Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Kavin Kodytuakku

Kavin Kodytuakku

Investment Professional
Wellington,Newlands

Summary

Senior Equity Sales Mentor & Capital Markets Professional | Driving IPO Success and Team Excellence | Seeking Opportunities in MENA region.

Overview

31
31
years of professional experience
1
1
Language

Work History

Business Mentor / Accounting Contractor

Government / Private Sector - New Zealand
09.2020 - Current
  • Collaborated closely with other business mentors to share best practices and continually enhance service quality.
  • Facilitated networking connections between clients and relevant industry professionals, fostering beneficial partnerships.
  • Assisted clients in developing persuasive presentations to secure investor funding or partnership opportunities.
  • Guided entrepreneurs through the process of launching new ventures, ensuring a strong foundation for future growth.

Finance Advisor

Ministry of Justice
10.2021 - 10.2022

As a Finance Advisor at Ministry of Justice - Te Kura Pasifika, I ensure financial stability, operational efficiency, and strategic alignment with the organization's objectives. My responsibilities include financial planning, analysis, stakeholder engagement, and process innovation.

Key Responsibilities

Financial Strategy, Budgeting, and Advisory

Communicate Te Kura’s purpose, strategy, vision, and values to stakeholders.

Provide financial advice to the Director, Team Leader, and project leads.

Develop and oversee budget-setting processes.

Monitor and report on financial performance.

Conduct financial analysis to optimize resource allocation.

Identify and implement process improvements.

Ensure transparency and accountability in budget reporting.

Financial Operations and Compliance

Manage daily financial operations.

Ensure accuracy in financial transactions and compliance with regulations.

Manage relationships with internal and external financial stakeholders.

Provide financial training and support to Pacific stakeholder court staff.

Promote adherence to financial policies and mitigate risks.

Process Improvement and Innovation

Identify and implement improvements in financial systems and procedures.

Lead initiatives to enhance reporting, efficiency, and accuracy.

Leverage insights for cost-saving and improved financial controls.

Relationship Management and Stakeholder Engagement

Build strong relationships with Te Kura Pasifika, Te Kura, Te Tari, and Te Tāhū o te Ture staff.

Engage with stakeholders to ensure transparent and effective financial management.

Act as a trusted partner, providing insights that support sustainability.

General Manager

K-reator 360 (Pvt) Ltd
09.2015 - 10.2018

Develop and execute business strategies to achieve company goals and market growth.

Oversee daily operations, ensuring seamless workflow and service delivery.

Lead and manage cross-functional teams, fostering a culture of creativity and collaboration.

Drive business development initiatives to expand client base and revenue streams.

Manage budgets, financial forecasting, and ensure profitability.

Build and maintain strong client relationships, ensuring high levels of customer satisfaction.

Analyze market trends to inform strategy and maintain a competitive edge.

Implement operational improvements to enhance efficiency and productivity.

Senior Manager

Capital Trust Holdings Limited
07.2010 - 07.2015

Successfully managed and led a team of 20 employees, including one Manager and four Assistant Managers. Personally handled the end-to-end recruitment process—interviewing, hiring, and training all team members to build a high-performing unit from the ground up.

Spearheaded the introduction of a investment company to the market by facilitating Sharia-compliant investment solutions, expanding the firm's product offerings and client base.

Actively represented the organization at the “Invest Sri Lanka Investment Forum – New York” held at the JW Marriott Essex House Hotel in September 2014, engaging with global investors and promoting cross-border investment opportunitie

Manager High Networth Individuals

Capital Trust Holdings Ltd
09.2009 - 07.2010

Provided dedicated investment advisory services to some of Sri Lanka’s top-ranked high-net-worth individuals, delivering tailored solutions and building long-term client relationships.

Successfully introduced an entirely new segment of clientele to the company, significantly expanding the firm’s market reach and client portfolio.

