Experience

NSDL Payments Bank

• India
• Banking
• 1 - 100 Employee

• National Sales Head

  • Mar 2021 - Present

  Mumbai, Maharashtra, India



Knowledge Is Power

• India
• Education Administration Programs
• 200 - 300 Employee

• Regional Business Head

  • Nov 2017 - Mar 2021

  Mumbai, Maharashtra, India



Karvy Stock Broking

• India
• Financial Services
• 700 & Above Employee

• Assistant General Manager

  • Oct 2014 - Nov 2017

  Mumbai, Maharashtra, India Business Development I am playing a leading role in running a Cluster by making the right choices to deliver excellent results and achieve targeted goals. Responsible for the profitability and management of Cluster. • Focusing on achieving customer acquisition, retention and cross sales. • Acquiring franchisee and looking after their Business Model and maintaining their profitability. • Coordinating with Sales, Dealers, Relationship Managers, Back Office and HO staff… Show more Business Development I am playing a leading role in running a Cluster by making the right choices to deliver excellent results and achieve targeted goals. Responsible for the profitability and management of Cluster. • Focusing on achieving customer acquisition, retention and cross sales. • Acquiring franchisee and looking after their Business Model and maintaining their profitability. • Coordinating with Sales, Dealers, Relationship Managers, Back Office and HO staff. • Developing, implementing and maintaining a business plan for the Cluster. • Managing portfolios of Top HNI clients of Cluster and providing them with and high-quality service to ensure full business potential. • Managing the daily activities of the Cluster. • Enforcing the company policies, principles, and procedures. • Inspiring and motivating staff members and mentoring. • Identifying then addressing team training and development needs. • Coaching and developing staff to do more and better. • Adherence to regulatory requirements. • Providing excellent service to customers. • Interpreting, analyzing and producing sales & financial data. • Enhancing awareness of the company branch and brand. • Liaising with the Sales Manager to develop innovative marketing strategies. • Communicating clear business messages to staff. • Responsible for dealing with complex and diverse managerial problems. • Recruitment of Front and Backend Staff. • Risk Management for Clients trades at Cluster level. Show less



Sharekhan

• India
• Financial Services
• 700 & Above Employee

• Senior Branch Head

  • Feb 2008 - Oct 2014

  Mumbai, Maharashtra, India I am playing a leading role in running a successful branch since 6 years by making the right choices to deliver excellent results and achieve targeted goals. Responsible for the profitability and management of branch. • Developing, implementing and maintaining a business plan for the branch. • Acquiring franchisee and looking after their Business Model and maintaining their profitability. • Coordinating with Sales, Dealers, Relationship Managers, Back Office and HO staff… Show more I am playing a leading role in running a successful branch since 6 years by making the right choices to deliver excellent results and achieve targeted goals. Responsible for the profitability and management of branch. • Developing, implementing and maintaining a business plan for the branch. • Acquiring franchisee and looking after their Business Model and maintaining their profitability. • Coordinating with Sales, Dealers, Relationship Managers, Back Office and HO staff. • Focusing on achieving customer acquisition, retention and cross sales. • Managing portfolios of Top HNI clients of Branch and providing them with and high-quality service to ensure full business potential. • Managing the daily activities of the branch. • Maintain regular communication Providing personalized support to clients. Develop close business relationship and fulfilling ongoing trading needs of clients. • Enforcing the company policies, principles, and procedures. • Inspiring and motivating staff members and mentoring. • Identifying then addressing team training and development needs. • Coaching and developing staff to do more and better. • Adherence to regulatory requirements. • Providing excellent service to customers. • Interpreting, analyzing and producing sales & financial data. • Enhancing awareness of the company branch and brand. • Liaising with the Sales Manager to develop innovative marketing strategies. • Communicating clear business messages to staff. • Responsible for dealing with complex and diverse managerial problems. • Recruitment of Front and Backend Staff. • Risk Management for Clients trades at Branch level. Conducted Seminars for training Clients , “Fundamental Analysis of Stocks” , ”Diversify with Commodities in your Portfolio”, , “Options are your Best friends” Conducted Seminars for training Relationship Managers and dealers on “ How to Maximize Brokerage Revenues”, “Customer Satisfaction a Key Initiative for Growth”. Show less



