Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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EJAZ MOHYI

Stock Market Professional
Lucknow

Summary

Dedicated Stock Market professional with entrepreneurial drive having extensive experience of over 23+ years in Strategic Planning, Business Development, Business Processes & Operations, Customer Relationship Management, Revenue Generation in the domain of Equity Broking, Distribution and Wealth Management. Specialises in business development & major market expansion through branch(s) and franchisee (sub-broker) channel. Excellence in formulating business strategies, sales plans and in providing overall direction to Business growth. Create new market with prospect cultivation strategy & marketing events. P&L Management of Regions with consistent Top-Line growth and high EBIDTA margins. Managed to turnaround lagging operations of Regions and accelerated revenue growth and profitability. An effective leader with excellent business acumen, communication and relationship building skills. Have managed large teams and effectively mentored them to accomplish business goals.

DedicateD Stock booking professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

24
24
years of professional experience
2
2
Languages

Work History

Zonal Head - North

SBICap Securities Ltd.
- Current
  • Managed Retail Broking business (both Dealing and Sales) of the Company for North Zone which comprises of Delhi NCR, UP, Uttrakhand, Punjab, Haryana, Rajasthan, M.P., Chhattisgarh
  • Handling Banca Sales for acquisition of Demat account for 5 Circle of SBI with over 800+ direct / in-direct reportees
  • Have been able to achieve & maintain the Top Zone position in business achievements since last 3 consecutive years
  • Responsible for effective Cross Selling of General Insurance, Mutual Funds & other TPP products
  • Managing relationship & liaisoning with senior bank officials at Local Head Office across Circles.

Associate Vice President

KARVY STOCK BROKING LTD {KARVY PRIVATE WEALTH}
  • Leading the start-up of Private Wealth vertical of Karvy Stock Broking Ltd at Lucknow
  • Recruited and lead a team of Relationship Managers for HNI / UHNI client acquisition and generating revenue through Wealth Products across different asset class like Equity Investments, PMS (Equity / Debt), Mutual Funds, PE Funds, Real Estate Investment Trusts, Real Estate, Structured Products, Fixed Income Instruments and AIF
  • Reviewed current investments of clients and developed wealth plan through strategic asset allocation as per specific financial objective of the clients
  • Explored and identified potential avenues of business and created prospect cultivation strategy for new business prospecting
  • Drive team to achieve desired profitability of the unit and assisted to achieve benchmark productivity of individual Wealth Manager.

Regional Head – (UP & Punjab)

MOTILAL OSWAL SECURITIES LTD
  • Strategized business expansion plan for UP & Punjab through Branches and Sub-Brokers
  • Created sales structure, sales plans & strategies and defined goals for new client acquisition across all segments (Equity, Commodity, Currency, Margin funding, Mutual Funds & PMS)
  • Built a team of successful Branch Managers, Sales/Service Relationship Managers and mentored them to successfully achieve Sales / Revenue targets across product lines
  • Acquired quality sub-brokers across Region(s) and helped them to achieve sales / revenue growth through different product lines across segments
  • Successfully managed P&L of the Region with a substantial top line / bottom growth (YoY)
  • Organised workshops and seminars on In-house Advisory Products, Portfolio Management Services, AIF and Structured Products (PE Funds)
  • Organised events for prospect cultivation of PMS / AIF clients
  • Acquired HNI clients, provide Investment Advisory and restructured portfolios for superior returns
  • Fostered cross-sell of Wealth Products mainly PMS, AIF & Mutual Fund to create additional revenue flow
  • Created processes for Client Relationship Management, Risk Management, Compliance & Operations.

Regional Head (U.P. & Uttrakhand)

ANGEL BROKING PVT LTD
  • Restructured Punjab & Haryana Region and managed to turnaround overall performance of the Region
  • Managed overall P&L of the Region and increased Company’s market share in the territory
  • Ensured accelerated revenue growth and profitability of the Region / Branches
  • Successfully managed to achieve Top 2 Regional position PAN India in percentile target achievement in 2010-11
  • Lead a formidable team of 125+ employees including ASM / BMs / SMs / Sales RMs/ Advisors, Channel Development Manager and envisaged their Career progression
  • Strategized and implemented Sales plans for new clients and sub-broker acquisition
  • Organised various events and activities for prospecting and lead generation
  • Handled sales / cross sell of third party products including Insurance, Mutual Fund and PMS
  • Consecutively qualified for R&R (domestic & International tour) for achievements in Insurance sales, revenue growth and margin collection
  • Implemented processes at RO for Operations, Compliance and Risk Management.

