Bhavesh Patel

Experience

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  Motilal Oswal Financial Services Ltd

  Jun 2005 - Jul 2009

  Manager Alliances-Gujarat
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  Karvy Finapolis

  Jul 2009 - Mar 2010

  Regional Acquisition Head-North Gujarat
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  IDBI Capital Market service Ltd

  Apr 2010 - May 2012

  Cluster Head-Gujarat

  Accountable for revenue generation & client servicing for the entire Cluster.• Acquisition of 3 in 1 a/c through IDBI Bank branches/Alliances bank Channel/Sub Broker and other verticals.• Dealing with own branches for revenue generation.• Sales generation/client acquisition from Branches & NCA Team.• Improve business generation from new and existing clients.• Cement existing relationships, develop new ones; strong service attitude.• Directly servicing the super HNI client.• Mentoring the team of Equity Advisors/Relationship managers to ensure high level of performance is delivered by the team.P&L of the Cluster. Show less

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  Universal Commodity Exchange Ltd

  May 2012 - Jul 2014

  Assistant Manager-Business Development(Gujarat)

  -Responsible for P&L of entire Region and day to day Operation.-Conduct Joint Awareness programs to ensure that the members(Direct Members Of BSE/NSE/MCX/NCDEX) and clients understand more about the exchange function, benefits or commodities trading, etc.-Identify and develop new relationships with members and Membership Acquisition.-Training of new members on the exchange function, how to use the screens, how to trade, etc-Customer Relationship Management-Maintain and manage relationships with existing members and ensure that they are active on the exchange and well supported.-Resolve member / client complaints and issues.-Interact with members in order to answer queries on products, contracts, etc-Coordination with Warehouse and Vaults. Show less

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  Tata Capital

  Jul 2014 - now

  •Responsible for acquisition, growth of the LAS book and profitability for the region & ensuring Nil NPA.•Develop strategic concepts with regard to the Strategizing, formulating and executing plan for increasing existing penetration of LAS,IPO and Digital Business product.•Need to Identify and Development Channel Partner network for Gujarat and MP.•Meeting with Client and Channels on Regular Basis to generate LAS leads from them.•Explore and identify new sourcing avenues and channels to increase penetration and Building a positive Book.•Meeting with existing Relationships with having monthly review, product updates Reports and references from them for LAS and Cross-sell products.•Risk management of Portfolio. Show less

  • Associate Vice President Sales

    Apr 2023 - now

  • Assistant Vice President Sales

    Apr 2021 - Mar 2023

  • Sr.Territory Sales Manager,Loans Against Securities,ESOP Funding & IPO Finance

    Apr 2018 - Mar 2021

  • Territory Sales manager -loans Against Shares

    Jul 2014 - Mar 2018