GAURANGI UDAY PATIL
Dombivli West
Summary
Dynamic and self-motivated professional in broking and wealth management with over 15 years of experience in the financial services industry. Specialized in client relationship management, business development, and operational excellence, with a proven track record of exceeding revenue targets, retaining high-value clients, and driving cross-sell initiatives. Seeking to leverage my expertise and leadership skills in a growth-oriented role within a forward-thinking financial institution.
Overview
22
22
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Sr. Equity Transaction Specialist
Nuvama Wealth And Investment Ltd
04.2025 - Current
- Execute and monitor high-volume equity transactions across multiple platforms with precision and speed.
- Collaborate with relationship managers and dealers to ensure seamless client execution and settlement.
- Resolve trade discrepancies and liaise with exchanges and back-office teams for prompt resolution.
- Analyze market trends and support clients and internal stakeholders with transaction insights.
- Ensure regulatory compliance and timely reporting of equity trades.
- Assist in onboarding institutional and high-net-worth clients for equity services.
Privileged Relationship Manager
Edelweiss Broking Ltd
07.2021 - Current
- Handled client servicing, investment advisory, and operational support for premium clients
- Acquired and onboarded new partners, providing training and support on all products
- Guided partners to grow business and improve client retention
- Promoted cross-selling across all Edelweiss financial products
- Provided resolution for partner issues, ensuring a high level of satisfaction
Senior Business Development Officer
MMTZ Financial Services LLP
03.2016 - 07.2021
- Acquired new clients and built long-term relationships to boost business
- Exceeded revenue targets through effective client education and engagement
- Executed brokerage and cross-sell strategies to enhance profitability
- Conducted prospecting and lead generation activities for business growth
Senior Relationship Manager
Edelweiss Stock Broking Ltd
03.2007 - 09.2014
- Managed high-net-worth client accounts with focus on retention and upselling
- Advised clients on investment opportunities and portfolio management
- Resolved client queries and ensured seamless onboarding and servicing
- Promoted financial products and services based on client needs
Equity Dealer
Smita Kulkarni (Partner – Edelweiss Broking Ltd)
03.2004 - 03.2007
- Executed equity trades and monitored market movements
- Coordinated with portfolio managers on trading strategies and execution
- Handled back-office responsibilities including trade confirmations and client servicing
Education
B. Com -
Mumbai University
01.2005
H.S.C. - Commerce
Mumbai University
01.2002
S.S.C. - undefined
Mumbai University
01.2000
Skills
- Relationship Management
- Business Development
- Cross-Selling Financial Products
- Operational Management
- Client Acquisition & Retention
- Sales & Revenue Growth
- Customer Service
- Financial Services
- Trading Platforms (ODIN, Extreme Trader)
- MS Office
- Tally
- CIP Back Office
Certification
NISM Certification in Derivatives, 2025
Timeline
Sr. Equity Transaction Specialist
Nuvama Wealth And Investment Ltd
04.2025 - Current
Privileged Relationship Manager
Edelweiss Broking Ltd
07.2021 - Current
Senior Business Development Officer
MMTZ Financial Services LLP
03.2016 - 07.2021
Senior Relationship Manager
Edelweiss Stock Broking Ltd
03.2007 - 09.2014
Equity Dealer
Smita Kulkarni (Partner – Edelweiss Broking Ltd)
03.2004 - 03.2007
H.S.C. - Commerce
Mumbai University
S.S.C. - undefined
Mumbai University
B. Com -
Mumbai University
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