Sagar Ruparel
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Head - Products and Third Party Distribution
Marwadi Shares and Finance
Rajkot
2024.12 - Current
- Spearheading product strategy and third-party distribution across Mutual funds, Fixed income, IPO, NPS, Unlisted securities
- Leading a high-performing team of 5 product and distribution specialists who overlook 100 Branches and 400 Business partners, ensuring alignment with strategic goals and compliance standards.
- Successfully launched and executed various campaigns - details mentioned below
- A. Mutual funds with MSFL - Inhouse Investor awareness programmes with help of AMC partners
- B. Smart Nivesh - Hosting live podcast series on various topics by inviting industry experts like Fund managers and product heads.
- C. Be a Financial distributor with MSFL - Enabled and empowered new partnership vertical to expand company wallet share in distribution space
- D. NFOlogy - Launched NFOlogy wherein boosting participation in NFO's through online and offline channels.
- E. Portfolio performance review - Launched a campaign to review mutual fund portfolios of clients wherein helped more than 350 clients to review and rebalance the portfolio and also generating and additional yield of 50 bps for company
- Deepened partnerships with key AMCs to enhance the product suite and offer tailored solutions.
- Drove around 25% of MF AUM growth within the first 4 months, by driving 100 Branches and around 300 brokers by means of contests and drives.
- Acting as a key member in other important projects of organization whereby contributing with new age ideas.
- Collaborate daily with the Business Head, COO, and senior management to strategize and execute initiatives aimed at driving organizational growth.
Branch Head
Axis Securities
Rajkot
2021.04 - 2024.11
- Established a new branch of Axis Securities at Rajkot and recruited team strength of 12 Relationship Managers
- Made branch profitable from the very first month of opening
- Boosted branch sales by developing and deepening customer relationship
- Deepened relationship with Axis Bank branches to increase revenues and volumes
- Revenue generation in terms of Equity and Currency Brokerage.
- Cross Sell of Third Party Products like Mutual funds, Model portfolios, PMS, Small case, Global Investing.
- Bagged various awards and certification - Emerging leader award, Axcellence enclave award at Turkey, Highest incentive qualifiers at Dubai and many other performance certificates
Centralized Dealing and Advisory Desk Head
Marwadi Shares and Finance
Rajkot
2020.07 - 2021.03
- Established a much needed Centralized Dealing and Advisory team at Rajkot office to serve the dormant and inactive clients of 100 branches of MSFL.
- Responsible for lead closure related to new Demat account and Associated Person(AP) from various sources.
- Responsible for productivity and profitability of CDD department which consist 3 Relationship Manager, 1 Team leader and 1 Back office executive.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Handled day to day tasks of dealing and advisory, ensuring high levels of productivity and progression.
- Collaborated with management closely to know their expectations in order to achieve the organizational goals.
Third Party Distribution Head
Marwadi Shares and Finance
Rajkot
2019.11 - 2020.07
- Managed team of 8 Investment Advisors, overseeing hiring, training and professional growth of employees.
- Responsible for development and growth of Third Party Distribution among 100 Branches of MSFL across Gujarat.
- Responsible for helping Branches and Associated Persons to meet their targets and in overall growth of TPP business
- Arranging Investor Awareness Programmes(IAP), Webinars and Concalls to increase product awareness
- Hosted and interviewed 3 Guest Speakers namely Mr. Ramkumar Barcha (CEO - Vikalp Finvest, Rajkot), Mr. Daxesh Kothari (CEO Ashutosh Investments, Rajkot), Mr. Peshotan Dastoor (National Sales Head Franklin Templeton AMC).
Cluster Head
Hdfc Securities
Gandhidham
2017.10 - 2019.10
- Responsible for growth and development of 5 branches of Saurashtra and Kutch Region namely Gandhidham, Bhuj, Junagadh, Veraval and Porbandar.
- Revenue generation in terms of Equity and Currency Brokerage.
- Cross Sell of Third Party Products like Life Insurance, General Insurance, Mutual Funds, Fixed Deposits, PMS, Bonds.
- Responsible for achieving Branch and Cluster targets and also helping team of 16 people in achieving their targets.
Branch Manager
Hdfc Securities
Gandhidham
2013.07 - 2017.09
- Boosted branch sales by developing and deepening customer relationship
- Deepened relationship with Hdfc Bank branches to increase sales and volumes by terms of new Demat accounts
- Revenue generation in terms of Equity and Currency Brokerage.
- Cross Sell of Third Party Products like Life Insurance, General Insurance, Mutual Funds, Fixed Deposits, PMS, Bonds.
Advisory Manager
Sharekhan
Gandhidham
2009.11 - 2013.06
- Boosted revenues by developing customer relationships.
- Responsible for achieving individual as well as team targets in terms of Equity, Commodity and Currency brokerage and turnover.
- Responsible for new client acquisition and activation.
- Cross sell of Mutual funds and PMS.
- Create remissiers and coordinate with them regarding new products and clients issues.
- Generation of Sub brokers leads.
Back office executive/ Dealer
Angel Broking
Gandhidham
2008.07 - 2009.10
- Processing KYC, cheque collection, processing payout requests and other back office related queries.
- Served walk-in clients to the level of their satisfaction.
- Establish relations with retail clients and coordinate with them regarding short term as well as long term trading/investment ideas according to the profile of the clients.
- Revenue generation from Equity Segment.
Education
Postgraduate Diploma - Finance
Indira Gandhi National Open University (IGNOU)
RajkotBachelor of Commerce -
Tolani Commerce College
GandhidhamH.S.C. -
Modern School
GandhidhamS.S.C. -
Modern School
GandhidhamSkills
- Team Management
- Business Development
- Product Penetration
- Product Development
Certification
- CWM - Chartered Wealth Manager (AAFM)
- NISM - Equity Derivatives Module
- NISM - Currency Derivatives Module
- NISM - Mutual Fund Distribution Module
- NISM - Investment Advisor Series XA
- Udemy - The Complete Financial Analyst Training & Investing Course
Personal Information
- Date of Birth: 06/15/90
- Nationality: Indian
- Marital Status: Married
Languages
- Hindi
- Gujarati
- Kutchi
- English
- Hindi
- Gujarati
- Kutchi
Languages
English
Upper Intermediate
B2
Hindi
Upper Intermediate
B2
Gujarati
Upper Intermediate
B2
Timeline
Head - Products and Third Party Distribution
Marwadi Shares and Finance
2024.12 - Current
Branch Head
Axis Securities
2021.04 - 2024.11
Centralized Dealing and Advisory Desk Head
Marwadi Shares and Finance
2020.07 - 2021.03
Third Party Distribution Head
Marwadi Shares and Finance
2019.11 - 2020.07
Cluster Head
Hdfc Securities
2017.10 - 2019.10
Branch Manager
Hdfc Securities
2013.07 - 2017.09
Advisory Manager
Sharekhan
2009.11 - 2013.06
Back office executive/ Dealer
Angel Broking
2008.07 - 2009.10
Postgraduate Diploma - Finance
Indira Gandhi National Open University (IGNOU)
Bachelor of Commerce -
Tolani Commerce College
H.S.C. -
Modern School
S.S.C. -
Modern School