Summary
Overview
Work History
Education
Skills
Websites
Certification
Personal Information
Timeline
AdministrativeAssistant

UDAY MAKVANA

Area/Regional Manager
Ahmedabad,Gujarat

Summary

My career objective is to be part of an organization where I can optimally utilize my skills, learnings, and knowledge, and contribute to achieving the organization's goals and leading my career.

Overview

10
10
years of professional experience
3
3
Certification

Work History

Area/Regional Manager

Rupeezy
Ahmedabad
03.2025 - Current
  • Managing relationships with Mutual Fund Distributors (MFDs), providing product updates, digital tool training, and business support to drive AUM growth.
  • Achieved ₹3 L+ SIP book within 4 months by activating 20 new MFDs and enabling their rapid onboarding.
  • Designed and launched AUM Planner and Goal-Based Investing Excel tools; conducted webinars to train MFD partners for improved client engagement and business planning.

Team Leader

Motilal Oswal Financial Services
Ahmedabad
09.2023 - 03.2025
  • Worked as Team Leader for Ahmedabad region and managed 25 equity advisors team placed at different franchises.
  • Driven revenue by managing team of advisors and relations with franchise owners.

Branch Manager

NJ India Investment
Nadiad
12.2022 - 05.2023
  • Managing branch operations on daily basis along with Sales team of 2 Unit Managers
  • Managing 60 Mutual Fund distributors having total above Rs 300 crores of AUM.
  • Recruiting and training Mutual Fund distributors
  • Supervising and monitoring employees for the work assigned.
  • Generating the business in different parameters like - Net Sales, SIP Sales, Client Acquisition, Insurance sales and Loan Against securities.

Research Analyst (Technical Analysis)

AGIL Wealth Management
Ahmedabad
02.2021 - 02.2022
  • Generating trade ideas after analysing various Indian stocks and Indices through extensive Technical Analysis and Price action patterns
  • Index Derivatives analysis and strategy building
  • Report writing on Daily market updates

Sales Team Leader

5 Paisa Capital
Ahmedabad
06.2019 - 12.2019
  • Team Management of 15 outbound sales executives
  • Monitoring and reporting of Sales Targets Vs Achievement

Senior Equity Advisor

ICICI Securities
Bangalore
09.2017 - 11.2018
  • Revenue generation and Conversion of stop trading & Non trading Clients
  • Up selling i-direct products like Prime and Margin products and getting investments through SIP, Lumpsum and SEP routes

Assistant Sales Manager

Zerodha
Bangalore
09.2015 - 09.2017
  • Identifying client needs and selling broking products to achieve sales targets month on month
  • Building and expanding the client base through client referrals, adding new business partners and maintaining relationships.

Education

PGDM/MBA -

Indus Business Academy
Bangalore
01.2014

Skills

  • Branch management
  • Team leadership
  • Business development
  • Problem Solver
  • Equity Research and Analysis
  • Technical Analysis
  • Microsoft Office
  • MF AUM growth strategies
  • Digital tool training
  • Relationship management

Websites

Certification

  • NISM Equity Derivatives Certification, VIII, 06/01/22
  • NISM Mutual Funds Distributor Certification, VA, 03/01/23
  • NISM Research Analyst Certification, XV, 01/01/21

Personal Information

Date of Birth: 05/03/90

Timeline

Area/Regional Manager

Rupeezy
03.2025 - Current

Team Leader

Motilal Oswal Financial Services
09.2023 - 03.2025

Branch Manager

NJ India Investment
12.2022 - 05.2023

Research Analyst (Technical Analysis)

AGIL Wealth Management
02.2021 - 02.2022

Sales Team Leader

5 Paisa Capital
06.2019 - 12.2019

Senior Equity Advisor

ICICI Securities
09.2017 - 11.2018

Assistant Sales Manager

Zerodha
09.2015 - 09.2017

PGDM/MBA -

Indus Business Academy

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UDAY MAKVANAArea/Regional Manager