Accomplished financial services leader with 18 years of progressive experience in equity, commodities, and currency markets, mutual funds, PMS, and advisory services across India's top broking and financial institutions. Proven expertise in building and managing high-performance teams, driving multi-product revenue growth, and implementing operational excellence across complex, multi-branch environments. Strong background in regulatory compliance, risk management, and client relationship management across retail, corporate, and HNI segments. Seeking senior management roles to leverage extensive industry knowledge and leadership capabilities.
Overview
18
18
years of professional experience
6
6
Certifications
3
3
Languages
Work History
Branch Head, Broking and Distribution
Axis Securities Ltd
Hyderabad, Telangana
06.2024 - Current
Established and led retail advisory operations with responsibility for comprehensive client portfolio management across multiple asset classes and strong focus on profitability and business development.
Key Responsibilities:
Managed comprehensive client portfolios across Equities, Mutual Funds, PMS, and Securities Broking, ensuring diversified revenue streams
Built and expanded Margin Trading Facility (MTF) book through strategic client acquisition and relationship management, generating incremental revenue growth
Established and maintained quality standards across branch operations, driving consistent performance benchmarks and operational excellence
Ensured strict adherence to compliance protocols in dealing and sales operations, reducing regulatory risk and maintaining clean audit history
Mentored and motivated sales teams to achieve defined targets whilst maintaining 95%+ staff retention rates through professional development initiatives
Implemented cost optimization strategies reducing operational overhead by 15–18% whilst maintaining productivity levels and service quality standards
Coordinated regular business development drives with senior management, ASL cluster heads, and Axis Bank branch managers to identify expansion opportunities
Key Achievements:
Successfully expanded MTF clientele base from 150 to 420+ accounts (180% growth), generating ₹16 Cr to ₹28.8 Cr+ additional annual revenue
Maintained 98% client satisfaction rating through proactive relationship management and service excellence
Trained and developed 25+ sales professionals, with 8 subsequently promoted to advisory roles
Area Manager, Financial Products Distribution
Motilal Oswal Financial Services Ltd
Andhra Pradesh & Telangana
05.2014 - 05.2024
Supervised multi-branch regional operations managing diverse financial product portfolio and driving consistent revenue growth across assigned territory.
Key Responsibilities:
Supervised regional operations across 7 branches spanning Andhra Pradesh and Telangana with responsibility for sales, operations, and profitability targets across ₹45 Cr+ AUM
Conceptualized and implemented competitive market strategies to penetrate new market segments and expand existing client base, acquiring 400+ net new clients annually
Monitored and exceeded regional revenue targets across multiple product lines (achieved 112% of annual targets consistently) whilst optimizing cost structures
Identified and targeted high-potential market segments for strategic product penetration and market expansion, resulting in 28% YoY revenue growth
Conducted comprehensive product training and demonstrated advanced sales techniques to strengthen team capabilities through quarterly workshops and certifications
Led recruitment, training, and retention initiatives for 60+ sales team members, achieving 92% team retention and 85% performance bonus targets
Actively participated in joint sales calls with team members to close complex transactions, mentor junior staff, and facilitate strategic client onboarding
Key Achievements:
Award for Best Area Manager (2017–2018): Recognized as top 1% performer among 35+ area managers across the region
Award for Shining Star (2022–2023): Recognized for exceptional performance in TPP sales
Drove consistent monthly and annualized revenue growth averaging 18% YoY across multiple financial products
Tracked competitive activities and pricing strategies to maintain market positioning, resulting in 15% improvement in price competitiveness
Coordinated with national-level stock exchanges on market developments and conducted team training initiatives, recognized as top training delivery hub in cluster
Oversaw branch-level operations with focus on profitability, business development, and competitive market positioning in equity and derivatives segments.
Key Responsibilities:
Managed branch profitability and performance across operational and sales functions, delivering ₹6.2 Cr revenue
Acquired and developed channel partners through targeted team-based business development initiatives, on boarding 12 new partners
Ensured achievement of monthly and annualized budgets and sales targets through effective planning, execution, and performance monitoring
Tracked competitor activities and analyzed pricing policies within assigned territory to maintain competitive advantage
Drove volume, value, and profitability growth through strategic market engagement and client retention strategies
Key Achievements:
Delivered 105% of monthly revenue targets during 8-month tenure
Improved operational efficiency by 22%
Branch Manager, Broking & Advisory Services
JRG Securities Ltd (currently Choice Broking)
Telangana
12.2009 - 01.2013
Managed comprehensive branch operations delivering advisory services to retail, corporate, and HNI clients across multiple asset classes, managing ₹28 Cr+ client portfolio.
Key Responsibilities:
Managed branch-level sales targets and implemented competitive business strategies aligned with organizational objectives, delivering ₹22 Cr revenue
Provided comprehensive advisory services to retail, corporate, and HNI clients on funds management and wealth preservation across diverse portfolios
Maintained active relationships with equity, currency, and commodity account holders, ensuring satisfaction, retention, and cross-sell opportunities
Designed and implemented targeted business development and marketing strategies to expand client base, acquiring 350+ net new clients
Led recruitment, training, and staff retention initiatives to build high-performing teams of 18 professionals with 88% retention rate
Coordinated trading, marketing, sales, and customer care activities aligned with branch market share goals and profitability targets
Managed diverse product portfolio: Equities, Commodities, Margin Funding, and Life Insurance (retail & HNI segments)
Key Achievements:
Award for Best Branch Manager (2011–2012): Recognized as top performer among 90+ branch managers across India
Achieved consistent sales and profit targets, delivering 110% average target achievement over 3-year period
Built advisory client base from 345 to 2700+ accounts (686% growth)
Recognized for highest HNI client satisfaction scores in district (96% satisfaction rating)
Commodity Trading Officer
Karvy Comtrade Ltd
Hyderabad
08.2007 - 12.2009
Managed commodity branch operations and executed trading strategies across registered client and proprietary accounts with strong risk management focus.
Key Responsibilities:
Managed commodity branch operations and maintained strong client relationships across diverse account types (retail, HNI, institutional)
Executed commodity trades for registered clients and proprietary accounts, structuring strategies aligned with risk–return profiles and market conditions
Maintained Mark-to-Market (M-to-M) margins in strict compliance with risk management requirements, achieving zero margin calls
Processed payment and settlement transactions with 99.8% accuracy and timeliness, resolving complex settlement issues
Conducted detailed market research on agricultural commodities, analyzing demand–supply dynamics, spot price movements, and seasonal sowing conditions
Monitored Risk Management System (RMS), Position, and Obligation reports, communicating findings and recommendations to clients
Prepared and presented daily research reports and trading recommendations to facilitate informed trading decisions
Key Achievements:
Maintained zero trading defaults and zero regulatory violations during tenure
Generated ₹4.2 Cr trading revenue with average daily turnover of ₹12 Cr
Successfully managed proprietary trading portfolio with 18% average annual returns
Education
Master of Commerce (M.Com) - Finance
Osmania University
Hyderabad
01.2006
Bachelor of Commerce (B.Com) - undefined
Nizam College, Osmania University
Hyderabad
01.2004
Skills
Leadership & Management: Team building and motivation Sales leadership Operational management P&L responsibility Strategic planning Business development
Executive Director, Field Force Empowerment at ALLERGAN AESTHETICS, an AbbVie CompanyExecutive Director, Field Force Empowerment at ALLERGAN AESTHETICS, an AbbVie Company