MOHIT ADHIKARI

Experience

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  (Stock Holding Corporation Of India) Shcil Services Limited

  Sept 1999 - Sept 2005

  Assistant Manager

  Branch Head (Depository and Financial Services) STOCK HOLDING CORPORATION OF INDIA LTD. October 1999 – September 2005 (6 years) Delhi, India •Managing complete Business Development and Operations of Noida, Bhikaji Cama Place, and Janpath Centre, with an average client base of 5000. •Driving acquisition of new Relationships for the Depository, Trading, and Financial Services and Products. •Liaising with customers, investors, corporates, HNIs, Banks, and other external agencies to ensure smooth functioning and achievement of targets. •Managing the complete Business Development and Operations of the Branch ensuring maximum efficiency toward the accomplishment of corporate goals. • Cross-sell of Wealth Management & other products like Mutual Funds, PMS, Life Insurance, Bonds & Securities. •Training, mentoring, and motivating the sales team. •Identify and evaluate opportunities for conducting events on a regular basis focused on new lead generation for the organization. •Ensure daily benchmarks both for activity & productivity are met. •Monitor the quality of sourcing of business. •Drive the sales system towards quality standards where risks are well controlled. •Strict adherence to KYC policy, compliance & sales audit procedures of the Depository Services. Show less

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  HDFC Bank

  Oct 2005 - Oct 2016

  Assistant Vice President

  BRANCH MANAGER - RETAIL BANKING My 11-year stint with HDFC Bank helped me to further enhance my skills and ability as a comprehensive professional with an entrepreneurial mindset. It helped me to understand the dynamics of retail branch banking and wealth management business. It helped me in understanding banking operations in detail along with people management and gave me exposure to dealing with Ultra HNI customers and revenue-generating for the organization with an entrepreneurial approach. It further helped me in enhancing my skill in customer service and cross-selling third-party products. This stint also gave me insight into setting up a new branch for a bank, acquiring new business, business development, strategizing & implementing various initiatives for increasing business and managing verticals across locations. Drive the sales system towards quality standards where risks are well controlled. Strict adherence to KYC policy, compliance & sales audit procedures of the Depository Show less

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  JUPITER INVESTMENTS

  Dec 2017 - now

  Managing Partner

  Presently managing M/s Jupiter Investments as Managing Partner based in Delhi since December 2017. Analyzed and evaluated a variety of investments including Mutual Funds, Bonds, Fixed Income Products, and stocks, to develop optimized portfolios. Provided financial counseling and guidance to clients, helping them to make informed decisions and achieve long-term financial success. Provided regular updates on the performance of investments and portfolios, allowing clients to make informed decisions. Developed and implemented a tax management strategy that minimized client tax liabilities. Set up the Business and created AUM of 50 Cr. Show less