Delivered exceptional revenue contributions, particularly during the 2009/10 financial year, playing a key role in the company’s overall growth and performance during a critical period.

Manager - Institutional Trading

Asia Securities (Pvt) Ltd
01.2003 - 04.2008

Joined Asia Securities as an Investment Advisor and was promoted to Manager – Institutional Trading in 2006, in recognition of strong performance and leadership capabilities.

Honored as the company’s Best Performer in 2006, acknowledging outstanding contribution to business growth and client service.

Entrusted with leading the marketing function for CDAX, Sri Lanka’s first-ever internet-based share trading platform pioneered by Asia Securities in 2003. Through strategic marketing initiatives, successfully increased the number of online users tenfold, growing the platform’s user base to over 4,000 active clients by the time of departure.

Actively participated in key international investor promotion events, representing the company and promoting Sri Lankan investment opportunities in major financial hubs:

Dubai and Abu Dhabi – January 2005

Melbourne and Sydney – October 2005

Auckland and Wellington – November 2005

San Francisco and New York – September 2006

Expanded the company’s international reach by introducing two overseas agents—one based in Australia and another in Malaysia—to drive cross-border business development and client acquisition.

Executive Stock Broker

HNB Stock Brokers (Pvt) Ltd
12.1999 - 12.2002
  • Established long-term client relationships through consistent delivery of high-quality products and services.
  • Enhanced customer satisfaction by streamlining communication channels and improving response times.
  • Developed innovative solutions to complex problems, resulting in improved organizational performance.


Investment Advisor

Forbes ABN Amro Securities (Pvt) Ltd
10.1998 - 11.1999
  • Met with clients to generate new business and negotiate contracts.
  • Contacted potential clients to pursue sales and gather funds.
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.

Investment Advisor

TA Securities (Pvt) Ltd
03.1995 - 09.1998
  • Met with clients to generate new business and negotiate contracts.
  • Contacted potential clients to pursue sales and gather funds.
  • Researched companies and prepared presentations for management and prospective buyers.

Investment Advisor

CDIC Sassoon Cumberbatch Stock Brokers (Pvt) Ltd
09.1994 - 03.1995
  • Contacted potential clients to pursue sales and gather funds.
  • Met with clients to generate new business and negotiate contracts.
  • Generated status reports, brief books and IPO pitches.
  • Participated in continuing education programs to stay current with evolving industry trends, regulations, and product offerings.

Education

Master of Science - Finance

Asia E University
Malaysia
04.2001 -

Skills

Equity & Investment Sales Including IPO and Private Placements
Portfolio Management & Advisory
Client Relationship Management
Financial Market Analysis
Revenue Growth & Business Development

Mentoring & Team Leadership

Accomplishments

Post Graduate Diploma in Applied Management - Nelson Marlborough Institute of Technologies New Zealand.



Timeline

Finance Advisor

Ministry of Justice
10.2021 - 10.2022

Business Mentor / Accounting Contractor

Government / Private Sector - New Zealand
09.2020 - Current

General Manager

K-reator 360 (Pvt) Ltd
09.2015 - 10.2018

Senior Manager

Capital Trust Holdings Limited
07.2010 - 07.2015

Manager High Networth Individuals

Capital Trust Holdings Ltd
09.2009 - 07.2010

Manager - Institutional Trading

Asia Securities (Pvt) Ltd
01.2003 - 04.2008

Master of Science - Finance

Asia E University
04.2001 -

Executive Stock Broker

HNB Stock Brokers (Pvt) Ltd
12.1999 - 12.2002

Investment Advisor

Forbes ABN Amro Securities (Pvt) Ltd
10.1998 - 11.1999

Investment Advisor

TA Securities (Pvt) Ltd
03.1995 - 09.1998

Investment Advisor

CDIC Sassoon Cumberbatch Stock Brokers (Pvt) Ltd
09.1994 - 03.1995
Kavin KodytuakkuInvestment Professional