Prateek Telang
Dombivli
Summary
Experienced and Effective Business Leader bringing forth valuable industry experience and a passion for management. Results oriented with a proven track record of improving overall Business and Growth. Adept in analytical thinking strategic planning, leadership, Team Management. Bringing forth a proven track record of effectively business processes and Implementing business solutions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Manager (Regional Group Leader Maharashtra)
Motilal Oswal Financial Services Ltd
MUMBAI
04.2021 - Current
- Managed a team of 80+ employees and 4 TL by providing guidance, setting goals and objectives, delegating tasks, and monitoring performance.
- Revenue Generation of 15 crores for FY 23-24 in terms of Brokerage from (Cash/F&O)
- Generate AUM from HNI / Ultra HNI Clients through Advisory Team where Portfolio average size is 25 lakh and above
- Servicing Clients for achieving the financial goals through various Investment Product offerings
- Cross Selling of PMS,MF, NFOs, MLDs,NCDs and all other Investment products
- Successfully Conducted 100 plus Workshops and Seminar on Financial Awareness for HNI Client Acquisition and Business Growth
- Managed to grow the Fresh AUM by 65cr on existing book of 300cr (Covers all Financial Products)
- 110% Insurance Premium Target Achieved (45 Lakhs vs 39 Lakhs)
- As a Business trainer for 1 year,have trained 300 plus Entrepreneurs in developing the business as a stock broker with Focused approach on Financial product offerings
- Identifying the requirements of the participants and delivered the contents for achieving Organizational goals
- Mentored junior staff in the organization's business processes, customer service standards, and quality assurance protocols.
- Managed to control Attrition rate on below 15% in my region.
- Developed long-term relationships with key stakeholders including customers, manufacturers , regulatory bodies etc.
- Participated in recruitment initiatives by interviewing potential candidates and selecting suitable hires.
Business Development Manager
India Infoline
MUMBAI
07.2020 - 04.2021
- Leveraged cold calling, in-person visits and referrals to build leads.
- Maintained open and ongoing communication with clients to meet needs and expectations.
- Servicing Top Business Partner in generating Broking revenue through Options Trading and Investments products
- Organized meetings between senior management and prospective customers
Manager
MotilalOswal Financial Services
Mumbai
07.2016 - 10.2019
- Supported our 100+ business partners (franchisee owners) through regular engagement services for their clients
- Systemized overall business development plan by 4 reviews each month, setting up the revenue targets, advisory products to be achieved at the end of the month
- Organized portfolio callings to provide direct Equity Advisory to HNI and Ultra HNI
- Ensured seamless client experience and effective closures and coached all dealers on our recommended in-house advisory products, trading strategies
- Conducted 15+ seminars for prospects and current 100+ clients on the overall market outlook, aiming for the client acquisition and sales pitch on the advisory board, third party products
Executive
Reliance Securities
Mumbai
02.2016 - 07.2016
- Instructed 150+ clients on equity, derivatives and trading on recommended Stocks
- Achieved 100% revenue targets adhering to compliance Key Performance Indicators
- Development business through advisory services on Identify large traders/investors from different region & onboarded them
- Acquired clients and Pushed for third-party products.
Phone Banking Officer
ICICI Bank Ltd
Mumbai
06.2013 - 11.2015
- Managed 100+ In bound calls every day; executed transaction orders on client's behalf and reported back
- Advising clients with regards to their Trading & Investments in Equity, Derivatives
- Reactivated 150+ Inactive clients for trading accounts each quarter.
Education
Masters in commerce (Accounting & Finance), 2013 - 2015 -
Mumbai University
Bachelor of Management Studies, 2010 - 2013 -
Model College
MumbaiIntermediate 2010 -
Manjunath College of Commerce And Arts
Highschool 2008 -
St.Mary's English High School
MumbaiSkills
- Process Improvement
- Team Leadership
- Revenue Generation
- Effective Time Management
- Investment Products
- Wealth Management
- Adaptability
- Strategic development
Certification
- NISM SERIES VIII - Equity Derivatives
- Cleared NISM VA Exam (Association of Mutual Funds in India, NISM)
Accomplishments
- Awarded as a Rising Group Leader for FY ( 23-24 )
- Awarded as a Best Team Leader for achieving Business Targets ( October 2023)
- Best Advisor for highest product revenue contribution - MOFSL (2018)
- ST champion - Reactivated highest Inactive clients (2x the target) (2015)
- Best Presentation in IDEA EXPO - ICICI Bank (2015)
Languages
English
First Language
Hindi
Beginner (A1)
A1
Timeline
Senior Manager (Regional Group Leader Maharashtra)
Motilal Oswal Financial Services Ltd
04.2021 - Current
Business Development Manager
India Infoline
07.2020 - 04.2021
Manager
MotilalOswal Financial Services
07.2016 - 10.2019
Executive
Reliance Securities
02.2016 - 07.2016
Phone Banking Officer
ICICI Bank Ltd
06.2013 - 11.2015
Masters in commerce (Accounting & Finance), 2013 - 2015 -
Mumbai University
Bachelor of Management Studies, 2010 - 2013 -
Model College
Intermediate 2010 -
Manjunath College of Commerce And Arts
Highschool 2008 -
St.Mary's English High School
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