Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Publications
Licensures And Certifications
Timeline
Certification
Generic
CHETAN PRAKASH KASLIWAL

CHETAN PRAKASH KASLIWAL

Jalgaon,MH

Summary

I am a results-driven and insightful senior management professional with a 21-year track record in branch operations, sales management, and business development in the broking and financial services sectors. I excel at devising strategic initiatives that drive revenue growth, enhance operational efficiency, and build strong client relationships. I have a proven reputation for leading diverse teams, consistently surpassing sales targets, and thriving in dynamic, high-pressure environments. Productive Cluster Manager with over 2.5 years of experience. Lengthy financial track record with expertise in sales and budgeting. Implements quality recruiting and training practices by creating inviting work environments and supportive teams. Cluster management professional prepared to bring wealth of experience to role. Known for enhancing operational efficiency and driving team success. Strong focus on collaboration and achieving results, with flexibility to adapt to changing needs. Key skills include strategic planning and team leadership.

Overview

26
26
years of professional experience
3
3
Languages
1
1
Certificate

Work History

Cluster Manager Grade - AVP

Kotak Securities Ltd.
12.2022 - Current
  • Oversee operations across 5 branches, managing Equity, Commodities, Currency, & TPP products
  • Lead & supervise a team of 40 professionals, ensuring optimal resource utilization & maintaining rigorous sales target monitoring
  • Spearhead customer acquisition & retention initiatives while developing & executing corporate strategies & business plans
  • Conduct competitor analyses & monitor market trends to implement effective countermeasures, ensuring sustainable growth

Business Manager, ROMG Zone (Commodities, Currency & TPP Products)

Religare Securities Ltd.
06.2018 - 12.2022
  • Manage operations for 18 branches (Maharashtra Region excluding Mumbai) while supervising a team of 84 professionals
  • Formulated & implemented the Annual Operational Plan (AOP) to drive revenue & profitability
  • Conduct comprehensive domestic & international market analyses, leading to innovative business development strategies
  • Liaise with branch managers & RM dealers to secure new accounts & expand relationships with existing clients
  • Monitor branch performance & ensure adherence to compliance policies through daily supervision of dealing activities

Senior Branch Manager

Religare Securities Ltd.
11.2012 - 06.2018
  • Directed branch sales operations, achieving a 300% year-on-year increase in revenue
  • Enforced company policies & developed strategies to enhance branch profitability
  • Mentored & trained staff, significantly improving operational efficiency & customer service

RM Sales Manager

Religare Securities Ltd.
11.2010 - 11.2012
  • Focused on building strong client relationships & executing targeted sales strategies to enhance business performance

Equity Dealer (Executive)

Religare Securities Ltd.
10.2005 - 11.2010
  • Initiated & executed equity trading operations with a strong emphasis on accuracy & regulatory compliance

Equity Market Dealer

Amaya Securities P Ltd.
04.1999 - 09.2005
  • Developed foundational expertise in equity markets, honing skills in trading & market analysis through direct exposure

Education

MBA - Marketing

Yashwantrao Chavan Open University
Nasik, Jalgaon

Bachelor of Commerce - undefined

North Maharashtra University

Skills

Broking & Sales Management

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Accomplishments

  • Recognized as Best Manager of the Year in FY12–13, 14–15, & 16–17, & awarded Manager of the Month in 2012.
  • Mobilized funds & investments worth Rs.70 cr from HNIs, achieving a 300% YOY revenue increase.
  • Earned company-sponsored international tours to destinations including Dubai, Tashkent, Singapore.
  • Successfully implemented market & competitor analyses that significantly enhanced branch positioning & profitability.

Personal Information

Date of Birth: 11/06/82

Publications

  • Investment Options in Mutual Fund under U/s 80C, Daily Lokmat, 02/01/15
  • Stock Market Future, Daily Lokmat, 01/01/14

Licensures And Certifications

  • NISM-Series-V-A: Mutual Fund Distributors Certification Examination
  • NISM-Series-XV: Research Analyst Certification Examination (English)
  • NISM-Series-VIII: Equity Derivatives Certification Examination
  • NISM Series I: Currency Derivatives Certification Examination
  • IIBF - Certified Wealth Manager

Timeline

Cluster Manager Grade - AVP

Kotak Securities Ltd.
12.2022 - Current

Business Manager, ROMG Zone (Commodities, Currency & TPP Products)

Religare Securities Ltd.
06.2018 - 12.2022

Senior Branch Manager

Religare Securities Ltd.
11.2012 - 06.2018

RM Sales Manager

Religare Securities Ltd.
11.2010 - 11.2012

Equity Dealer (Executive)

Religare Securities Ltd.
10.2005 - 11.2010

Equity Market Dealer

Amaya Securities P Ltd.
04.1999 - 09.2005

MBA - Marketing

Yashwantrao Chavan Open University

Bachelor of Commerce - undefined

North Maharashtra University

Certification

CM - Certified Manager Certification

CHETAN PRAKASH KASLIWAL