Jagdish dutt
Senior Branch Manager at arham share consultants pvt ltd- Claim this Profile
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Bio
Credentials
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NISM
NSEOct, 2017- Oct, 2024
Experience
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arham share consultants pvt ltd
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India
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Capital Markets
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1 - 100 Employee
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Senior Branch Manager
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Sep 2017 - Present
☆ Business Expansion, Revenue generation, Cooperate & HNI Sale, Operation, Risk & Compliance in all segments in Gujarat region. ☆ Direct team handling of 2 Sales Manager & 8 RM with branches. ☆ Region target achieve as per business plan & company KRA budgeting achievement. ☆ Aggressively working on new Cooperate & HNI client & sub broker acquisition As per below mention product:- ▪Equity ▪Currency ▪Commodity ☆ Recruitment selection with Building & leading RM-sales team, managers, franchise manager as per cost sheet. ☆ Achieving Team commitment as per company format on MOM. ☆ Resolving all customer complaint and compliance issue asap as per requirement. ☆ Meeting with Ultra & Super HNI client for investment purpose. ☆ Main MIS for team direct revenue bifurcation. ☆ Preparing MIS performance report MOM basis to know sub broker, RM-sales team, branch & region actual sales, fresh margin, revenue, profitability & shortfall. ☆ Weekly meeting team mates for open communication, planning, strategies, strength weakness with sub broker actual market negotiations, motivation knowledge of new offering of company. ☆ Monitoring all risk and compliance issue as per company requirement & settlement. ☆ Generating HNI & sub broker lead through data working calling and new data shifting. ☆ Responsible for identifying sub broker, client & Staff needs for better result. ☆ Providing client investment options within the product range being offered by the Company to sub broker, RM-sales team, and retail & HNI client. ☆ Implement new plan, strategies & Contest for more active participation to develop business of segment as per company requirement. ☆Weekly and monthly meeting with team members, DTD on daily basis for performance file. Show less
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Grovalue Group
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India
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Investment Management
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1 - 100 Employee
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Branch Manager
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May 2015 - Aug 2017
Handling total 25 Persons Teams in Ahmedabad. To manage a team of Relationship managers and Assistant Relationship managers. Meet the revenue targets as assigned. Acquire new costumers. Follow the structured Sales process. Advise clients for their investment needs and maintain their portfolio through the defined advisory process. Recruiting and training Sales staff. Supervising, motivating and monitoring team performance. Allocating areas to sales executives. Setting budgets/targets. Liaising with other line manager. Liaising with customers (which may include actual selling). Maintaining detailed knowledge of the company product of services. Show less
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SSJ Finance & Securities
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Financial Services
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100 - 200 Employee
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Branch Manager
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Oct 2010 - Apr 2015
Handling total 2 manager and 15 RM in Ahmedabad. Meet the revenue targets as assigned. Acquire new Retail And HNI customers. Follow the structured Sales process. Advise clients for their investment needs and maintain their portfolio through the defined advisory process. Recruiting and training Sales staff. Supervising, motivating and monitoring team performance. Allocating areas to sales executives. Setting budgets/targets. Maintaining detailed knowledge of the company product of services. Show less
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Education
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2007 - 2010
Gujarat University
Bachelor of Arts - BA, Marketing
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