Deepesh Mathur
Financial Service Industry
Ahmedabad
Summary
Dynamic professional with over 20 years of experience in the financial services industry, including more than 14 years in branch management. Proven track record of enhancing operational efficiency, driving growth, and fostering collaborative team environments. Recognized for adaptability to evolving challenges and a strong aptitude for effective problem-solving, with expertise in strategic planning, customer service excellence, and financial oversight. Dedicated to compliance and leadership in KYC-AML practices, effectively navigating complex regulatory landscapes while delivering exceptional results.
Overview
20
20
years of professional experience
10
10
Certifications
3
3
Languages
Work History
Branch Manager
Stock Holding Corporation of India Limited
01.2025 - Current
- Promoted and Transferred to Gandhinagar Branch as Branch Manager on 17 January 2025
- Leading the New Branch with new Role and Responsibilities.
- Handholding and managing more than 150 eStamping Authorized Collection centers across Gandhinagar District.
- Exploring opportunities in GIFT City Gandhinagar and GIDC for acquisition of Corporate as well as Retail clients.
- Leading and Motivating branch employees for achieving all the Targets given to Branch.
- Generating revenue from new Business acquisitions without any deviation in Audit and Compliances parameters issued by Regulatory Bodies. Sensitize team members on regular interval regarding Audit and Compliance.
- Conducting Surprise Audit of eStamping Authorized Collection centres across Gandhinagar District and submitting audit report to appropriate authorities
- Guiding branch team members to have Customer centric approach, to give better and prompt service, which will help in generating referral business opportunities.
- Opened Foreign /Overseas Body corporate Demat Accounts along with ISIN Creation of Corporates.
- Conducting NPS and Investment awareness Programmes for corporates.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Branch Manager
Stock Holding Corporation of India Limited
06.2018 - 01.2025
- Successfully established the Satellite Branch, achieving break-even.
- Achieved over 100% of monthly targets in various financial products.
- Educated and guided clients for onboarding digital platforms, resulting in increased digital adoption.
- Expanded business through community events and activities, attracting new clients.
- Lead and developed an effective team, emphasizing motivation, communication, and performance management.
- Ensured strict adherence to compliance guidelines, resulting in no deviation remarks by auditors.
- Empanelled new Business Associates for increased business volume and client acquisition.
Branch Manager
Stock Holding Corporation of India Limited
06.2015 - 05.2018
- Executed and analysed marketing campaigns across traditional, social, and digital media.
- Developed networks within the industry for client references.
- Acquired corporate clients, including LIC, AMUL, GCMMF.
- Organized investor awareness programs and convinced AMUL to invest in Mutual Funds through Stock Holding, significantly increasing branch AUM.
- Provided comprehensive financial plans and marketed appropriate investment solutions to clients.
- Attended financial advisor trainings for continuous education.
Branch Manager
Stock Holding Corporation of India Limited
03.2011 - 05.2015
- Successfully established Ahmedabad-Ashram Road branch, profitable from the first year.
- Managed e-Stamping business for PSU Banks across Gujarat and conducted regular training sessions.
- Maintained a healthy and motivating atmosphere at the branch, contributing to a strong customer-focused attitude.
- Awarded STAR BRANCH PERFORMER AWARD for outstanding performance during the Quarter Jan to Mar, 2013.
Executive
Stock Holding Corporation of India Limited
05.2007 - 03.2011
- Worked in the Broking Department, Corporate Relationship, and conducted Marketing Activities.
Assistant Relationship Manager
IndiaBulls Securities Limited
12.2005 - 05.2007
- Specialized in Business Development and New Client Acquisition.
Education
Master of Business Administration - Finance
Visveswaraiah Technological University
Bengaluru01.2005
Bachelor of Engineering - Electronics & Telecommunications
Amravati University
Maharashtra01.2003
Skills
- SEBI, NSDL, CDSL, and PFRDA compliance proficiency
- Branch operations management
- Marketing and Business Development
- Responsive to new challenges
- Customer engagement
- Proficient in managing multiple tasks
- Analytical problem solving
- Collaborative team management
- Time management proficiency
Certification
Diploma in Banking and Finance (also known as JAIIB) from Indian Institute of Banking & Finance.
Timeline
Branch Manager
Stock Holding Corporation of India Limited
01.2025 - Current
Branch Manager
Stock Holding Corporation of India Limited
06.2018 - 01.2025
Branch Manager
Stock Holding Corporation of India Limited
06.2015 - 05.2018
Branch Manager
Stock Holding Corporation of India Limited
03.2011 - 05.2015
Executive
Stock Holding Corporation of India Limited
05.2007 - 03.2011
Assistant Relationship Manager
IndiaBulls Securities Limited
12.2005 - 05.2007
Bachelor of Engineering - Electronics & Telecommunications
Amravati University
Master of Business Administration - Finance
Visveswaraiah Technological University