1. PRUTHVIRAJ VAJA
Goyal Row House,Mansi circle,Vastrapur,Ahmedabad
2, pratapnagar,behind mahila college,Jamnagar-Gujarat
46-c, Krishna society,Near sub station,Sardarnagar,Bhavnagar-Gujarat
Phone: 09377621422, 07624091976 Email: pruthvi2525@gmail.com
FINANCIAL SERVICES(STOCK BROKING,MICRO FINANCE,INSURANCE & BANKING) BANKING/CASA/JEWEL
LOAN/INSURANCE/AGRI LOAN/TRAVEL CARD/NRI SEVICES/WEALTH SERVICES/FIX DEPOSIT/TERM DEPOSIT/
EQUITY/COMMODITY/CURRENCY/MUTUAL FUND/IPO/INSURANCE/ PORTFOLIO MANAGEMENT PROFESSIONAL
Offering 12+ years of sterling experience; seeking challenging assignments across the industry as Branch Head across the Capital
market in the areas of Branch Development.
PROFILE
 Having a fruitful experience in Micro finance firm and generating 15000 customer portfolios and handling 20 cr. Portfolio size
handling in bhavnagar branch.
 A dynamic Professional with 14+ years’ experience in Financial Sector with proven expertise in understanding the Business &
Finance of the companies, Equity Analysis & Research, Portfolio Management, Risk Management, Technical Analysis and
Customer Relationship Management
 Thorough knowledge of market dynamics with insight into Equities, Derivatives, & Building excellent Client Relationships;
capable of combining strong business acumen with the ability to conceive profitable and efficient business solutions
 Highly organized with effective customer service skills at all levels to manage business aspects; strategic marketer with a keen
business acumen in analyzing and understanding business requirements, customer-value maximization and develop new business
and revenue streams
 A skilled Financial Analyst with demonstrated capability to create and execute innovative quantitative strategies to consistently
generate new revenue streams and improve performance in targeted market sectors
 A strong team leader /player, training, guiding and motivating teams of professionals towards maximum productivity with
exceptional consensus building, negotiation and interpersonal skills, analytical mind and comprehensive problem detection/ solving
abilities
 Consummate professional with keen business acumen in understanding financial requirements coupled with adequate experience
in appraising the current state of affairs in the equity segment
Core Competencies
Fund Administration  Strategic Management  Stock Analysis  Operations/ Branch Management  Customer Servicing 
Relationship Management  Portfolio Management  Compliance  Business Development 
PROFESSIONAL EXPERIENCE
Branch Manager
Janalakahmi Financial Ltd Since 24-06-2015 To Till Date
Presently i am working with Janalakshmi microfinance/Banking ltd as a profile of Branch Manager, this firm getting banking
licence in Sept 2015 and now jfl has making structure of banking and it will complete in August 2016. Presently I am looking
small batch loan of middle class and below average peoples and also given Nano loan(big size loan) to potential existing
customer. Presently I have to handling 15000 customer with 20 cr. Portfolio in branch.And handling team size of 28 empl.
Branch Manager
HDFC SECURITIES LTD SINCE 10-02-2014 TO 05-03-2015
Presently I work with “HDFC SECURITIES LTD” as a profile of a “Branch Manager” handling entire branch with generating
revenue from product of “Equity,Currency,General Insurance,Life Insurance,Home loan,Vehicle loan,Personal loan,Bonds
Ipo and MF, having a 5 employee team in Branch also motivate to team and given product knowledge to them, canopy
activity with team and get to gather with customer for generating new reference and its helpful to increase revenue from
all products. And also co ordinate with 15 Hdfc bank branch for a new customer acquisition so every week visit to 1 by 1
branch and maintain relation with banking staff.
Branch Head/ Franchise Development Head
NETWORTH STOCK BROKING LTD SINCE 11—03-2013 TO 08/02/2014
I was work with Networth stock broking ltd as a Profile of Branh Head/Franchise Development head. Here I am looking
Franchise development as well as Branch head in Jamnagar. Handling 5 employee team in branch,generating revenue,
get to gather with existing customer for a new customer reference, motivate to employee and given new product
knowledge to employee. With also looking whole Saurashtra franchise business acquisition new franchise, streamline to
existing franchise support to him and also motivate to generate revenue.
