Ahmedabad, Gujarat, India
I have 19 years of rich experience the field of broking industry / product development/ business management from bottom to top level management passionate to work with decision making roal.core strength stomach relationship building and marketing strategies for new enhancement roal
Managed the West II region, overseeing 704 branches with a team of 67 members. Achieved 200% growth in client acquisition and 400% revenue growth through strategic initiatives and collaboration with banking partners. Launched a training program boosting acquisition by 110% and improving bank-channel synergy FY 2024–25. Consistently led PMS AUM collections nationally for 5 years, contributing 40–50% of the average.
Drove business development and advisory across verticals; exceeded sales targets. Conducted product and vertical-wise analysis to create market strategies. Built and nurtured high-performing sales teams.
Managed two branches and 20 franchisees with a team of 10–13 members. Increased equity product penetration and enhanced client advisory services. Led daily brokerage contributions and client engagement through education and strategy workshops.
Developed trading platform features based on client feedback, increasing engagement by 35%. Conducted training for 1500 staff and clients on trading strategies and soft skills. Boosted franchise business by 40% YoY through onboarding, training, and support.
Provided financial solutions across equity, mutual funds, insurance, and banking. Led client training on digital platforms and financial planning initiatives.