Vimal Darji has over 10 years of experience in financial services. He currently works as an Assistant Manager at Motilal Oswal Securities Ltd, where he is responsible for strategic analytics, target setting, manpower planning, and driving productivity. Previously, he worked at Angel Broking Ltd for over 5 years in roles of increasing responsibility, including as an Executive in operations and arbitrage. He holds an MBA and has certifications in company secretarial practice and securities markets.

1. VIMAL DARJI
Mobile: 9870660681 Email: vimalrdarji@gmail.com
Add: Flat No 201, Plot No D/66, Komal Society, Sector 10, Shanti Nagar, Mira Road (East) District- Thane -401107
SYNOPSIS
 Committed to professionalism and able to work under strict deadline. Possess excellent written and verbal
communication skills and hands on experience on presentations to senior management. Strong command on
MS Office applications like Excel, Power Point
 Overall Ability to Manage a team & involved in Strategic Planning, Target Setting, Manpower Planning,
Analysis & Driving Productivity.
ORGANISATIONAL DETAILS
1. Oct-2014 till date with Motilal Oswal Securities Ltd, as Asst. Manager (Analytics &
Strategic role
Analytical:
 Target Setup Channel wise & Tracking Achievement on various parameters (Revenue, Acquisition,
ARPC, Active Clients, SIP & PMS etc.)
 Manpower Planning city wise done for expansion along with cost analysis on the present location &
seats available across group company
 Weekly & Monthly Basis Review Presentation for management along with analytics on profitability,
revenue Client behavior, Segment wise, Channel wise, Growth Trend shared
 Analysis on various business parameters (TO, Rev, ARPC, Active Clients, Margin..etc) for growth & de
growth at client, channel, branch & region level Shared
 Sales, Advisor Productivity Efforts & Results tracked on daily & monthly basis to find the laggards &
reports published for strategic decisions
 Conducting weekly & monthly con-call with RH to track business and productivity.
 Incentive calculation & Analysis and release the payout.
Business Support & Coordination:
 Providing support to various channel head for analysis & data related to team performance & cost
 Coordination with HR, Business SPOC, IT, Heads for development of the processes
 Training to Sales & Advisors on CRM/CMS
 Initiated Super Achiever Process – Branch & Advisor
Project Initiated:
 Incentive structure development in CRM
 Branch Auto Dialer for OAO team
 Automation of dashboard & various important MIS which are - Efforts & Results for PAN India (Sales,
Advisor & Leadership) across channels & their performance review
 Hierarchy Structure in CRM
 Client Induction Program
 Lead/Prospect movement in CRM
2. April 2009 to Oct -2014 at Angel Broking Ltd.
A. Job profile – Jul 2012 to Oct -2014 as Sr. Executive
Accountabilities & Attainments
 Approval of Subscription scheme request for activation using angel In house link
 Creating 35 Series A/c for the new Subscription client as well for renewal
 Sending EOD JE & EOW file to JV Banking on daily basis (client whose voucher get activate)
 Coordination with software team for any system Issues / New system Development /Cost saving
initiative

2.  Shifting old code to new code due to change in branch and thereby transferring the balance amt of
OLD client code to new client 35 series a/c.
 UAT (User Acceptance Testing) of all the above process and make it lives
MIS & Various Reports:
 Checking brokerage rate of the entire active client as per the scheme maintaining MIS of the same
 Preparing Activation List and sending it to KYC Team (client whose voucher get activate)
 Preparing Inactive client list for brokerage checking after expiry to KYC team
 Making Brokerage Reversal to Vallan Report every weekly for All segments file
 Prepare data for SEBI inspection and BSE and NSE inspections
Projects:
 Authorization Activity
 ING & Central Bank of India – Client Brokerage sharing process
B. Job profile – Feb 2011 to July 2012 as Executive Operations
Accountabilities & Attainments
 Handling SEBI Mandatory Payout Process
 Generating Contract notes from Back Office
 Generating E Sauda Summary files, reconcile the data with Back office, preparing MIS
 Was involved in DP statement & disclosure process
 Generating Quarterly Ledger and coordinating with the vendor
 Daily co-ordinate with Zen-TECH or others vendors for printing contract notes,E sauda summary, DP
statement, quarterly ledger..etc
MIS & Various Reports:
 Making Provision on monthly basis of Quarterly Ledger Statement, E sauda summary, Commodity
monthly statement.
 Reconciliations with Post office statement/Bills and release payout.
Projects:
 Updating new or change request in software as per the Department requirement in PRMS(Project &
Resource Management System).
 Initiated Mumbai region Contract notes Software development.
 Doing UAT (User Acceptance Testing) of all the above process and make it lives.
C. Job profile – Apr 2009 to Feb 2011 as Executive - Arbitrage
 Coordination with all departments including Risk Management, Banking, Accounts, De mat, Legal, IT,
CTCL etc.
 Mentoring 03 Arbitrage Branches & handle the Arbitrage team of 10 + member and 80 + arbitrager
pairs
 Handling Risk Management, Pay in & Pay out of Fund & Share under Arbitrage Client Code
 Updating of exchange files
 Profit & Loss sheet, Fund Utilization sheet, Annualized Return report to top management on expiry of
every valan & on daily basis
 Dividend Distribution & Penalty sheet distribution report
 Daily Outstanding Position to Arbitrager
ACADEMIA & AVHIEVEMENTS
 Pursuing MBA from NMIMS
 CS (Company Secretaries) Executive Cleared.
 T.Y.B.com from Mumbai University 2009, passed with First class (72%)
 HSC from Maharashtra Board 2006, Passed with First class (60%)
 SSC from Maharashtra Board 2004, passed with second class (50%)
 Cleared NISM-VII series Exam certification from NSE
 GEM of the month – July’16 (Motilal Oswal Financial Services)
SKILL SET
Computer Skills: Windows 98, 2000, XP/Professional, Internet, MS-office

3. PERSONAL DETAILS
Date of birth : 6th August 1988.
Marital Status : Married
Hobbies : Listening music, Playing Cricket
Declaration:
I, hereby declare that the above-mentioned particulars are correct to the best of my knowledge.