Cluster Manager (Central & West UP)

ANGEL BROKING PVT LTD
  • Handled branch expansion of central & western UP cluster
  • Was able to successfully set up and operationalize branches at various cities
  • Built sales plan for acquisition of new clients and sub-brokers with a goal to acquire major market share
  • Recruited and lead team(s) of Branch Managers, Sales Managers (B2B & B2C), Sales / Service RMs to achieve targets in all segments (Equity, Commodity, Currency, NBFC and TPP)
  • Built structure for sales of third party product mainly Insurance and MF
  • Qualified for various internal contests for TPP sales
  • Successfully led the branches to profitability in line with the expectations of the company
  • Organised PAN India launch of “Investor Awareness Programme” from Lucknow, an in-house investment awareness initiative for investors
  • Organised event and seminars in co-ordination with CNBC, Exchanges.

Sr. Manager (Branch Mgt & Ops)

ANGEL BROKING PVT LTD
  • Commissioned & started Lucknow branch as one of the 1st branch of Angel in UP Region
  • Set up of Regional Office at Lucknow to manage Servicing, Operations, Risk Management (Admin) & IT Data centre supporting spoke branches and sub brokers across U.P
  • Engineered and implemented system & processes at RO / Branch level
  • Managed P&L of Lucknow branch and achieved 2x productivity within one year of operations
  • Made UP the fastest growing Region of the company during sluggish market phase of 2008-09
  • Spearheaded the sales of B2C (Direct team), B2B (Sub-Brokers Channel) & Third Party Products and acquired 2000+ clients & 150+ sub brokers in one year
  • Achieved targets in cross-sales of Insurance and pre-paid brokerage
  • Recruited & lead a team of over 60+ employees including Sales Manager, RM Sales, Advisors, Operations team and SB acquisition team
  • Handled Compliance of Branch and at Sub Brokers level
  • Handled legal issues (cases filed u/s 138) and investor grievances escalations at both internal as well as at IGRP / Arbitration.

Vice President (Business Development & Operations)

WEALTH MANTRA PVT. LTD.
01.2000 - 12.2007
  • Closely worked with Promoters for policy formulation, business strategies and Company's expansion plans. Played vital role in acquiring & processing membership of NSE, BSE, CDSL, NCDEX and MCX.
  • Acquired over 150+ Sub-Brokers across UP / MP / Punjab and trained them in business development
  • Conducted competitor analysis & competency mapping to gauge changing market dynamics and created strategies for business expansion
  • Formulated strategies for higher client acquisition through primary market (IPO) & obtained leadership position In UP. Developed franchisee network (B2B) and acquired 150+ sub-brokers across UP / MP / Punjab.
  • Liaison with the Exchanges, Depository, Clearing Corporation, Banks and Regulators (SEBI) for routine business operations
  • Handled routine and periodical Compliances (as per schedule) including preparation and filing of various periodical reports to Exchanges. Handled Exchange Audits / inspections and represented the Company before Exchange disciplinary Committee for objection handling. Successfully handled Investor Grievance complaints and Arbitration cases at Exchanges
  • Instrumental in conducting periodic seminars and investor awareness program for promotion of Equity Derivatives , Commodity Derivatives and awareness about Demat across UP.
  • Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational growth.

Education

P. G. Diploma in Financial Markets & Portfolio Management -

Lucknow University

M.Com - undefined

Lucknow University

Skills

  • Business Leadership
  • Strategic Planning
  • Revenue Generation
  • Business Development ( Channel & Franchisee) )
  • Direct Sales
  • P&L Management
  • Customer Service Management
  • Sales Strategies

Personal Information

Date of Birth: 09/30/72

Timeline

Vice President (Business Development & Operations)

WEALTH MANTRA PVT. LTD.
01.2000 - 12.2007

Zonal Head - North

SBICap Securities Ltd.
- Current

Associate Vice President

KARVY STOCK BROKING LTD {KARVY PRIVATE WEALTH}

Regional Head – (UP & Punjab)

MOTILAL OSWAL SECURITIES LTD

Regional Head (U.P. & Uttrakhand)

ANGEL BROKING PVT LTD

Cluster Manager (Central & West UP)

ANGEL BROKING PVT LTD

Sr. Manager (Branch Mgt & Ops)

ANGEL BROKING PVT LTD

P. G. Diploma in Financial Markets & Portfolio Management -

Lucknow University

M.Com - undefined

Lucknow University

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EJAZ MOHYIStock Market Professional