Deepak Bej
Hyderabad
Summary
Dynamic Sr. Wealth Manager with proven success at UV Wealth Pvt Ltd, adept at managing HNI portfolios and driving revenue growth. Skilled in team leadership and strategic planning, I excel in customer service and problem-solving, achieving significant AUM increases while fostering collaboration and delivering exceptional client experiences.
Overview
13
13
years of professional experience
Work History
Sr. Wealth Manager
UV wealth pvt Ltd
12.2024 - Current
- Acquiring and managing HNI, UHNI and corporate clients for AIF, PMS, Unlisted and insurance
- Revenue management from Broking (having an AUM of 50cr in Equity /Capital markets)
- Good hands-on experience in team handling
Branch Head
Choice Equity Broking Private Limited
06.2023 - 12.2023
- P&L management of cost center (achieved 5x from direct channel business)
- Implementing new Sales strategy, Growth and expansion across state
- Recruitment of large team of sales and dealers
- Managing HNI and UHNI portfolio (Onboarding, Servicing and revenue management) (Handling AUM OF 50CR PLUS)
- Developed a book size of 25cr in unlisted space
- Focusing and promoting PMS, AIF, Insurance and other third-party products
Branch Head
Bajaj Financial Securities Limited
Bhubaneswar
08.2021 - 04.2023
- Branch P&L management with profitability of Branch after cost allocation
- Managing and developing the AUM of branch and MTF book size of 100 cr plus
- Recruiting Sales managers and dealing managers and working closely with them for recruitment and profitability of every Cost center
- Branch budgeting, Cost management, Hiring and retention Training and development
- Sales planning and working with different channels for product development and strategy
- Managing HNI and corporate for revenue and profitability
- Aligning with HO for different strategy for development of biz
- Zero tolerance to compliance (Pre and post trade and non-trade related)
Branch Manager (Sr Branch Manager)
Aditya Birla Capital Limited
Hyderabad
03.2020 - 07.2021
- Responsible for ensuring customer experience in the branch is the best on the high street
- Generating new business from customers, Branch P&L management, budgeting, recruiting, and reducing attrition ratio
- Getting the best results out of a team
- Co-coordinating promotional activity, analyzing competitor activity
- Ensuring that the legislation and regulations concerning health and safety including fire regulations are complied with
- Looking after the safety of employees and customer
- Generating customer footfall
- Soliciting feedback from subordinates and team members to identify any branch shortcomings
- Participating in and contributing to any branch manager's meetings
- Making sure the branch is adequately staffed to achieve set goals
- Developing targets for the branch
- Implementing long term plans (2 years, 5 years and 10 years plan)
- Organizing induction training for new staff members
- Resolving and customer issues in a timely and professional manner
- Ensuring the security of the branch
Manager
Kotak Securities Limited
10.2016 - 02.2020
- Handling team of dealers and RM, in commodity and currency
- Responsible for revenue achievement of branch, branch cost management branch budgeting
- Arranging team meeting, discussing sales and dealing KRA policy among team, Initiating sales drive for new commodity currency a/c
- Taking care of client open positions, portfolios, margin shortfalls, margin reporting to risk team
- Servicing existing clients and taking care of their issues
- Advising the client on their trades taking inputs from the research desk
- Responsible for revenue generation from existing client and motivating clients to trade
- Coordinating with H.O for client UCC file reporting in mcx and Ncdex, client issues, leverage setups
Dealer (Commodity COE Desk)
Aditya Birla Commodity Broking Ltd.
10.2013 - 05.2016
- Advising clients on the intra-day and positional trades
- Regular client meets, dealing in NEST terminals, Client servicing, reactivation
- Looking at client pay in and pay out status, working on client queries, grievances
- Understand the financial market (Commodity, Equity, Currency, bonds, forex, and money market)
- Share Business development ideas with 'Area manager/Zonal Head'
- Doing workshops, attending exchange conference for commodity business development
Senior Relationship Executive: Investment Advisory Desk
Karvy Comtrade Limited
Hyderabad
04.2012 - 09.2013
- Advising to the corporate client and franchisees on their investment needs and drawing different strategies for revenue generations
- Attending regular conference with the research team for better understanding of global economic outlook
- Providing training to the newly joined employees on financial markets
- Handling all types of queries to clients through mailers, phones
- Giving presentations on the articles relating to business development
Education
Post graduate programme - investment banking and capital markets
IIM-VISAKAPATANAM
03.2025
B. Com - Accounting Hons
Dhenkanal Autonomous College
Odisha01.2009
Intermediate - Commerce
CHSE
Orissa01.2006
Matriculation -
Dasarathi Mishra High School
Dhenkanal, Orissa01.2004
Skills
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Attention to Detail
- Flexible and Adaptable
- Excellent Communication
- Critical Thinking
- Organizational Skills
- Active Listening
- Decision-Making
- Friendly, Positive Attitude
Disclaimer
Above-mentioned information is true to the best of my knowledge.
Hobbies and Interests
- Playing cricket
- Reading
- Travelling
- Watching YouTube (social experiments, motivational videos, pranks, movies etc.)
Timeline
Sr. Wealth Manager
UV wealth pvt Ltd
12.2024 - Current
Branch Head
Choice Equity Broking Private Limited
06.2023 - 12.2023
Branch Head
Bajaj Financial Securities Limited
08.2021 - 04.2023
Branch Manager (Sr Branch Manager)
Aditya Birla Capital Limited
03.2020 - 07.2021
Manager
Kotak Securities Limited
10.2016 - 02.2020
Dealer (Commodity COE Desk)
Aditya Birla Commodity Broking Ltd.
10.2013 - 05.2016
Senior Relationship Executive: Investment Advisory Desk
Karvy Comtrade Limited
04.2012 - 09.2013
Post graduate programme - investment banking and capital markets
IIM-VISAKAPATANAM
B. Com - Accounting Hons
Dhenkanal Autonomous College
Intermediate - Commerce
CHSE
Matriculation -
Dasarathi Mishra High School
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