Vice President
Motilal Oswal
Total years of experience :16 years, 5 Months
Heading North America desk, responsible for scaling up existing relationships and business development. Also, conducting corporate/industry expert road shows & organizing client road shows.
• Building on to existing relationships and creating new client pipeline
• Devising client specific strategies along with facilitating business development for new clients & geography
• Responsible for aligning research services, corporate access and differentiated access to clients
• Improving business processes
MOTILAL OSWAL SECURITIES LTD (MOFS IN) (Oct 2013 - to Present)
Vice President - Institutional Sales - North America
Heading North America desk, responsible for scaling up existing relationships and business development. Also, conducting corporate/industry expert road shows & organizing client road shows.
• Building on to existing relationships and creating new client pipeline
• Devising client specific strategies along with facilitating business development for new clients & geography
• Responsible for aligning research services, corporate access and differentiated access to clients
• Improving business processes
EMKAY GLOBAL FINANCIAL SERVICES LTD (EMKAY IN) (Aug 2012 - Oct 13)
Institutional Equities - Equity Sales - North America
Heading North America desk, responsible for business development from scratch and strengthening relationships. Also, conducting corporate/industry expert road shows & organizing client road shows.
• Generated revenues from new clients and increased traction in existing relationships
• Devised strategies that facilitated business development for new clients & geography
• Responsible for aligning research service to clients
• Improved business processes
Heading North America desk, responsible for business development from scratch and strengthening relationships. Also, conducting corporate/industry expert road shows & organizing client road shows.
• Generated revenues from new clients and increased traction in existing relationships
• Devised strategies that facilitated business development for new clients & geography
• Responsible for aligning research service to clients
• Improved business processes
BATLIVALA & KARANI SECURITIES PVT LTD (B&K) (June 2010 - Aug 2012)
Institutional Equities - Equity Sales - North America
Core team member for North America that developed new relationships and strengthened existing business accounts. Accompanied corporates, industry experts & analysts on road shows to North America.
• Spearheaded efforts single handedly to establish a strong client base in Canada, a new geography for B&K
• Empanelled 4 new accounts in Canada and 3 in the US, making B&K the only domestic broker for a few accounts
• Scaled up business in 5 existing North American accounts
• Ensured that B&K maintained its first mover's advantage across Canada
Institutional Equities - Equity Sales - North America
Core team member for North America that developed new relationships and strengthened existing business accounts. Accompanied corporates, industry experts & analysts on road shows to North America.
• Spearheaded efforts single handedly to establish a strong client base in Canada, a new geography for B&K
• Empanelled 4 new accounts in Canada and 3 in the US, making B&K the only domestic broker for a few accounts
• Scaled up business in 5 existing North American accounts
• Ensured that B&K maintained its first mover’s advantage across Canada
Advisor - Wealth Advisory & Investment Services (Dec 2008 - June 2010)
• Servicing HNIs and Corporate clients based in India (Net worth more than USD $10mn)
• Procured 10 new accounts and scaled up business in 20 existing accounts
• Raised more than USD $60mn in IPO funding through various accounts for the company
• Advised clients on equity investments, structured products and alternative investments
• Identified different products and investments as per clients' investment horizon & profile
• Conducted the 'Learning Series'
EDELWEISS SECURITIES LTD (EDEL IN) (Jan 2008 - June 2010)
• Servicing HNIs and Corporate clients based in India (Net worth more than USD $10mn)
• Procured 10 new accounts and scaled up business in 20 existing accounts
• Raised more than USD $60mn in IPO funding through various accounts for the company
• Advised clients on equity investments, structured products and alternative investments
• Identified different products and investments as per clients’ investment horizon & profile
• Conducted the ‘Learning Series’
Institutional Equities - Associate - North America (Jan 2008 - Nov 2008)
• Developed relationship in new accounts in North America
• Showcased research & product strength to Portfolio Managers/ Research Personnel/Traders in North America
• Understood Business Fundamentals of various sectors and companies
• Coordinated the "Edelweiss India Conference", New York in 2008
Masters in Management (Finance) - N.L. Dalmia Institute of Management Studies & Research, Mumbai, 2008
Bachelor's in Engineering (Chemical) - Thadomal Shahani Engineering College, Mumbai, 2006