Tejas Sant
Mumbai
Summary
Results-driven financial services professional with 10+ years of experience in broking, investment advisory, customer success, and digital business growth. Proven expertise in equity & derivatives trading, financial statement analysis, and revenue generation. Adept at leading high-performing teams, driving client engagement, and optimizing digital trading adoption. Strong background in handling financial queries, enhancing customer experience, and implementing data-driven strategies to boost profitability. Passionate about leveraging technology and fintech solutions to streamline financial operations and maximize business growth.
Overview
12
12
years of professional experience
Work History
Manager Customer Succeess
Countable
08.2022 - 07.2024
- Assisted clients, including accounting firms and financial professionals, in resolving complex financial statement queries, ensuring accuracy and compliance with regulatory standards.
- Provided in-depth guidance on financial reporting best practices, helping clients navigate balance sheets, income statements, and cash flow statements within the platform.
- Troubleshot discrepancies in financial data and worked closely with internal teams to resolve technical and accounting-related issues efficiently.
- Conducted training sessions for finance teams on optimizing the platform for automated financial statement preparation and reconciliation.
- Acted as a liaison between 60 clients and the product team to enhance features that improve financial data accuracy and reporting efficiency.
Manager
Motilal Oswal Financial Services
11.2018 - 04.2022
- Led a team of 40 brokers and relationship managers to drive revenue generation through equity, derivatives, and other financial products.
- Managed and expanded the client portfolio by providing strategic investment advice and customized financial solutions.
- Oversaw brokerage operations handling 7.5Cr annual revenue, ensuring seamless trade execution, compliance with regulatory requirements, and high client satisfaction.
- Developed and implemented sales strategies to achieve 4x business targets, improve client acquisition, and enhance cross-selling opportunities.
- Provided leadership, training, and mentorship to the team, fostering a high-performance culture and improving overall productivity.
- Analyzed market trends and customer investment behavior to identify growth opportunities and optimize trading strategies.
- Collaborated with research and product teams to offer clients insightful market analysis and value-added financial products.
Deputy Manager
Kotak Securities
05.2015 - 11.2018
- Led initiatives to drive digital business growth by promoting online trading platforms and increasing client adoption of digital investment solutions.
- Managed a portfolio of 50+ top HNI clients, educating them on online trading tools, market insights, and digital investment strategies to enhance trading activity.
- Developed and executed strategies to boost digital engagement, improve platform usability, and maximize client trading volumes.
- Collaborated with technology and marketing teams to enhance the online trading experience and implement client-focused digital solutions.
- Provided training and support to clients on navigating the trading platform, placing orders, and utilizing advanced digital trading features.
- Monitored trading behavior and market trends to identify opportunities for cross-selling financial products and increasing overall revenue.
- Ensured 100% compliance with regulatory requirements and risk management protocols in digital trading operations.
Relationship Manager
HDFC Securities
03.2014 - 01.2015
- Managed a portfolio of high-net-worth clients, boosting client retention by 20% through personalized investment strategies
- Achieved a 25% growth in assets under management (AUM) by crafting tailored financial plans and investment solutions
- Cultivated strong client relationships through consistent communication, in-depth market analysis and timely investment advice
Retention Manager
Sitel India Pvt Ltd
10.2012 - 01.2014
- Analyzed customer data and market trends to identify at-risk clients and proactively addressed their needs, resulting in a 10% reduction in churn
- Managed a team of retention specialists, offering guidance and training to ensure consistent execution of retention strategies and goals
- Developed and implemented effective client retention strategies, leading to a 15% increase in customer retention rates
Education
Bachelors of Science -
Mumbai Univeristy
MumbaiMasters in Finance -
Mumbai University
MumbaiSkills
- Equity & Derivatives Trading
- Financial Statement Analysis
- Investment Advisory
- Revenue Generation & Profitability
- Sales Strategy & Execution
- Cross-Selling & Upselling Financial Products
- Digital Business Development
- Team Leadership & Performance Management
- Training & Mentorship
- Financial Compliance & Risk Management
Timeline
Manager Customer Succeess
Countable
08.2022 - 07.2024
Manager
Motilal Oswal Financial Services
11.2018 - 04.2022
Deputy Manager
Kotak Securities
05.2015 - 11.2018
Relationship Manager
HDFC Securities
03.2014 - 01.2015
Retention Manager
Sitel India Pvt Ltd
10.2012 - 01.2014
Bachelors of Science -
Mumbai Univeristy
Masters in Finance -
Mumbai University
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