Bijal Shroff

Career Summary

Proactive stock broker with extensive experience representing the final objectives of different types of clients.Provided services to individuals and NRI clients alike. Adept at multitasking and developing meaningful strategies to meet the precise objectives of individual clients.

• Develop and maintain customer base.
• Create and update clients Financial plan according to individuals short and longterm goals.
• Acquire new customers on an ongoing basis.
• Analyze the changes in client’s financial status.
• Provide information on fixed income guidance and customize strategies to customer.
• Work with small accounts and provide buying power.
• Look after on leads from potential customers.

• Cultivated relationships with 20+ Ultra-HNI new clients, their companies and family-offices to manage their investment portfolios and find synergies with other businesses of Emkay group.
• · Managed an AUM of 100 crore 20 clients; raised an additional 10crore Mn during the despite the market crisis as well as garnered the highest wallet share from a client, making it one of the largest clients of Emkay.
• · Tailored investment strategies for the clients based on their risk-profiles; created asset-allocation plans including tax-efficient instruments like market linked debentures and debt ETFs vs. traditional fixed income assets like fixed deposits and bonds.
• · Built a network of 50+ clients leveraging internal and external relationships for business-development and cross-selling.
• · Analyzed current and future potential trends of the Indian financial markets to estimate revenue from various investment opportunities for clients; evaluated cost and earnings for investment products.
• · Assessed risk-appetite and expectations of HNI clients to understand their risk appetite; presented investment strategies to increase diversification and reduce unnecessary risk in their portfolios.

· Generated a lead data base of HNI'S and corporates through cold calling and personal references to increase reach.

· Negotiated with clients to get them on board :converted 8% leads into clients, consistently exceeding client acquisition targets.

· To understand risk profile of clients and recommend suitable stock portfolio. To update clients of changes in stock recommendations.

· To advise the branch and franchise clients for direct (EQUITY and DERIVATIVE) trading/ investments.

· Achieving brokerage income targets on monthly basis, by pushing sales through EQUITY/DERIVATIVES Research calls to all the existing clients.

· Research on select business areas such as market size estimation studies, industry analysis, competitive analysis and detailed company analysis.

· Preparing Research reports.

· Analyzing daily report and preparing MIS related to the same.

· ,Monthly and daily basis target achievement report.

Filing tax return for individuals, corporate clients and charitable trusts.