Manoj Rawat

CEO

Greater Delhi, Delhi, India19 yrs 2 mos experience

Key Highlights

Proven leader in wealth management and financial services.
Expert in driving operational efficiency and process excellence.
Strong background in risk management and portfolio management.

Stackforce AI infers this person is a Fintech leader with expertise in wealth management and operational excellence.

Contact

manoj.rawat@live.in LinkedIn

Skills

Core Skills

Wealth ManagementRisk ManagementCustomer AcquisitionPeople ManagementCustomer Service ManagementData AnalysisSales OperationsOperations Management

Other Skills

Customer EngagementCustomer ExperienceCustomer RetentionCustomer SatisfactionCustomer SupportData ManagementDigital StrategyDerivativesEquitiesEquity DerivativesEquity TradingFinancial RiskInvestmentsLead ManagementLeadership

About

Experienced Head with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Financial Risk, Business Relationship Management, Risk Management, and Banking. Strong professional graduated from MMH Collage.

Experience

19 yrs 2 mos

Total Experience

2 yrs

Average Tenure

7 mos

Current Experience

Wealth discovery group

Vice President

Oct 2025 – Present · 7 mos · New Delhi, Delhi, India · On-site

Experienced leader driving business growth, operational efficiency, and process excellence in the wealth management industry.
lead cross-functional teams at Wealth Discovery Group to enhance profitability, streamline operations, and deliver superior customer value through process innovation and technology integration.
Key focus areas:
Process excellence and digital transformation
Strategic planning and execution
Business development and client acquisition
Team leadership and performance management
Compliance, governance, and risk control.
Approach combines data-driven insights with practical execution, ensuring sustainable business impact and measurable growth across all verticals.

Customer EngagementCustomer ExperienceCustomer RetentionCustomer SatisfactionCustomer Service ManagementCustomer Support+31

Ez wealth

Business Head

Oct 2025 – Present · 7 mos · New Delhi, Delhi, India

EZ Wealth is an online brand of Wealth Discovery Securities Pvt. Ltd, a Full Service Leading Stock Broker One stop solution for Trading, Investing, Financial planning, Income tax advice and Commission free mutual fund.
Equity | Derivatives | Currency | Commodity | Depository | Mutual Funds | AIF

Customer Service RepresentativesCustomer AcquisitionPeople Management

Religare broking ltd

Associate Vice President & Head - Central Dealing Desk

Apr 2025 – Sep 2025 · 5 mos · Noida, Uttar Pradesh, India · On-site

Religare Broking Limited (RBL) is a wholly owned subsidiary of Religare Enterprises Limited (REL) and is one of the market leading securities firms in India serving over 10 lakh clients across both Offline and Online platforms. Through its extensive footprint extending to over 400 cities, the company offers broking services in Equity, Currency and Commodity as well as depository participant services.

Customer SupportCustomer Service ManagementDigital MarketingData AnalysisData ManagementEquity Derivatives+2

Findoc

Head of Customer Service

Jun 2024 – Apr 2025 · 10 mos · DLF Cyber City Gurugram · On-site

Findoc is India's most popular stock broking company offering Algo Trading, Demat Account, Commodity, Equity Trading, Wealth Management, Derivatives, and Depository Services.

Customer SupportCustomer Service ManagementDigital StrategyUser Experience (UX)User Acceptance TestingStock Market+13

Master trust

Assistant Vice President CRM-Head of LMS, Online Business (Sales & Services) & CNT

Dec 2020 – May 2024 · 3 yrs 5 mos · Noida, Uttar Pradesh, India · On-site

"mastertrust" Online Share/Stock Trading & Investment Broker in India
India's trusted share trading platform, with 35 years of market experience, mastertrust offers online stock trading tools ..

Operations Management

Ez wealth

AVP-Sales & Marketing

Oct 2017 – Nov 2020 · 3 yrs 1 mo · New Delhi, Delhi, India

Different Discount Brokerage platform offered by Wealth Discovery Group.
EZ Wealth - One stop solution for Trading, in Equity , Future & Options and Commodities. Also offering Investment, Financial planning, Income tax advice and Commission free mutual fund.

Operations Management

Elite wealth advisors ltd.

CNT- Head

Jun 2017 – Sep 2017 · 3 mos · Mayur Vihar , New Delhi

Elite Wealth Advisors Ltd -Stock Market Advisory firm deals in Equity,Commodity and provides Wealth management services such as Financial planning,Portfolio management .

Operations Management

Mastertrust

2 roles

Manager- Sales & Service (My Value Trade)

Apr 2014 – May 2017 · 3 yrs 1 mo · Noida

My Value Trade (MVT) is a discount brokerage company part of the Master Capital Services Ltd. Incorporated in 1985; Master Capital Services Ltd
It's a leading financial services company in India with over 1.5 lakh clients. Company does business under the brand name ‘mastertrust’.
Master Trust Group entered in to discount brokerage business through My Value Trade in Aug 2014.

Operations Management

Asst Manager-Customer Care Operation

Nov 2011 – Apr 2014 · 2 yrs 5 mos · Noida

Master Trust - India's leading finance portal for latest stock updates, commodity news, Mutual Funds, IPO, Forex Market, Financial Planning & Insurance Products.

Operations Management

Dish tv

Sr. Executive -Customer Srevices

Mar 2011 – Nov 2011 · 8 mos · Noida

DishTV India Ltd. (stylised as dishtv) is India's Direct to Home (DTH) television operator . launched the first DTH service in India on 2 October 2003. The company decided not to compete against entrenched cable operators in metros and urban areas, and instead focused on providing services to rural areas and regions not serviced by cable television.

Operations Management

Tech mahindra

Sr. Executive

Nov 2006 – Jun 2009 · 2 yrs 7 mos · Noida Area, India

Tech Mahindra BPO's global delivery standards have resulted in numerous longstanding client relationships with Fortune 500 companies.

Operations Management

Zee turner ltd

Executive - Rural Task Force

Nov 2004 – Sep 2006 · 1 yr 10 mos · New Delhi, Delhi, India

Zee Turner Ltd is a joint venture between Zee Entertainment Enterprises Ltd ( Essel Group and Turner Broadcasting System a Time Warner company). It has the mandate to distribute the channels of Zee group and Turner group as well as other satellite TV channels for the territories of India, It started operations on 2nd Dec 2002 and has the largest bouquet of channels in the Indian TV channel distribution industry.

Operations Management