Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

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
GAURANGI UDAY PATIL