BRANCH MANAGER

2. ICICIBANK LTD SINCE 16-11-2011 TO 10-05-2012
Banking experience: I was a work with ICICIBANK as a Branch Head at Diu-Gujarat I have join this organization in 16th
nov
2011 and handle 10 employee dedicate team at branch with achieving targets and selling products like Life Insurance
policy, CASA,FIX DEPOSITE,RD,LOAN,NRI SEGMENT,SIP,Jwel Loan, Business Banking. Here I handled 10 employee
team with achieving every month 8 lacks target of Life Insurance, CASA contest, sale Gold coin achieving 20 lacks target
of jewel loan every month sell travelling card and doing all productivity like canopy tent activity, Atm activity, Lobby
management, leaflet distribution at every shop and home. Branch was achieved all targets as per senior management
expectation. My roll In the branch was Upkeep of the Branch and ATM, Profit and Loss and Balance Sheet Management,
tracking and monitoring daily productivity and book movement of the branch, ensure Branch headcount budget to be
maintained, ensure Role clarity of employees in the branch, Ensure that the BEST template is fully updated, Comply with
Banks policies and processes, thorough knowledge of daily banking operations and products and services, timely
communication of relevant information to the Branch employees for the smooth functioning of the Branch, ensure timely
escalation of issues impacting business and appropriate solutions to address the concerns, ensure comprehensive
compliance with all regulatory and statutory requirements as relevant for the branch and for various product and
services, awareness of ISO 9001:2000 standards & meet/exceed set quality parameters conforming to the standards,
ensure safety and security of bank's and customer's assets, ensure Audit related deliverables both internal and external
are met as per the prescribed norms, Ensure timely submission of MIS reports etc..
SMC STOCKBROKING LTD SINCE 01-01-2008 TO 15-11-2011
BRANCH MANAGER
 Actively involved in trades for retail & HNI clients, and responsible for communicate intra-day trading calls and invested ideas to
customers
 Responsible for daily monitoring of operations at franchises and maintaining regular relations with clients & confirming trade to
client after market
 Executing the clients’ orders, also responsible for generating business and giving a high turnover-volume to the company
 Responsible for escalating customer grievance/trade error and resolving it, making clients aware of new stocks, which are
fundamentally good and profitable
 Communicating intra-day trading calls and investment ideas to customers and punching pan card entry of all clients of company on
NSE also responsible for mapping the client code
 Responsible for branch profitability team handling motivate to team and given product knowledge to team.
 Acquired 15 franchisees in 4 year with acquired 1500 customer base. We had worked in Equity, Commodity, Currency, Mutual
Fund, Ipo, Insurance and achieving all targets as per company expectations. Handling 30 person employee team in branch and
generated revenue 2 times of branch costing.
ARCADIASTOCK BROKING PVT LTD SINCE 01-12-2006 TO 30-12-2007
BRANCH MANAGER
 Deftly managed the equity portfolios of individual clients & meeting their day-to-day requirements
 Successfully identified Derivatives Strategies so as to enhance yield on the underlying portfolio as a whole and for individual stocks
 Judiciously advised HNI’s & Retail clients about the equity investments & facilitating them to manage their portfolio
 Spearheaded a team and ensured high morale amongst the team members; conducting recruitment, induction and training of the
staff in coordination with HO
 Managing the portfolio of clients for Equity, Derivative
 Appointed new franchisees and providing continuous support to them according to the assigned targets
 Dexterity in establishing healthy business relations with clients & external associates for securing repeat business & long term
customer loyalty and working towards solving their query resolution and escalations in an effective manner
Franchise
 Given 40 franchisees in 1 year with acquired 600 customer and 50HNI customer.
ANAGRAM STOCKBROKING LTD SINCE 01-03-2002 TO 30-11-2006.
Assistant Branch Manager
 Spearheading efforts as Assistant Branch Manager/Fund manager/ Investment advisor conducting in depth study of investment
markets to identify opportunities for wealth generation and kept the data inputs updated
 Providing expert advice to the clients on long-term and short-term investments in national markets with portfolio including Mutual
Funds, Equity and Debt
 Performing technical analysis of market movements and create ideal investment models to maximize returns on investment
 Develop & analyze various financial models, tools and techniques to arrive at simple decisions like buying or selling or standing still
regarding a particular stock
 Gathering market intelligence, creating database, understanding client needs and acquiring business by developing and
maintaining relationship with National Distributors and Banks
 Provide technical guidance to the team while setting performance parameters, deadlines & work delegation for them & providing
them various accolades to motivate them on regular basis
Franchise
 Credentials of successfully acquired15 sub brokers in a time period of one year and acquired 500 customers.

3. EDUCATIONAL CREDENTIALS
BACHELOR OF COMMERCE;
Bhavnagar University
CERTIFICATE
• NCFM
• NCFM CAPITAL MARKET MODULE
• NCFM DERIVATIVES MARKET MODULE
• NCFM COMMODITY MARKET MODULE
TECHNICAL PROFICIENCIES: ODIAN, NEAT, BOLT, Call N Trade, Microsoft Office and Open Office, Internet / Email
Date of Birth: 24th
May 1980
Linguistic Proficiency: English, Hindi and Gujarati
REFRENCE: 1) Vipul Sinha (Territory Head) : MARWADI STOCK BROKING LTD(AHM)
2) PRABIRSINGH (ZONAL HEAD): SMC GLOBAL SECURITIES LTD
3) PRASHANT ROY (CBM): ICICIBANK LTD
4) RANJEET SINGH (HR DEPT): ICICIBANK LTD