Vijay Agrawal

Business Development Executive

Mumbai, Maharashtra, India27 yrs 7 mos experience
Highly Stable

Key Highlights

  • 22 years of diverse experience in finance and education.
  • Expertise in wealth management and investment advisory.
  • Proven track record in business development and training.
Stackforce AI infers this person is a seasoned leader in Fintech and Wealth Management sectors.

Contact

LinkedIn

Skills

Core Skills

Business DevelopmentAdvisory ServicesWealth ManagementInvestment AdvisoryTraining

Other Skills

B2B Business StrategyRelationship ManagementRisk ManagementWealth Management ProductsMarketing StrategiesTraining ProgramsBusiness ApplicationsTeachingInvestmentsFinancial ServicesCommoditySalesMarketingEquity Derivatives

About

I have over 22 years of experience, spread over 15 years in the Franchise Business, Financial Services, Stock Broking & Wealth Management space, and 7 years in Management Education & Training.

Experience

Angel one

Business Head -Broking (Assisted Business)

Jan 2026 – Present · 3 mos · Mumbai, Maharashtra, India · On-site

Motilal oswal financial services ltd

Senior Group Vice President-Head - DIGI Partners Business

Jan 2020 – Jan 2026 · 6 yrs · Mumbai

Angel broking

Vice President – B2B

Nov 2011 – Dec 2019 · 8 yrs 1 mo · Mumbai Metropolitan Region

  • Head of Services & New Initiatives – B2B
  • Key Responsibilities:
  • B2B Business Strategy & New Initiatives
  • Relationship Management & Business Development of Sub-Brokers
  • Providing Advisory Services to Business Partners
  • Risk Management
B2B Business StrategyRelationship ManagementBusiness DevelopmentAdvisory ServicesRisk Management

Unicon securities pvt. ltd.

Vice President-Products & Investment Advisory-Wealth Manangement

Jul 2009 – Oct 2011 · 2 yrs 3 mos

  • Development of Wealth Management Products & Solutions
  • Investment Advisory
  • Marketing Strategies-Wealth Management business
  • Training Programs for Advisory & Sales teams
  • Development & Implementation of Business Applications
Wealth Management ProductsInvestment AdvisoryMarketing StrategiesTraining ProgramsBusiness ApplicationsWealth Management

Motilal oswal securities ltd

AVP

Jan 2004 – Jan 2009 · 5 yrs · Mumbai Metropolitan Region

Itm institute of financial markets (itm-ifm)

Program Head, ITM–IFM (MBA–Financial Markets)

May 2001 – Sep 2004 · 3 yrs 4 mos

  • Leading MBA-Financial Markets program at ITM-IFM
  • Teaching & Training to PGDBA/MBA students
  • Conducting training programs for executives

Shri vaishnav institute of management

Asst. Professor-Finance

Jan 1998 – May 2001 · 3 yrs 4 mos

TeachingTraining ProgramsTraining

Education

Prestige Institute of Management & Research Indore

MBA — Finance

Jan 1994 – Jan 1997

Devi Ahilya Vishwavidyalaya

B.Com — Accounts & Taxation

Jan 1991 – Jan 1994

Stackforce found 100+ more professionals with Business Development & Advisory Services

Explore similar profiles based on matching skills and experience

Himanshu Pravinchandra Pandya

Himanshu Pravinchandra Pandya

Founder

at HP Private Wealth Advisory Services

Mumbai, India24 yrs 7 mos exp
Wealth ManagementInvestment AdvisoryInvestment ManagementLeadershipMarketing
Hansi Mehrotra

Hansi Mehrotra

Founder

at The Money Hans

India32 yrs 9 mos exp
Financial EducationCommunicationStrategyInvestment AdvisoryClimate
Amit Goel

Amit Goel

Co-founder & Chief Global Strategist

at PACE 360

Delhi, India30 yrs 10 mos exp
Advisory ServicesBusiness DevelopmentFinancial MarketsInvestment Management
JR

Jonathan R.

Deputy Head of European Markets - Member of the Investment Committee

at Bordier & Cie, Banquiers Privés

Geneva, Switzerland18 yrs 8 mos exp
Private BankingWealth StructuringClient ManagementDigital AssetsClient Acquisition
Abhinay Gupta

Abhinay Gupta

AVP - Investments Advisor

at HDFC securities

Mumbai, India10 yrs 4 mos exp
Financial PlanningInvestment AdvisoryClient Management
Rohan Gandhi

Rohan Gandhi

Relationship Manager

at A D Naik Wealth

Mumbai, India1 yr 7 mos exp
Wealth Management ServicesFinancial PlanningResearch MethodsCommunicationSales
Sandeep Nirvan

Sandeep Nirvan

Chief Investment Planner

at Xpertvoice

Ahmedabad, India22 yrs 3 mos exp
Investment ManagementFinancial Planning
Ariel Serber

Ariel Serber

Director of Client Success

at Lions Financial

New York City, United States23 yrs 11 mos exp
Financial PlanningRisk ManagementFinancial ServicesRetirement Services