M R Subramanian
@mrsubramanian
Experienced capital markets professional specializing in trading, client relationships, and portfolio management.
IndiaWhat I'm looking for
I am a capital markets and investment banking professional with around 17 years of experience across trading, DP operations, mutual funds and portfolio management for HNI clients. I combine technical know-how of trading terminals (ODIN, NEAT, NEST) and MS SQL with certifications in capital markets, derivatives, EPAT algo trading and insurance.
Throughout my career I have driven client acquisition, margin collection and revenue generation—sourcing a single PMS client worth 25 crore and generating significant branch revenue through targeted recommendations and hedging strategies. I have also acquired 500+ active clients in a financial year through marketing, roadshows and relationship-building.
I focus on risk management, clearing and settlement, KYC and DP processes, and process standardization to improve branch profitability while maintaining strong client relationships and delivering actionable investment advice.
Experience
Work history, roles, and key accomplishments
HLSenior Agency Business Partner
HDFC Life Insurance Ltd.
Feb 2022 - Present (3 years 8 months)
Managing agency business and branch performance, driving sales and distribution growth since Feb 2022 while ensuring compliance and advisor onboarding.
KLManager
Kotak Securities Ltd.
Oct 2012 - Feb 2022 (9 years 4 months)
Managed branch operations, client acquisition and advisory services from Oct 2012 to Feb 2022, acquiring 500+ clients in a year and generating multi-fold revenue growth for the branch.
ILSenior Relationship Manager
ICICI Securities Ltd.
Apr 2012 - Oct 2012 (6 months)
Advised HNI clients on investments and managed relationships and portfolios, providing stock and options recommendations and hedging solutions between Apr 2012 and Oct 2012.
SLJunior Executive
Stock Holding Corporation of India Ltd.
Nov 2009 - Mar 2012 (2 years 4 months)
Handled depository operations, DIS processing, dematerialization/rematerialization, KYC updates and branch operations from Nov 2009 to Mar 2012 to maintain service and process standards.
Junior Executive
SHCIL Services Ltd.
Mar 2007 - Nov 2009 (2 years 8 months)
Managed back-office and operations for depository and trading services between Mar 2007 and Nov 2009, improving documentation and workflow efficiency.
Dealer cum Branch Head
Apollo Sindhoori Capital Investments Ltd
Nov 2005 - Feb 2007 (1 year 3 months)
Led branch trading and client advisory from Nov 2005 to Feb 2007, executing trades, managing margins and growing branch revenue under adverse conditions.
Education
Degrees, certifications, and relevant coursework
Vellore Open University
Master of Business Administration, Business Administration
Pursuing a Master of Business Administration (MBA) from VOU.
ICFAI University
Diploma in Business Basics, Business
Completed a Diploma in Business Basics from ICFAI University.
MUMadurai Kamaraj University
Bachelor of Science, Physics
Completed a Bachelor of Science in Physics from Madurai Kamaraj University.
Availability
Location
IndiaAuthorized to work in
Job categories
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