MANOJ GUPTA
FINANCE
Vasai,MH
Summary
Results-oriented leader with extensive experience at Motilal Oswal Financial Services, specializing in strategic business planning and team management.
Successfully drove revenue increases and improved client engagement, leading to a broader market presence.
Proficient in business development and cross-functional teamwork, empowering teams to achieve superior performance and results.
Overview
16
16
years of professional experience
Work History
A.V.P. – Group Leader- Equity Advisory, Broking& Distribution – North Region
MOTILAL OSWAL SERVICES LTD.
MUMBAI
04.2023 - Current
- Directed North region franchise operations with 1,050+ partners and 125,000 clients.
- Achieved year-over-year revenue growth via strategic initiatives and effective performance management.
- Constructed high-performing teams of two senior managers and over 19 advisors.
- Enhanced engagement through design and execution of investor education programs.
- Expanded business by onboarding new partners while mentoring advisors for increased productivity.
- Collaborated across regions to achieve turnover and revenue objectives.
- Initiated various activities such as revenue days to drive business improvements.
- Honored with multiple awards recognizing outstanding leadership and performance.
Sr. Manager – Franchisee Business Desk – North Region
MOTILAL OSAL FINANCIAL SER. PVT. LTD.
04.2014 - 01.2023
- Oversaw franchisee operations in Northern regions, managing over 350 business advisors effectively.
- Directed a team of 10 advisors at both head office and regional LAD office, focusing on performance assessments.
- Facilitated revenue generation initiatives through engagement with franchisees and client interactions.
- Organized seminars for business promotion, enhancing client outreach for IAP products.
- Analyzed volume drivers among mapped franchisees to identify top business contributors.
- Addressed client inquiries by coordinating responses through CSE email channels.
- Supported compliance efforts and risk management for business advisors in back-office functions.
- Strategized franchisee objectives by communicating market research and stock performance analysis.
Associate Manager – Currency and Commodities Desk
MOTILAL OSWAL COMMODITIES PVT.LTD,
Mumbai
01.2012 - 04.2014
- Managed a team of commodity advisors delivering advisory services to franchisees and sub-brokers.
- Fostered strong communication with sub-brokers through regular engagement.
- Efficiently addressed client inquiries via phone and email channels.
- Promoted business development initiatives by organizing commodity awareness seminars.
- Boosted productivity by assisting in sales activities at sub-brokers.
- Executed B2B-focused conference calls and video conferences.
- Delivered skill enhancement training programs for AP, dealers, and relationship managers.
Equity Dealer Cum Advisor – (Private Client Group)
JM FINANCIAL SERVIES LTD
Vasai
09.2009 - 12.2011
- Placing order for HNI Clients in cash & F&O segment (Odin Platform).
- Handling clients Portfolio and advising them.
- Analyzing Investment opportunities for clients.
- Resolving Client queries.
- Client Retention.
- Back-Office & Risk management.
- Ensuring Clients Positions are tracked and regular calls made on stocks the clients have bought.
- Helping Prepare research report for our clients (PCG stock Idea).
- Managed both day-to-day and long-term strategic objectives for multiple HNI clients, including communicating research, discussing market news, and examining stock performance.
Equity Dealer – (Retail Segment)
RELIGARE SECURITIES LTD
Vasai
05.2007 - 09.2009
- Processed client orders in cash and F&O segments to facilitate trades.
- Conducted trade confirmations, ensuring accuracy in transactions.
- Collaborated with advisors on client portfolio management and strategic advising.
- Evaluated investment opportunities such as IPOs and mutual funds for clients.
- Addressed customer complaints promptly to maintain service standards.
- Oversaw back office functions while implementing effective risk management strategies.
Education
PGDBM - Mumbai
Welingkars Institute of Management
Mumbai01.2024
Bachelor’s Degree - Commerce
MK Shah Degree College
Vasai01.2007
Some College (No Degree) - Batchelor's of Commerce
Shah KM College
Vasai04-2004
10th SSC - Vasai
St. Xavier’s School
Vasai01.2002
Skills
- Strategic business planning
- Client and partner relationship management
- Team leadership and capability building
- Business development and expansion
- Market strategy and advisory expertise
- Cross-functional collaboration
References
References available upon request.
Timeline
A.V.P. – Group Leader- Equity Advisory, Broking& Distribution – North Region
MOTILAL OSWAL SERVICES LTD.
04.2023 - Current
Sr. Manager – Franchisee Business Desk – North Region
MOTILAL OSAL FINANCIAL SER. PVT. LTD.
04.2014 - 01.2023
Associate Manager – Currency and Commodities Desk
MOTILAL OSWAL COMMODITIES PVT.LTD,
01.2012 - 04.2014
Equity Dealer Cum Advisor – (Private Client Group)
JM FINANCIAL SERVIES LTD
09.2009 - 12.2011
Equity Dealer – (Retail Segment)
RELIGARE SECURITIES LTD
05.2007 - 09.2009
PGDBM - Mumbai
Welingkars Institute of Management
Bachelor’s Degree - Commerce
MK Shah Degree College
Some College (No Degree) - Batchelor's of Commerce
Shah KM College
10th SSC - Vasai
St. Xavier’s School