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Mobile: 9870660681 Email: firstname.lastname@example.org
Add: Flat No 201, Plot No D/66, Komal Society, Sector 10, Shanti Nagar, Mira Road (East) District- Thane -401107
Committed to professionalism and able to work under strict deadline. Possess excellent written and verbal
communication skills and hands on experience on presentations to senior management. Strong command on
MS Office applications like Excel, Power Point
Overall Ability to Manage a team & involved in Strategic Planning, Target Setting, Manpower Planning,
Analysis & Driving Productivity.
1. Oct-2014 till date with Motilal Oswal Securities Ltd, as Asst. Manager (Analytics &
Target Setup Channel wise & Tracking Achievement on various parameters (Revenue, Acquisition,
ARPC, Active Clients, SIP & PMS etc.)
Manpower Planning city wise done for expansion along with cost analysis on the present location &
seats available across group company
Weekly & Monthly Basis Review Presentation for management along with analytics on profitability,
revenue Client behavior, Segment wise, Channel wise, Growth Trend shared
Analysis on various business parameters (TO, Rev, ARPC, Active Clients, Margin..etc) for growth & de
growth at client, channel, branch & region level Shared
Sales, Advisor Productivity Efforts & Results tracked on daily & monthly basis to find the laggards &
reports published for strategic decisions
Conducting weekly & monthly con-call with RH to track business and productivity.
Incentive calculation & Analysis and release the payout.
Business Support & Coordination:
Providing support to various channel head for analysis & data related to team performance & cost
Coordination with HR, Business SPOC, IT, Heads for development of the processes
Training to Sales & Advisors on CRM/CMS
Initiated Super Achiever Process – Branch & Advisor
Incentive structure development in CRM
Branch Auto Dialer for OAO team
Automation of dashboard & various important MIS which are - Efforts & Results for PAN India (Sales,
Advisor & Leadership) across channels & their performance review
Hierarchy Structure in CRM
Client Induction Program
Lead/Prospect movement in CRM
2. April 2009 to Oct -2014 at Angel Broking Ltd.
A. Job profile – Jul 2012 to Oct -2014 as Sr. Executive
Accountabilities & Attainments
Approval of Subscription scheme request for activation using angel In house link
Creating 35 Series A/c for the new Subscription client as well for renewal
Sending EOD JE & EOW file to JV Banking on daily basis (client whose voucher get activate)
Coordination with software team for any system Issues / New system Development /Cost saving
Shifting old code to new code due to change in branch and thereby transferring the balance amt of
OLD client code to new client 35 series a/c.
UAT (User Acceptance Testing) of all the above process and make it lives
MIS & Various Reports:
Checking brokerage rate of the entire active client as per the scheme maintaining MIS of the same
Preparing Activation List and sending it to KYC Team (client whose voucher get activate)
Preparing Inactive client list for brokerage checking after expiry to KYC team
Making Brokerage Reversal to Vallan Report every weekly for All segments file
Prepare data for SEBI inspection and BSE and NSE inspections
ING & Central Bank of India – Client Brokerage sharing process
B. Job profile – Feb 2011 to July 2012 as Executive Operations
Accountabilities & Attainments
Handling SEBI Mandatory Payout Process
Generating Contract notes from Back Office
Generating E Sauda Summary files, reconcile the data with Back office, preparing MIS
Was involved in DP statement & disclosure process
Generating Quarterly Ledger and coordinating with the vendor
Daily co-ordinate with Zen-TECH or others vendors for printing contract notes,E sauda summary, DP
statement, quarterly ledger..etc
MIS & Various Reports:
Making Provision on monthly basis of Quarterly Ledger Statement, E sauda summary, Commodity
Reconciliations with Post office statement/Bills and release payout.
Updating new or change request in software as per the Department requirement in PRMS(Project &
Resource Management System).
Initiated Mumbai region Contract notes Software development.
Doing UAT (User Acceptance Testing) of all the above process and make it lives.
C. Job profile – Apr 2009 to Feb 2011 as Executive - Arbitrage
Coordination with all departments including Risk Management, Banking, Accounts, De mat, Legal, IT,
Mentoring 03 Arbitrage Branches & handle the Arbitrage team of 10 + member and 80 + arbitrager
Handling Risk Management, Pay in & Pay out of Fund & Share under Arbitrage Client Code
Updating of exchange files
Profit & Loss sheet, Fund Utilization sheet, Annualized Return report to top management on expiry of
every valan & on daily basis
Dividend Distribution & Penalty sheet distribution report
Daily Outstanding Position to Arbitrager
ACADEMIA & AVHIEVEMENTS
Pursuing MBA from NMIMS
CS (Company Secretaries) Executive Cleared.
T.Y.B.com from Mumbai University 2009, passed with First class (72%)
HSC from Maharashtra Board 2006, Passed with First class (60%)
SSC from Maharashtra Board 2004, passed with second class (50%)
Cleared NISM-VII series Exam certification from NSE
GEM of the month – July’16 (Motilal Oswal Financial Services)
Computer Skills: Windows 98, 2000, XP/Professional, Internet, MS-office
Date of birth : 6th August 1988.
Marital Status : Married
Hobbies : Listening music, Playing Cricket
I, hereby declare that the above-mentioned particulars are correct to the best of my knowledge.