Krishna Rao

CEO

Mumbai, Maharashtra, India33 yrs experience
Most Likely To SwitchHighly Stable

Key Highlights

  • 20 years of experience in Capital Markets and Wealth Management.
  • Proven track record of year-on-year business growth.
  • Expertise in managing diverse financial portfolios.
Stackforce AI infers this person is a seasoned professional in Capital Markets and Wealth Management.

Contact

Skills

Core Skills

Capital MarketsWealth ManagementStock BrokingEquityCommodityBrokingRetail Broking

Other Skills

AdvisoryBusiness DevelopmentPortfolio ManagementMutual Fund AdvisoryCorporate BrokingCurrencyStructured ProductsBroking BusinessOffline BrokingOnline TradingMargin TradingFinancial AdvisoryPortfolio StrategyBusiness Relationship ManagementEquities

About

1. An accomplished professional with 20 years experience in Capital Markets, Business Development , Start Up Plans, Industry Analysis, Business Models, Advisory Services, portfolio Management, Wealth Managment and Capital Markets Advisory 2.Adept at following financial procedures; adopting emerging trends, addressing industry requirements to achieve organizational objectives & profitability norms. 3. Successfully managed Business Operations as well as achieved year on year growth in business and revenue and project targets across assignments. 4. Acquired experience in delivering insights on opportunities, highlighting current and future trends considering all the technical and market aspects. 5. Significant experience in contributing to organizational success by managing, reviewing and undertaking appropriate Trading activities for clients; consistent with the investment philosophy, investment guidelines and client needs. 6. Strong knowledge of Equity Markets and experience of portfolio management at a leading Investment Management Organization & an understanding of the risk management process in the commodity industry required. 7. The wealth of expertise covers exposure to Global Stock Markets. 8. Enterprising leader with a solid record of contributions leading to lowered risk, heightened productivity & enhanced internal controls.

Experience

33 yrs
Total Experience
5 yrs 6 mos
Average Tenure
9 yrs 11 mos
Current Experience

Jm financial

2 roles

Managing Director

Promoted

Aug 2019Present · 6 yrs 10 mos

  • Head for capital Markets, Advisory, Business Development, wealth Management Services, Portfolio Management and Lending Business.
Capital MarketsAdvisoryBusiness DevelopmentWealth ManagementPortfolio Management

Executive Director

Jul 2016Aug 2019 · 3 yrs 1 mo

  • Broking Business, Capital Markets advisory, Portfolio Management, Wealth Management Business and Lending Business
Capital MarketsAdvisoryPortfolio ManagementWealth Management

Kotak securities

4 roles

Executive Vice President

Jun 2014Jun 2016 · 2 yrs

  • Specialise in Wealth Management. Stock Broking, PMS services. Mutual Fund Advisory, Corporate Broking and Retail Broking.
Wealth ManagementStock BrokingMutual Fund AdvisoryCorporate Broking

Senior Vice President

Promoted

Mar 2009Jun 2014 · 5 yrs 3 mos

  • Regional Head : West and South India
  • Products : Equity, Commodity, Currency, Structure Products,
  • Network : Branches, Franchisee and Banking Channel
EquityCommodityCurrencyStructured Products

Vice President

May 2007Sep 2009 · 2 yrs 4 mos

  • Regional Manager - South India - Kotak Securities - Borking Business.
Broking BusinessBroking

Associate Vice President

Mar 2001May 2004 · 3 yrs 2 mos · Greater Hyderabad Area

  • State head for AP,
  • Started Kotak Securities retail for AP
  • Introduced First time online trading for AP Market
  • Introduced Margin Trading for Retail Markets
  • Captured Market dominance in this period
  • Become First State Head to Cross 1 Cr brokerage @ month
  • AP Become the first state to cross 12 Cr Top line for 2003
Retail BrokingOnline TradingMargin Trading

Kotak securities limited

Vice President

May 2004Jun 2007 · 3 yrs 1 mo · Bangalore

  • Heading Kotak Securities For South - 1, Karnataka and AP for Offline Broking business
Offline BrokingBroking

Gujarat guardian limited

Area Manager

Oct 1994Mar 2001 · 6 yrs 5 mos · Baroda, New Delhi, Chennai and Pune

  • Gujarat Guardian..was the Multinational Organization in the field of Manufacturing Float Glass in India. This was Joint Venture Between Modi Rubber and Guardian Inc. USA. THe manufacturing facility is in Guajarat and the products are sold under the Brand Name of Modiguard....

Seagram

Management Traniee

May 1993Oct 1994 · 1 yr 5 mos

Education

Indian School of Business

General Managment Program

May 2021Mar 2022

Bhartiya Vidya Bhawan

PGDM — Marketing

Jan 1993Jan 1994

Osmania University

Jan 1991Jan 1993

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