Raachyeta Sharma Roy

Columnist and Writer at Thrive Global India
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN
Languages
  • Hindi -
  • Gujarati -
  • English -

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Credentials

  • Certification in Mutual Funds
    National Institute of Securities Markets
  • Certified SP
    Insurance Regulatory and Development Authority

Experience

    • India
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Columnist and Writer
      • Jun 2019 - Present

    • India
    • Technology, Information and Internet
    • Co-Founder
      • Jan 2019 - Present

    • Co-Founder
      • Sep 2017 - Present

    • India
    • Banking
    • 700 & Above Employee
    • Product Manager, Head Office
      • Aug 2013 - Apr 2016

      Worked at the BOI Head Office as Product Manager for Wealth Management Products & the new NRI Division of the Bank. Responsible for business development, policy formulation, client service, marketing, new product development, market research and competitive analysis. Involved in creating the new branch expansion policy in relation to NRI branches pan India and serve as lead Account Manager for NRI customers, handling their queries and complaints, if any. Responsible for the smooth functioning of our Global Remittance Centre for speed remittances through the Bank.Wealth Management:Co-ordinated, strategized & aligned products, rolled out campaigns in sync with policies & regulations for generation of fee based income from distribution of Wealth Management Products. Have been instrumental in integration of Wealth Management Products in 360 degree view of the customers.• Responsible for allocation of budget & generating fee based income through distribution of Wealth Management Products • Conceived, designed & launched Annual & Quarterly Reward & Recognition Program for all stakeholders• Coordinated with 10 AMCs having tie up with the Bank for distribution of Mutual Fund productsNRI Portfolio- • Coordinated and monitored zones for creation/progress of NRI Branches and Cells. • Creating new products & processes based on customer feedback• Service clients through continuous engagement via email campaigns addressing NRI suggestions, complaints and queries and create and monitor regular communications with them on latest developments• Lead on revamping exercise at bank for NRI products, NRI webpage & mobile pages and NRI circulars• Coordinated new initiatives and policy changes for NRIs • Served as lead coordinator for events related to NRIs, working with internal events team• Responsible for budgeting for NRI Deposits • Event coordination for NRI meets pan India • Branding of BOI for national events pertaining to non-residents

    • Marketing Manager
      • Sep 2011 - Aug 2013

      -- Coordinated with the Ministry of Finance on the Public Fund Management System (PFMS) Module for MNREGA Payments pan India and bulk deposit acquisition and payments for Civil Ministry • I handled the NSDC Programme, now known as Prime Minister’s “Kaushal Vikas Yojana”, whose aim is to create employment opportunities for skilled labour in India in coordination with the Ministry of Skill Development. I have successfully managed to get opened 5 lakh accounts pan India under the NSDC Programme through Bank of India in 2014-15-- Served as lead Manager responsible for new client acquisition, relationship management, client servicing and engagement for the Mumbai North Zone area.-- Worked on the creation of a marketing campaign for the entire business mix of BOI products at the Mumbai Zonal Office (CC limits, SME loans, RBC loans, CASA, deposits, third party products etc.).-- Involved in B2B corpus development for bank through relationship building with corporates. -- Worked as Credit Officer for processing of Home Loan files in the Retail Business Centre and led a research study on the comparative analysis of PSU Banks in Mumbai.

    • India
    • Capital Markets
    • 700 & Above Employee
    • Executive Trainee
      • May 2008 - Nov 2008

      -- Developed and implemented a model for New Client Acquisition. -- Performed risk-reward analysis and formulated best-fit financial portfolios for Individual and Corporate Clients. -- Developed and implemented a model for New Client Acquisition. -- Performed risk-reward analysis and formulated best-fit financial portfolios for Individual and Corporate Clients.

Education

  • University of Mumbai
    Masters of Commerce
    2011 - 2012
  • Lala Lajpatrai Institute Of Management
    Master of Management Studies, Business Administration and Management, General
    2009 - 2011

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