IIFL (India Infoline Group)

• India
• Financial Services
• 700 & Above Employee

• Branch Manager

  • Apr 2007 - Jan 2008

  Training of Staff members about Mutual Funds and other Segments through trainings and Group Discussion. Conducted Seminars for training Clients “How to Trade in Equities “, “Fundamental & Technical Analysis of Stocks” , ”Benefit of Holding Blue Chip Stocks in your Portfolio”, “Planning Future through Mutual Fund and Insurance”. • Self-motivated; able to set effective priorities to achieve immediate and long-term goals, ensure smooth work-flow and meet operational deadlines… Show more Training of Staff members about Mutual Funds and other Segments through trainings and Group Discussion. Conducted Seminars for training Clients “How to Trade in Equities “, “Fundamental & Technical Analysis of Stocks” , ”Benefit of Holding Blue Chip Stocks in your Portfolio”, “Planning Future through Mutual Fund and Insurance”. • Self-motivated; able to set effective priorities to achieve immediate and long-term goals, ensure smooth work-flow and meet operational deadlines. • Excellent interpersonal and communications skills, having dealt with a diversity of professionals, clients, and staff members • Assist in restructuring of work processing; prepare monthly quality analysis reports on team productivity • Sound knowledge of sales projections, budgets, cost-control systems and standardized procedures designed for stable operations and bottom-line profits. • Expertise in staffing, training, motivation and evaluation of personnel to assure adherence to quality service, product specifications, and customer satisfaction. • Client servicing, retention & growth of customer base. • Sourcing business through corporate & promotional activities. • Dealing with HNI clients. • Increasing revenue for the company. • Providing consultation for Portfolio Management Services. Show less



Indiabulls Asset Management

• Manager

  • Jul 2006 - Apr 2007

  Trained Junior Staff on “Basis of trading and Investing”, & “How to Leverage through Derivative Segment”. • Acquiring new clients. • Client servicing, retention & growth of customer base. • Sourcing business through corporate & promotional activities. • Dealing with HNI clients. • Increasing revenue for the company. • Providing consultation for Portfolio Management Services. • Advising clients for new investment scheme. • Continuously rapport building with clients. •… Show more Trained Junior Staff on “Basis of trading and Investing”, & “How to Leverage through Derivative Segment”. • Acquiring new clients. • Client servicing, retention & growth of customer base. • Sourcing business through corporate & promotional activities. • Dealing with HNI clients. • Increasing revenue for the company. • Providing consultation for Portfolio Management Services. • Advising clients for new investment scheme. • Continuously rapport building with clients. • Updating Clients with latest market research. • Handling all kinds of Inspection & Audit conducted by Depositories. • Handling all the Compliance part of depositories with guidelines as per SEBI various compliance reports submitted to CDSL and NSDL on monthly as well as yearly basis. Show less



Angel One

• India
• Financial Services
• 700 & Above Employee

• Manager

  • Feb 2003 - Jul 2006

  Mumbai KEY ACCOMPLISHMENTS: Managed complete operation by handling the team of Relationship Managers and dealers. Successfully Administered the profitability of branch Implemented proper planning to achieve Risk Planning and Profitability. Key Responsibilities : • Acquiring new clients. • Client servicing, retention & growth of customer base. • Sourcing business through corporate & promotional activities. • Dealing with HNI clients. • Increasing revenue for the… Show more KEY ACCOMPLISHMENTS: Managed complete operation by handling the team of Relationship Managers and dealers. Successfully Administered the profitability of branch Implemented proper planning to achieve Risk Planning and Profitability. Key Responsibilities : • Acquiring new clients. • Client servicing, retention & growth of customer base. • Sourcing business through corporate & promotional activities. • Dealing with HNI clients. • Increasing revenue for the company. • Providing consultation for Portfolio Management Services. • Advising clients for new investment scheme. • Continuously rapport building with clients. • Updating Clients with latest market research. • Handling all kinds of Inspection & Audit conducted by Depositories. • Handling all the Compliance part of depositories with guidelines as per SEBI various compliance reports submitted to CDSL and NSDL on monthly as well as yearly basis Show less