Experience

Cogniz Capital
• India
• Investment Management
• 1 - 100 Employee
• Chief Executive Officer

  • Nov 2012 - Present


Destimoney Securities Ltd

• India
• Financial Services
• 300 - 400 Employee

• Vice President & Head - Wealth Management(South & East Zone)

  • Jul 2009 - Oct 2012

  Spearheading a team of 120 team for channels Investment , Insurance, Mortgage , Wealth Management, Gold, Venture Fund, Corporate Debt Financing, Asset management Advisory & Health Products across 10 Units at , Hyderabad, Vizag, Bangalore, Chennai, Delhi & Orissa Successfully completed Phase 1 of ' The ECONOMIC TIMES Young Leaders 2012 ' in Sept 2012. Spearheaded the successful acquisition of a Rs 110 Cr in Life Insurance & Rs 6.5 Cr in Wealth management at IIFL & Destimoney Securities Pvt Ltd. This resulted in improved capacity of Manpower & Net Profit Margins at 10-15%. Developing an on-going future business plan to secure Rs 18 Cr Revenue in Institutional Business, Wealth Management and Financial Investments during difficult Economic conditions. Prepared a Research Report on Indian Wealth Banking - Opportunities & Threats 2012 . Developed highly effective Financial Planning & Elite Wealth Program & completed 250 (ASM) & 1100 Financial Officer Training . Recognized as Emerging Leader for Profit & Growth & was awarded with Mauritius Trip within 4 months Of joining the Organization & was rewarded with ESOP for FY 2009-10 contribution. Business Startup - Execute Strategies For Product Positioning, Market Research Data , Customer Acquisition, Skilled Team, Risk Analysis-SWOT, Optimize Product potential, Acquire Niche Markets, Competitor Study & Profitable Cash Flow . Launched ' Elite Wealth Management ' for UHNI clients with Structured Debt & Financial Products Portfolio structure with Real Estate, International Mutual Funds, Venture Funds, Equity, Debentures, Bonds, Corporate FD,ULIP, Preferential Equity, Gold, etc. Research Analysis on Banks Performance & Financial Status , Gold Investments , Financial Analysis of Various Sectors like Retail, Infra, Real Estate, Automobile,FMCG, Pharma, Education, Jewellery & Manufacturing. Show less



IIFL (India Infoline Group)

• India
• Financial Services
• 700 & Above Employee

• Vice President

  • Jan 2004 - Jul 2009

• Vice President & Business Head North Region ( 2008 - 2009 ) & South Zone ( 2006 - 2008

  • Oct 2003 - Jul 2009

  Spearheading a team of 840 for North Zone's Business - Investment , Insurance, Equity Service & GI Products across 5 States, viz., Delhi City/NCR , Haryana, UP, Uttranchal, Punjab & Rajasthan.Joined as Executive - Financial & then was promoted as TL, BM , AM , AVP & VP - South managing DistributionBusiness @ South/East Zone with AP, Bangalore,Chennai & Orissa. Assignments was to take care of Life Insurance ,GI Client Acquisitions, Wealth Management & Mutual Funds for South & East Region . Accountable to manage Operations & Business Acquisitions for ICICI Prudential Life,Max New York Life,Met Life & Reliance Life apart to General Insurance & Mutual Fund Companies.To manage the sales , operations & the administration to help with the development of new business and retention of existing business, within the group of financial services sales activates.Manage and control the Branches, Territories, Individual Asst VP , Regional Managers, Area Manager & Senior Financial Managers , HR , Admin, Legal , Operations & Accounts, ensuring that agreed objective and target are achieved, and motivating, developing and controlling the team including recruiting new Financial Consultants.Instrumental to start the DM channel at Hyderabad & take it to South zone with presence at AP, Karnataka, Tamil Nadu & Orissa . Business grew from Rs 3 Crore to Rs 32 Crore at South within 4.5 years of inception.Accredited with Gross Volume Rs 92 Crores in Life Insurance , 1.25 Crores in GI , 10 Crores in Mutual Fund & Fixesd Income products in 5.5 years assignment as VP – South & Head – North at IIFL .Build a Successful & Highly Profitable Branch network at 25 locations in 14 cities under Bharat Nirman .Specialized & Created a HNI Team which acquired more than 1450 Client Investments in Rs 2 -5 Lakh band & bagged the Highest Insurance Premium of Rs 80 Lakhs from a Chairman of Biotech Company in FY 2006-07. Show less