success stories - motilal oswalmyzone.motilaloswal.com:1022/uploadfiles/banner/case... · 2016. 5....

Case studies of our employees who have displayed the competencies & been successful.

Success Stories

Abhishek Jain Associate Vice President

Private Equity

Example of ‘Continuous Improvement’ competency

Abhishek joined the Private Equity department in the year 2010, during this period the details of the deal were only stored on paper. With Abhishek’ s innovative thought process we were able to develop a Private Equity Customer Relationship software(PE-CRM). This software helps in capturing all critical information like customer interactions and data throughout the customer lifecycle. This automation has helped business to retrieve any old investment data promptly.

Gaurav Manihar Executive Vice President Broking & Distribution

Example of ‘Developing Organisational Talent’ competency

Gaurav in the year 2007 recruited 100 MTs for equity advisory team to improve the clients’ experience with MOFSL. MTs were trained by Gaurav to provide best service to the clients. Within 8-12 months of hiring these MTs, client experience and satisfaction improved immensely and these MTs were promoted as advisors. Gaurav has been a key contributor in developing talent in the company. He has ensured that the knowledge he acquired is shared with team. He has also delivered various technical trainings to the PCG, CAD, and Advisory team.

Mihir Kothari Senior Vice President Institutional Equities

Example of ‘Customer Focus’ competency

Mihir joined MOFSL in 1997 and was handling HNI sales. In 2002, we launched a branch in Andheri for which Mihir was deployed as branch manager to increase sales. At that point branches were a new concept in the industry. Mihir with his ability and knowledge about the financial market, tried to gauge the client needs. His constant follow- up and understanding of customer needs was highly appreciated by clients, which helped the branch to be successful. He was later moved to Institutional sales, where the international service was doing well, however the domestic service had to be built. Mihir along with his team worked on improving the client service levels by increasing the client orientation, developing comfortable relationship with clients and engagement level. This improved client rankings in domestic Institutional Equities.

Deven Mistry Vice President

Institutional Equities


Deven previously had experience in managing the backend data, so he joined the Institutional Equities team as a database manager. Later, he thought of creating a handbook of all the companies under MOSL, which would help the clients to view all products of the company at one go. This book was known as the MOSt Valuation Guide, which was circulated amongst the clients. This helped in getting more business to the company. Deven has ensured that the TAT for the response to clients is not more than 6 hours, thus giving an edge over the competitors.

Abhishek Jain Associate Vice President

Private Equity

Example of ‘Strategic Focus’ competency

Abhishek being a fresher to PE business supported the senior management team by collating financial details in excel and analysing the transactions. He had built a strong relationship with portfolio companies due to which he got an opportunity in exiting one of the marquee transactions i.e. AU in FY 12, FY 13 and FY 14. Over the time, he built good network with intermediaries and Investment bankers where he supported senior management team in fund raising from IFC, FOF etc. and even did many empanelment with Banks.

Kunal Jadhwani Vice President

Asset Management

Example of ‘Knowledge Driven’ competency

Kunal has made transition from a back end role to front end role. He has been diligent about every sector he was aligned to by gaining in depth knowledge. He also followed the suggestions given to him by his manager like reading reports, news papers, articles etc. By following their suggestions and applying his knowledge he gained expertise in Banking & Financial, Consumer and Pharma sector. Being a manager, he has given on-the-job trainings to his team to improve their productivity. His level headedness and calm approach has helped him to come a long way.

Dhruv Muni Vice President

Private Wealth Management


Dhruv got an opportunity to work in the business solutions department where he had to develop the CRM software from the scratch. He had very little exposure to IT, so he first made a dummy module of the project on excel and ensured that the process and flow works fine for a month. Then, this was implemented on the software. The entire project was made live in 8 months’ time. As a head of the Operations - PWM, Dhruv fine-tuned the client login portal by understanding the trends of competitors. He streamlined processes which lead to better client servicing and accurate client mapping for portfolios. He also started with the POA (Power of Authority) option where the client wouldn’t have to give cheques which eases clients and organizations This helped us in meeting the industry standards.


Arun Chaudhry joined MOFSL in February 2011 with the responsibility of business intelligence and communication for clients. His attitude of saying yes and quest to learn different aspects of business gave him exposure to work for different roles like Product Development, Lead Generation, Online Marketing, Call N Trade, Branch Programme, Digital Sales, Tele Sales etc. Earlier the business was driven through offline mode where the advisory team called the clients to address their query/issues. This created lot of dependability on the advisors. To reduce this, Arun analysed the current process and introduced a new technology where clients can use various options like web, online app, which led to improvisation of process This has made the process to be on auto-pilot mode.

Arun Chaudhry Vice President

Broking & Distribution


Nikunj joined the franchisee business in MOFSL group. Later he was moved to the Institutional equities department in the year 2009, here he started off by tapping small clients and subsequently started interacting with big clients. He tries to understand the clients perspective, constantly feeds them with different set of portfolios based on the clients’ needs. Nikunj believes that every client is different and each has a different need. He understands the importance of adapting to the client’s needs. He also tried to make long lasting impact on clients by making some appealing lines in the Bloomberg, which was not done before. Following these set of principles makes him stand out.

Nikunj Sheth Vice President

Institutional Equities


MOPE being a new entrant in Private Equity business, had to differentiate in terms of investment philosophy, built trust amongst investors, introduce new Institution Investors etc. Vishal demonstrated strong conviction on the investment philosophy and he was part of the decision making in many marquee transactions. His sector knowledge, financial knowledge, AUM finance had a substantial impact on fund raising from Off-shore market. He believes in learning from others, so on an ongoing basis he meets many Industry leaders /Fund Managers/ Investment Bankers etc. and understands their perspective towards any industry. His qualities of being self-motivated, learning mind-set and sharing knowledge has helped him to create good network & have good intelligence in PE Industry.

