DIVYA VANI KOLA
HYDERABAD
Summary
Motivated Wealth Manager with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Regional Customer Service Manager
SHRIRAM FINANCE LIMITED
HYDERABAD
02.2025 - Current
- Oversaw complaint resolution processes, ensuring timely and effective responses.
- Collaborated with cross-functional teams to address customer service issues promptly.
- Resolved escalated customer complaints through effective communication and problem-solving.
- Documented and tracked complaint resolutions using internal management systems effectively.
- Identified needs of customers promptly and efficiently.
Wealth Manager
NUVAMA WEALTH MANAGEMENT
Hyderabad
01.2024 - 02.2025
- Provides comprehensive financial services to clients, including investment advice, tax planning, estate planning, and more
- Reach out to high net worth customers to reach the book size of the AUM
- Selling of PORTFOLIO MANAGEMENT SERVICES, AIF, CORPORATE FD'S Income and All Insurance, Assets and Liability also selling Credit card, DMAT account, Mutual fund with Cross and Up sale also
- Technical knowledge, strategic thinking, and interpersonal skills to effectively manage and grow clients' wealth.
Branch Sales Manager
HDFC Bank
Hyderabad
03.2023 - 12.2023
- Handling a team of sales officers for getting New to Bank Customers and high net worth customers to reach the book size of the bank
- Selling of all Banking Product CASA, NTB Values, Income and All Insurance, Assets and Liability also selling Credit card, DMAT account, Mutual fund with Cross and Up sale also
- Generating leads from Portfolio and references
- Having knowledge about Operations work and Sales.
Deputy Manager
Kotak General Insurance
Hyderabad
05.2021 - 01.2023
- Managed a team of 8 sales representatives across 5 branches resulting in a 25% increase in regional sales revenue
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter
- Plan, direct, or coordinate the activities of workers in branches, offices, or departments of establishments, such as branch banks, brokerage firms, risk and insurance departments, or credit departments
- Prepare financial or regulatory reports required by laws, regulations, or boards of directors
- Oversee the flow of cash or financial instruments
- Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions
- Plan, direct, and coordinate risk and insurance programs of establishments to control risks and losses
- Review reports of securities transactions or price lists to analyze market conditions
- Direct insurance negotiations, select insurance brokers or carriers, and place insurance.
Financial Services Consultant
ICICI Prudential Life Insurance Company
Hyderabad
04.2018 - 02.2021
- Determine customers' financial services needs and prepare proposals to sell services
- Contact prospective customers to present information and explain available services
- Sell services or equipment, such as trusts, investments, or check processing services
- Prepare forms or agreements to complete sales
- Develop prospects from current commercial customers, referral leads, or sales or trade meetings
- Review business trends to advise customers regarding expected fluctuations.
Education
B.TECH -
JNTUK
01.2018
INTERMEDIATE -
P.B.N COLLEGE
01.2014
SSC -
M.P.L HIGH SCHOOL
01.2012
Skills
- Wealth Management
- Sales Management
- Business Development
- Leadership
- Customer Relationship Management
- Life & General insurance
- CASA
- Portfolio diversification
- Portfolio and asset management
- Retirement planning
- Portfolio Management
- Investment strategies
- Financial Planning
- Customer service management
- Escalation handling
- Financial analysis
- Complaint handling
- Cross-functional team leadership
Certification
- IRDAI
- AMFI
- PMS
Personal Information
- Date of Birth: 12/05/97
- Marital Status: Single
Timeline
Regional Customer Service Manager
SHRIRAM FINANCE LIMITED
02.2025 - Current
Wealth Manager
NUVAMA WEALTH MANAGEMENT
01.2024 - 02.2025
Branch Sales Manager
HDFC Bank
03.2023 - 12.2023
Deputy Manager
Kotak General Insurance
05.2021 - 01.2023
Financial Services Consultant
ICICI Prudential Life Insurance Company
04.2018 - 02.2021
B.TECH -
JNTUK
INTERMEDIATE -
P.B.N COLLEGE
SSC -
M.P.L HIGH SCHOOL