Ajay Bhaskar

Founder

Mumbai, Maharashtra, India22 yrs 9 mos experience
Highly Stable

Key Highlights

  • Over 24 years in financial services leadership.
  • Expert in investment banking and business development.
  • Proven track record in retail operations and market expansion.
Stackforce AI infers this person is a seasoned leader in the Financial Services industry with a focus on investment banking and retail operations.

Contact

Skills

Core Skills

Investment BankingBusiness DevelopmentRetail OperationsMarketing InitiativesEquity DistributionBusiness Associates ManagementStock Market DevelopmentClient AdvisingMerchant Banking

Other Skills

Strategic Financial PlanningBusiness ProcessesMIS ImplementationNetwork ExpansionTeam LeadershipBranch Office SetupProject ConsultancyPublic Issues ManagementEquitiesCapital MarketsTeam ManagementDerivativesWealth ManagementTradingStrategic Planning

About

Senior enterpreneurial executive with more than 24 years of experience with India's leading and most respected Financial Services Organisations such as JM Financial Services, Karvy Financial Services, Motilal Oswal & Prabhudas Lilladher Pvt. Ltd, thereby managing sales, marketing, operations, along with which have been experienced in heading the All India Retail Operations and have been presently heading institutional Sales in the industry of Financial Services.

Experience

Nine alps corporate advisors

Managing Partner & Founder

Nov 2023Present · 2 yrs 4 mos · Mumbai, Maharashtra, India

  • We’re focused on empowering SMEs to grow and thrive. By combining strategic investments with deep market insight, we support businesses poised for innovation, scale, and strong returns. I’m passionate about helping SMEs overcome challenges, access capital, and unlock their full potential.
Investment BankingStrategic Financial PlanningBusiness Development

Wetransform advisors llp

Partner

Oct 2019Sep 2023 · 3 yrs 11 mos · Mumbai Area, India

Wallfort financial services ltd

Head -Institutional Equity Sales

Jun 2014Sep 2019 · 5 yrs 3 mos · Mumbai, Maharashtra, India

Prabhudas lilladher

2 roles

Head - Retail

Promoted

Jun 2009Oct 2012 · 3 yrs 4 mos · Mumbai Metropolitan Region

  • As the Head for Retail - wholly responsible for setting up a network of 325= Franchisees & Branches across the country.
  • Additional responsibilties of leading Marketing initiatives like Research Seminars, Referral Schemes and Advisory Services.
  • Successful managed to ride on the Retail Network's success by launching Commodities and Currency and by activating 100 locations within the span of 6 months.
  • Affluently superintended the entire Retail Business Processes.
Retail OperationsMarketing InitiativesBusiness Processes

Vice President

Jan 2004Jan 2005 · 1 yr · Mumbai Metropolitan Region

  • As the Vice President, solely responsible to handle the existing set up of 51-business associates spread all over India.
  • Additional responsibilties of the smooth transition of existing trading systems to VPN Networks as well as well expansion of the existing network of Business Associates in order to achieve its target to increase the business associates to 100 by the end of the year 2004.
Business Associates ManagementNetwork Expansion

Motilal oswal financial services ltd

Regional Head - Western India

Jan 2004Jan 2006 · 2 yrs · Mumbai, Maharashtra, India

  • As Head, was solely responsible for the growth and business development of the Western Region comprising of Mumbai, Gujarat, Rajasthan, Madhya Pradesh & Chattisgarh.
  • Additional responsibilty of the expansion of the existing network in the region and growth of Equity Distribution (both Offline & Online), Commodities, PMS Business & the successful implementation of MIS package - Talisma across the region.
Business DevelopmentEquity DistributionMIS Implementation

Karvy financial services limited

Regional Business Head

May 2001Dec 2003 · 2 yrs 7 mos · Mumbai Metropolitan Region

  • As Head, was wholly accountable to develop the stock market retail businesses at Mumbai and Pune respectively, and was fortunate to improve the business performance by 150% in one year's time.
  • Additionally was responsible fot the growth of Stock Broking Distribution - in the form of Mutual Funds, Bonds, Fixed Deposits, Depository Services leading a team of 50 employees.
Stock Market DevelopmentTeam Leadership

Wallfort financial services ltd

Vice President

Jan 1998Mar 2001 · 3 yrs 2 mos · Mumbai Metropolitan Region

  • As Vice President, wholly responsible for setting up the 4 branch offices at Mumbai & 2 in the rest of India.
  • Was greatly accountable for supervising the front office and back office as well as the interactions of both BSE i.e. (the Bombay Stock Exchange) & the NSE i.e. the (National Stock Exchange) respectively, on a daily basis.
  • Solely involved in advising high net worth clients on various investment avenues in the capital markets.
Branch Office SetupClient Advising

Tci finance ltd

Head - Merchant Banking Division

Jan 1995Jan 1997 · 2 yrs · Greater Hyderabad Area

  • As head, set up the Merchant Banking Division of the company and was awarded the "No.1 Merchant Banker."
  • Set up 5 strategic offices across India and responsible for Project Consultancy, Project Reporting, Consultancy - Fund Raising through institutional funding of IPOs.
Merchant BankingProject Consultancy

Dcl financial consulting ltd

Head - Merchant Banking Division

Jan 1992Jan 1994 · 2 yrs · Greater Hyderabad Area

  • As Head, solely responsible for setting up the Merchant Banking Division and was awarded the No.1 Merchant Banker of the Company.
  • Additionally, involved in managing and marketing of various Public Issues in the capacity of Underwriters to the issue.
Merchant BankingPublic Issues Management

Education

IMI Delhi

Master of Business Administration - MBA

Jan 1991Jan 1992

Delhi University

Bachelor of Commerce - BCom

Jan 1981Jan 1984

Kendriya Vidyalaya

Jan 1969Jan 1981

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