Vikas Lakhwani
Dubai
Summary
Experienced with strategic planning and driving organizational growth. Utilizes collaborative leadership style to foster team success and achieve company objectives. Track record of managing complex stakeholder relationships and enhancing operational efficiency.
Overview
15
15
years of professional experience
Work History
Chief Executive Officer
9x Markets Limited
09.2024 - Current
- Established foundational processes for business operations.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Identified new revenue generation opportunities to maximize bottom-line profitability.
- Implemented strong hiring and training techniques to promote team cohesiveness and streamline overall workflow.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Implemented strong financial controls, ensuring accurate reporting and solid decision-making capabilities.
- Developed innovative sales and marketing strategies to facilitate business expansion.
CHIEF REVENUE OFFICER
CPT MARKETS
Dubai, United Arab Emirates
08.2023 - 08.2024
- Spearheaded comprehensive office management, encompassing sales, marketing, operations, compliance, and financial oversight
- Accountable for office P&L, consistently achieving annual revenue growth
- Forged strategic partnerships with brokers and affiliates, expanding regional market presence
- Assembled and led a high performing team of sales, marketing, and finance experts to streamline brokerage operations
- Engaged with regulatory bodies including FSCA (South Africa) and IFSC (Belize) to ensure compliance
GM
CAPEX.COM
Abu Dhabi, United Arab Emirates
11.2022 - 07.2023
- Company Overview: a multi-asset fintech company
- Head of the Abu Dhabi branch for Capex.com
- Responsible for driving the revenue/pnl for the branch by introducing new strategies of client acquisition and growing the AUM for the branch
- Handling ADGM regulatory framework which involves liaising with the compliance department
- Hiring and training the sales team, designing the commission plan and targets & KPIs for the office
- Developing and managing relationships with retail as well institutional clients based in the GCC & South Asia region
- A multi-asset fintech company
CHIEF COMMERCIAL OFFICER
CPT MARKETS
Dubai, United Arab Emirates
05.2021 - 10.2022
- Managing the office and actively involved in all aspects from sales, marketing, and operations through to compliance and finance
- Responsible for the P&L of the office and successfully delivered annual growth
- Established key partnerships with brokers and affiliates to grow regional business
- Built a team of sales, marketing, and finance professionals for the smooth functioning of brokerage operations
- Involved in setting up the CRM, Client Portal, and Partner Portal
- Set up the revenue structure for the product offerings considering the GCC client base requirements
- Introduced the partnership model which contributed 70% of the revenue for the company
HEAD OF MENA SALES
AXI DIFC
Dubai, United Arab Emirates
05.2017 - 04.2021
- Exceeded all individual & team targets during FY19
- Investments(Margin IN) - $8 million Vs target of $3.6 million over 2020-21
- Developed and managed relationships with retail as well institutional clients based in the GCC & South Asia region
- Conducted seminars and webinars for new clients and prospects on a monthly basis
- Responsible for the construction and implementation of the sales and marketing plan for the region
SALES EXECUTIVE
IG
Dubai, United Arab Emirates
08.2015 - 05.2017
- Provided support for self trading clients, Introducing Brokers, Money Managers, and Financial Institutions from all over the world
- Involved in business development decisions for the organization which included a presence at events in UAE
- Increased sales by 100% and exceeded sales targets by employing consultative sales tactics and superior customer care
RELATIONSHIP OFFICER
ORIENT FINANCIAL BROKERS
Dubai, United Arab Emirates
02.2014 - 07.2015
- Developed and strengthened relationships with existing and new clients
- Managed and monitored the existing client's and giving them latest information on the financial markets
- Sales of financial trading platform for retail clients to trade FX, Stocks, Commodities & CFDs
FINANCE EXECUTIVE
CAPITA
Pune, India
11.2012 - 11.2012
- Involved in managing and analyzing Clients' portfolios with products including insurance, pensions, and private funds business
- Prepared and reported Management Information Reports and Service Level Agreement reports to management on a monthly basis
- Monitored and analyzed bank accounts, suspense & control accounts
OPERATIONS EXECUTIVE
THE BANK OF NEW YORK MELLON
Pune, India
09.2010 - 09.2011
- Specialized in Custody banking and securities operations (Cash Management, Corporate Actions, Trade Capture)
- Played a vital role in Global Securities Processing
- Involved in Asset servicing for clients looking to create, trade, hold, manage, service, distribute or restructure investments
Education
CFA LEVEL 3 -
CFA INSTITUTE
06-2025
MASTER'S DEGREE -
UNIVERSITY OF PUNE
01.2012
BACHELOR OF COMMERCE -
UNIVERSITY OF PUNE
01.2010
Skills
- SalesforceCom
- Operations
- Securities (Finance)
- Risk Management
- Management
- Business Development
- Brokerage
- Financial Services
- Risk management
- Executive leadership
Languages
English
Hindi
Urdu
Timeline
Chief Executive Officer
9x Markets Limited
09.2024 - Current
CHIEF REVENUE OFFICER
CPT MARKETS
08.2023 - 08.2024
GM
CAPEX.COM
11.2022 - 07.2023
CHIEF COMMERCIAL OFFICER
CPT MARKETS
05.2021 - 10.2022
HEAD OF MENA SALES
AXI DIFC
05.2017 - 04.2021
SALES EXECUTIVE
IG
08.2015 - 05.2017
RELATIONSHIP OFFICER
ORIENT FINANCIAL BROKERS
02.2014 - 07.2015
FINANCE EXECUTIVE
CAPITA
11.2012 - 11.2012
OPERATIONS EXECUTIVE
THE BANK OF NEW YORK MELLON
09.2010 - 09.2011
MASTER'S DEGREE -
UNIVERSITY OF PUNE
BACHELOR OF COMMERCE -
UNIVERSITY OF PUNE
CFA LEVEL 3 -
CFA INSTITUTE