Know all Captain Competent on MyzOne under spotlight

Vishal Gupta Director

Private Equity

Arbab G M Vice President

Broking & Distribution - Franchisee


Arbab started his journey with MOFSL in the PMS department in 2006. He moved to Delhi to increase the presence of MOSL. People/clients in Delhi were not aware of the brand as we had less presence in the region. He thus created an entire plan where he made the clients realize that in todays scenario because of technology; locational presence is not required to do business. He conducted roadshows, seminars, activities and workshops to educate people / clients about the same. From earning 8 – 9 lakhs monthly, the region started generating monthly revenue of 1.5 cr. With the same strategy he also started the franchisee business in Punjab, UP and other north regions


Shalibhadra Shah Executive Vice President

Corporate Planning – Audit Accounts


Shalibhadra joined MOFSL in 2006 as AVP for taxation. He was handling a 5 member team for taxation and accounts. The process to get the expense voucher on paper was tedious as lot of them would be lost in transit. Shalibhadra thought of streamlining the process and introduced the TNE model for all the employees. This was easier to use and the approval cycle was simplified. This has helped the accounts team and the employees for processing the bills without any hassle.


Jigar Shah Senior Vice President Institutional Equities


Jigar joined MOFSL in the advisory team. He always focused on the values set by the company and kept his clients first. He understood the clients needs and analysed them. He build portfolios based on the analysis and feedback shared by the clients. This helped him to get more clients and huge amount of appreciation from them.

Nisha Shah Director

Investment Banking

Example of ‘Developing Organizational Talent’ competency

Nisha Shah joined the Equity Capital Market (ECM) vertical on 1st September 2006. She has demonstrated potential to take higher responsibilities independently. Her self-motivated, transparency in communication and team player attitude has differentiated her to take up the leading role in ECM currently. Considering her long tenure and experience in ECM, she has built good network in the industry. Considering her leadership style of open door policy and mentoring approach, she is able to bring best from the team who are very compliant, customer oriented and proactive.

Kunal Haria Vice President



Kunal joined MOFSL as a fresher with limited knowledge of the broking industry. The summer internship he did earlier in marketing helped him build on his sales capability. He knew that the knowledge he possessed for stocks is not enough and that he had to learn and upgrade himself with the market trends. Therefore, he started reading articles and books related to market to gain more knowledge which was appreciated by his superiors and peers. As his ability to understand stocks increased by tracking the daily market and the sensex, he gradually started handling independent sales calls.

Noel Mascarenhas Associate Vice President

Marketing

Example of ‘Result Oriented’ competency

Noel joined the MOFSL group in the year 2007 as an Assistant Manager in the Marketing department. His role was to handle the branch branding and marketing for the PWM business. Looking at his potential, he was assigned additional responsibility of designing and executing online campaign. Noel did not have any prior experience in this but with his attitude of successfully completing the tasks assigned to him; he started connecting with vendors for web designing and created campaigns with their help. The campaigns created by him increased the traffic on the website. He was later given the opportunity of handling internal events which were earlier outsourced. Noel has also created a numbers of AVs, major one being the THINK BIG campaign.

Gaurav Manihar Executive Vice President Broking & Distribution


Gaurav started his journey in Motilal Oswal as a relationship manger in 2003. During this year, company had launched several branches and Gaurav was given the opportunity to head the Borivali branch. Gaurav was leading the branch with only one dealer. He realised that to bring in business he will have to build a client base. Therefore, he started advertising the branch through cold calling, using friend’s references and local activities. His way of acquiring clients tactfully helped the Borivali branch to be the highest profit generating branch in his region.

Rupali Dicholkar Associate Vice President

Business Operations


Rupali joined the MOFSL group in the year 2003 as a MT with knowledge of Broking and IT. Her role was to streamline the processes. Rupali has worked on several projects and subsequently she was assigned a team where she imparted her knowledge to them. She guides the team to think over reducing time on their tasks and empowers them to take decisions for resolving issues.

Kshitiz Mahajan Vice President

Asset Management

Example of ‘Result Orientation’ competency

Kshitiz has built a brand for MOAMC in North by activating & reaching out to important retail counters i.e. IFA’s & ND’s. His result orientation and entrepreneurial mindset has led him to focus in areas other than Delhi i.e. regions like Lucknow, Chandigarh & Jaipur. He has taken larger responsibilities by setting stretched targets for himself and has been able to deliver on them. i.e. Net sales in FY14 was 22cr, FY 15 was 255cr & FY 16 (Dec’15) is 742cr. His qualities of being aggressive, dynamic & self-motivated with focus on his targets has helped him to create strong network & market intelligence in North region; especially Delhi.

Arvind Jain Vice President



Arvind joined MOFSL as a Management Trainee. In 2008 when the markets were low, Arvind with his positive attitude, took this as an opportunity and met his clients. He took accountability and responsibility for the loss. His service attitude has always made him think of his clients first. He has always kept his clients engaged and focused on their needs. His ability to understand clients psychology of investing their funds has made him successful. He also revived a big client by engaging with them and later getting a deal of 50 crore from them.

success stories - motilal oswalmyzone.motilaloswal.com:1022/uploadfiles/banner/case... · 2016. 5....

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