Girish Sodani

Girish Sodani Email and Phone Number

Expert - Wealth Management @ Ensure Capital
Indore, MP, IN
Girish Sodani's Location
Indore, Madhya Pradesh, India, India
About Girish Sodani

Quality rich experience of 14+ yrs into Retention desk, Business Strategies, HNI's Client Acquisition Model, Business Development and Zonal business planning. Tasted of multiple role includes: * Developing Strategic plan for Equity Broking, Wealth Management, Channel for Branch to Zone levels.* Corporate Investment strategist include design model portfolio and allocations * Develop focus on scale of business growth via new pitching models for area mappings and client retention model.* Revenue Generation planning for Zones & Branches.* Strategy for improving DTC as well ARPC on zonal levels. * Feature on ETNow Swadesh & BIZ TAK (aajtak) channels as Head - Equity Market (fundamental view on stocks as well as market). * Share view on Sectors and Stocks as article with Money-Control, ET, MINT Business and many more.

Girish Sodani's Current Company Details
Ensure Capital

Ensure Capital

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Expert - Wealth Management
Indore, MP, IN
Website:
ensurecapital.in
Employees:
4
Girish Sodani Work Experience Details
  • Ensure Capital
    Expert - Wealth Management
    Ensure Capital
    Indore, Mp, In
    View
  • Ensure Capital
    Team
    Ensure Capital Sep 2024 - Present
    Indore, Madhya Pradesh, India
    Coming up with advanced & unique flavours of asset instruments in a simplified version.
    View
  • Iifl Securities
    Ass Vice President - Pcg Desk
    Iifl Securities Dec 2023 - Aug 2024
    Mumbai, Maharashtra, India
    Handling PCG & Retention Desk for HNI'S & UHNI's
    View
  • Swastika Investmart Limited
    Head Direct Business (Equity)
    Swastika Investmart Limited Apr 2022 - Nov 2023
    Indore, Madhya Pradesh, India & Mumbai
    Head of Direct Business in EQUITY & HNI Wing of Zone. * Handling all branches DTC, ARPC and Activation numbers.* Model Portfolio Strategies in Equity Verticals for #HNI, #UHNI #NRI clients. *Handling Zonal Level Retention Desk of branches.* Fulfilled team performance.
    View
  • Swastika Investmart Limited
    Zonal Head (Director Zone - Preferred Desk Strategies)
    Swastika Investmart Limited Feb 2021 - Nov 2023
    Indore, Madhya Pradesh, India
    * Design Business & Growth Strategies. * Operational level model planning & executions* Focus on Revenue Generation Model & BD of Director Zone (HO, Jaipur & Kota)* Design & Retain HNI's and their asset class for Zone levels.* Retention Model Strategies for Branch & Zone levels along with justified KPI in term of conversion. (Monitoring on Clients Working Cycle)* Develop Partner Channels, Planning for allocation & retention of existing AP's.* Measure the KPI, DTC, ACR for day to day monitoring of Branches, Channel & Team performance. * Experince in handling 100+Cr AUM under HNI & U.HNI's Direct Equity Portfolio.
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  • Prudent Broking Services Pvt. Ltd.
    Regional Partner - Indirect Channel
    Prudent Broking Services Pvt. Ltd. Dec 2019 - Jan 2021
    Indore Area, India
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  • Prudent Broking Services Pvt. Ltd.
    Partner - Branch (Indirect Channel)
    Prudent Broking Services Pvt. Ltd. Jan 2013 - Oct 2018
    Indore Area, India
    Worked as State Head of Prudent Group taking care of Sales Development, Technical Research and keep measure the working of Branch output for M.P Region. Involve in operational calculations and justification over all performance of all Branches and Sub Brokers. Handle major profile into Corporate Segment and tie-up for complete wealth management solutions.and also include profile into: 1. Demat and Trading accounts. 2. Mutual Fund investments 3. Insurance. Justification on KPI of branches and team under MP Region.
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  • Karvy Stock Broking
    Sr Manager - Wealth Management
    Karvy Stock Broking Dec 2009 - Sep 2012
    Bhopal, Madhya Pradesh, India
    • Ensure on regular business from our B2B Model Strategies of Retails accounts.• Pitch diversified Wealth Management options for Retail Clients• Core business development in Bhopal and taking care of other part of M.P. • Planning for promotion strategies for new & retaining of existing accounts.• Coordinate with core product Heath Insurance, CASE (wealth management team) for develop business areas. • Acquisition of prospective HNI accounts. • Ensuring the productivity of the 15 teammates, Franchises and Partners.
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  • Edelweiss Capital
    Manager (Corporate Accounts)
    Edelweiss Capital Jan 2008 - Aug 2009
    Mumbai Area, India
    Designs investment portfolio for corporates.
    View
  • Bharti Airtel Limited
    Sales Manager ( Postpaid Connection)
    Bharti Airtel Limited Dec 2001 - Feb 2003
    Indore Area, India
    Business development for corporate & retail for postpaid connection, area mapping, sales through local channel and new channel development, promotional strategies. handle team of associates.
    View

Frequently Asked Questions about Girish Sodani

What company does Girish Sodani work for?

Girish Sodani works for Ensure Capital

What is Girish Sodani's role at the current company?

Girish Sodani's current role is Expert - Wealth Management.

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