Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic
Kamal Patle

Kamal Patle

Mumbai

Summary

Dynamic business leader with a proven track record at Kedia Capital, excelling in business development and sales leadership. Expert in driving growth through strategic planning and team management, while ensuring regulatory compliance. Adept at relationship management and performance monitoring, consistently achieving targets and enhancing operational efficiency.

Overview

20
20
years of professional experience

Work History

Vice President of Business Development

Kedia Capital
Mumbai
11.2024 - Current
  • Branch Expansion & Business Growth:
    Spearheading the expansion of Kedia Capital’s retail and sub-broker network across multiple cities.
    Identifying high-potential regions and executing strategic plans for new branch launches.
  • Sales Leadership & Target Achievement:
    Setting monthly and quarterly targets for equity accounts, margin collections, mutual fund SIPs, and premium collection.
    Driving business volume across all product verticals: equity, mutual funds, PMS, insurance, and loan products.
  • Team Management & Training:
    Hiring, training, and mentoring regional managers, team leaders, and sales executives to improve productivity.
    Conducting product training sessions and daily huddles to track sales performance and conversion rates.
  • Client Acquisition & Relationship Management:
    Leading B2C and B2B client acquisition strategies to onboard new retail investors, HNIs, and sub-brokers.
    Managing and nurturing key relationships to improve wallet share and retention.
  • Compliance & Process Efficiency:
    Ensuring all branch operations and client onboarding processes adhere to SEBI and exchange regulations.
    Promoting digital onboarding and automation to enhance operational efficiency and client experience.
  • Performance Monitoring & MIS Reporting:
    Designing dashboards for real-time tracking of sales, revenue, and pipeline metrics using CRM tools like Kylas.
    Conducting daily, weekly, and monthly performance reviews and submitting business reports to top management.
  • Cross-functional Collaboration:
    Working closely with the compliance, research, and marketing teams to ensure seamless service delivery and branding.
    Collaborating with product teams to enhance offerings based on market feedback and competition analysis.

Co-Founder

Zenmagix Techsolution Pvt Ltd
Mumbai
04.2023 - 11.2024
Established company vision and product strategy for blockchain and Web3 solutions.
  • Directed business development efforts, onboarding B2B clients in BFSI, real estate, and ESG sectors.
  • Forged strategic partnerships and managed investor relations to enhance growth initiatives.
  • Collaborated with technology teams to deliver tokenization, digital KYC, and smart contract platforms.
  • Oversaw team development and cross-functional operations to drive execution efficiency.

Associate Director

Tradelab Technologies
Mumbai
01.2019 - 02.2023
  • Responsible to cater stock brokers for front end and back end solution.
  • Acquire brokers business from Pan India.
  • Responsible to connect with clients in gulf to take organization next level.
  • Creating sales strategy and their execution setup.
  • Responsible for clients end to end servicing.
  • Creating business awareness through different platform like techexpo, MFRT etc.
  • Project:- DigitxIndia
  • Digitxindia is India's first B2B2C crypto currency platform. Entire project conceptualized and delivered to clients included:- Tech partner, Business development consultant, Vendor setup, Marketing setup.

Vice President- Business Development

Choice Broking
Mumbai
06.2016 - 12.2018
  • Responsible to setup choice broking in Eastern India.
  • Added almost 7 locations, Kolkata, Patna, Bhuvaneshwar, Guwahati, Nagpur, Raipur, Ranchi. Entire P& L was whole sole responsibility.
  • Managing zero compliance policy.
  • Recruitment of proper resources as per department.
  • Finding new source of revenue other than broking business. Part of core team of Jiffy app.
  • Reporting to Business Head.

National Head-Broking & Distribution

Peerless Securities Ltd
Kolkata
12.2013 - 05.2016
  • Profit Center Head for sales process at PAN India Level.
  • Driving sales through constant endeavor to augment market share.
  • Foresight to design & develop PAN India market strategy.
  • Gaining new business by identifying and exploiting opportunities in the local market.
  • Developing and maintaining good working relationships with clients, primarily business partners.
  • Introducing new products and promoting them through regular visits and communication with intermediaries.
  • Increasing profitability of existing product lines by encouraging clients to use added value services wherever possible.
  • Consulting on the most effective cover for a particular need.
  • Delivering good customer service by responding swiftly to queries and concerns from clients.
  • Maintaining detailed knowledge of new and existing products by liaising with colleagues.
  • Ensuring credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products.
  • Monitoring and reporting on performance against agreed sales targets, sometimes including monitoring the performance of other sales staff.
  • Ensuring compliance with regulations and procedures as laid down by the SEBI by keeping up to date with all changes in the regulatory framework.
  • Working with underwriters to amend policies where necessary in order to meet client demand.
  • Producing marketing literature and website content to support marketing.

AVP & Regional Head- Broking

Capital First
Mumbai
06.2010 - 11.2013
  • Responsible to set up commodity and currency business Pan India as well taking care of South region for Equity business.

Sr Manager-Commodities & Currency

Religare
05.2005 - 06.2010
  • Business Development of B2B and B2C in Mumbai region.

Education

Blockchain Certification -

Udemy
03.2020

MBA - finance

School Of Management, LNCT
Bhopal
06.2005

BCA -

MCRPV
Bhopal
06.2005

Skills

  • Teamwork
  • Problem Solving
  • Ability to Work in a Team
  • Project Management
  • Business Strategy
  • Leadership
  • Business Development
  • Sales leadership
  • Relationship management
  • Team management
  • Performance monitoring
  • Regulatory compliance
  • Business strategy
  • Contract negotiations
  • Operations management

Websites

Timeline

Vice President of Business Development

Kedia Capital
11.2024 - Current

Co-Founder

Zenmagix Techsolution Pvt Ltd
04.2023 - 11.2024

Associate Director

Tradelab Technologies
01.2019 - 02.2023

Vice President- Business Development

Choice Broking
06.2016 - 12.2018

National Head-Broking & Distribution

Peerless Securities Ltd
12.2013 - 05.2016

AVP & Regional Head- Broking

Capital First
06.2010 - 11.2013

Sr Manager-Commodities & Currency

Religare
05.2005 - 06.2010

Blockchain Certification -

Udemy

MBA - finance

School Of Management, LNCT

BCA -

MCRPV

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Kamal Patle