1. 2302-A wing, Videocon Tower,
Thakur Complex,
Kandivali (east),
Mumbai-400101
Phone : 7506369885
email : ajaynaria@gmail.com
Ajay Sharma
Brief Profile
Experience in the Financial Services Sector across key areas of
Customer Relationship Management, Business Planning,
Performance Measurement System, Business Advisory Services,
Capital Market Operations, Financial modeling, Risk
Management &Business Development.
In depth knowledge of the process & working of the Brokerage
industry, currently working with IIFL from past 8 years
Experience July-2007 -- Till date - IndiaInfo Line Ltd. (Mumbai)
“Manager” MIS &Business Intelligence( 9 month)
Responsible for managing Performance Measurement System
through score cards & review them on monthly &quarterly basis
Assigning target to sales teamthrough score cards , tracking &
monitoring performance on weekly and monthly basis
Analysis of market share of cash segment for driving volume to
increase participation of individual employee on quarterly basis
Understanding &driving of Cross sell of mutual fund &insurance
on accrual basis
Regularly tracking of daily sales MIS & market Share Analysis of
internal Business revenue MIS zone, area & team wise through
Macros & VBA, Financial modeling understanding cost budget
analysis
Monitoring and analyzing employee performance and ensuring
proper distribution of incentive to the employees, guiding to
achieve their targets
“Business Development Manager” (3 year) (Gujarat)
Successfully managed top 50 franchisee of Gujarat region driving
cross sell(Mutualfund, insurance& NCD),always meet up given
targets of revenue

2. As a BDMof Gujarat region, had successfully conducted investor
meet held at different parts of Gujarat where we had advise HNI to
strategicinvestment & to focus on other financial products
Implementation of documentation process of Gujarat Region help in
registration process of LAP,CV ,HOME LOAN to franchisee
Implementation of work flow chart as per TAT
Educating to teamregarding client relationship system(CRM)
Handling critical query and systemissue
Knowledge and understanding IT architecture and needs
IIFL wealth management ( 2year) Advisor (Mumbai)
Advise Wealth Product ( structure product) to Ultra High Net Worth
Clients &Franchisee
To expand business among existing Franchisee understanding their
specific requirements and reviewing their portfolio fromtime to
time.
TTeam Leader (3 year)Client Services Manager(Mumbai)
Handled teamsize of 20 SaleSupport Executives
Responsiblefor Support to HNI Client
Arrange Conference-Sales Presentation - (Event Management ) of
team Size of 200-250peoples
Responsiblefor Monthly/Quarterly Sales Review Meeting
Apr2006 –July 2007 - IndiaBulls Securities Ltd.(Mumbai)
Client Servicing Manager
Handled teamsize of 18 customer servicing executives
Co-ordination with branch offices spread all over India
Responsiblefor Relationship Manager reallocation
Responsiblefor software management activities
Aug 2004–Apr 2006 -Sonpankhi Shares & Sec. Pvt. Ltd(
Mumbai)
Back Office Manager
Handling day to day operations at Mumbai (Head Office)
Co-ordination with branch offices sub-broker at Delhi & Al war
Liaison with BSE for technical issues relating to terminalconnectivity
Via V-SAT, leased line & WEBEX for branch offices & HNI.
Responsible for Client Management through Admin Terminal

3. Responsiblefor daily fund flows & co-ordination with Bank & Stock
Exchange & administration of back office & Software management
Dec 2001 – Aug 2004 Sutlej Industries Ltd(Mumbai)
MIS Executive (Exports Department)
Generation of MIS reports for Export department
Co-ordination with Bank for Letter of Credit (L/C) & other
documents
Follow up with plant for dispatch & tracking of goods
Co-ordination with Shipping for shipment
Education Post Graduate Diploma in Management (Specialized in Finance)
Score (CGPA- 7.25) from Shanti Business School (Ahmedabad),
2013-2014
Completed First Level of Wealth Management-(CIEL)
Completed NCFM Module (Cash Market & Derivative)
Technical analysis training conducted by Bombay Stock Exchange
B. COM Degree. (March 2000) , Mumbai University
GNIIT Course from NITT (1998-2000)
Computer Knowledge Strong in Excel & VBA Macros, Financial modeling Windows XP,
Visual Basic, power point , Fox pro 2.6, Access , General
Hardware & Networking knowledge
Personal Details
Date of Birth 22nd November 1975
Marital Status Married