 – Jan 2016

Osmania University

Bachelor’s Degree

Jan 2009 – Jan 2012

Gowtham Model School

Jan 2001 – Jan 2005

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