Volunteer

• Nov 2020 - Present

Assistant Vice President

• Apr 2018 - Sep 2018

• Looked after Banking & Institutional Channel for East - Promote and sell the organization’s products and services by maintaining excellent interpersonal skills with Banking relationships & Institutional clients with the end result of continuous and healthy subscription to organization’s funds and ensuring adequate mix across all products to achieve specified sales targets. • Establish annual, quarterly, monthly, weekly sales plans and prioritize and schedule own activities so these targets are met well within the timeline. Coach and mentor less experienced sales representatives to achieve their sales targets by empowering them with the knowledge of local AMC market with competitive advantages of our product and services. Developing markets, enhancing market share as well as taking care of external stakeholders’ learning across funds and various investment products to offer. Pursue sales leads, by visiting existing and new customers who may be of strategic importance to the organization, Assess customer needs and suggest appropriate products and services, Respond to more complex customer enquiries, Negotiate prices and delivery times within limits of authority, Conclude sales orders to meet revenue targets, Identify, research and contact prospective customers and build positive relationships which will generate future sales and repeat business, Refer sales leads, Customer feedback and information on competitor activity to appropriate contacts within the organization so that they can respond to changing market conditions and customer demands. • Develop long-term sales plans for key customers and accounts and monitor and adapt sales activities so that these objectives are met within specified time limits.

Senior Manager

• Apr 2016 - Mar 2018

• Pre-Sanction Stage - Liaison with prospective borrowers to obtain documentation like title deeds, initiating title search report, undertaking valuation, conducting search in CERSAI portal, scrutinizing customer docs like MOA, Bye laws etc. • Post-Sanction Stage - Arranging for resolution of inconsistency/ discrepancy raised by credit team by liaising with client and at the same time managing the internal stake holders. • Post - Disbursement Stage – Conduct unit inspections as advised by the credit monitoring team, prepare the inspection report and submit to monitoring team with highlighting flash report in case of any adverse observations. Follow up with borrowers for recovery of installments due, obtention of stock statements, FFR’s, renewal of insurance policies, project progress report. Monitor transactions in escrow accounts, revaluation from time to time in case of change in Govt. policies and external market conditions.

Chief Manager (Corporate Salary)

• Aug 2015 - Apr 2016

It was a Team Leading Profile. Was looking after Corporate Salary business of West Bengal, Orrisa & Assam by servicing existing mapped corporates and getting salary business from them and scaling up the business by acquiring new corporates. Responsible to grow the CASA book and generate fee income by selling Bank’s in house and 3rd party products to existing and newly acquired clients.

Chief Manager (Corporate & Investment Banking)

• Nov 2014 - Aug 2015

• Looked after liability business of Large Corporates (1000 Crores+ companies) in East. • Managed large corporates like ITC Ltd, Shree Cement, Birla Group, Simplex, CESC etc. • Was responsible for CASA & FD book growth by servicing the existing clients and acquiring new clients by providing them customized solutions.

Relationship Partner (Business Banking)

• Oct 2013 - Nov 2014

• Was responsible for acquiring high value liability, asset, trade forex & TASC clients. Generation of revenue from CASA, trade forex, asset utilization & cross sell of Bank’s third party and other in-house products. • Organized various knowledge seminars for MSME & EXIM clients to help them grow their businesses where the Head of MSME, WBSIDC, DGFT, Customs & YES BANK’s senior level management comes to honor the guest speakers’ chairs. • Was responsible for acquiring high value liability, asset, trade forex & TASC clients. Generation of revenue from CASA, trade forex, asset utilization & cross sell of Bank’s third party and other in-house products. • Organized various knowledge seminars for MSME & EXIM clients to help them grow their businesses where the Head of MSME, WBSIDC, DGFT, Customs & YES BANK’s senior level management comes to honor the guest speakers’ chairs.

Relationship Manager (Personal Banking)

• Aug 2011 - May 2013

• Job profile was to acquire HNI clients and generate wealth business from them. Cater customer service and portfolio management to existing and as well as newly acquired HNI clients and generate references from them for future business. • Use to do different types of promotional activities in trade fairs, joggers’ parks and use to organize seminars for HNI clients in collaboration with different wealth partners. • Job profile was to acquire HNI clients and generate wealth business from them. Cater customer service and portfolio management to existing and as well as newly acquired HNI clients and generate references from them for future business. • Use to do different types of promotional activities in trade fairs, joggers’ parks and use to organize seminars for HNI clients in collaboration with different wealth partners.

Customer Service Executive

• Dec 2009 - Aug 2011

• Responsible for giving customer service and looking after branch day to day operation and at the same time acquire new clients to grow CASA book & sell them bank’s core products like Term Deposits, Lockers, Gold Loans & cross selling of bank’s third party products like Life Insurance, General Insurance, Demat Account, Mutual Fund & various structured wealth products (FMP, MIP, Bonds etc). • Responsible for giving customer service and looking after branch day to day operation and at the same time acquire new clients to grow CASA book & sell them bank’s core products like Term Deposits, Lockers, Gold Loans & cross selling of bank’s third party products like Life Insurance, General Insurance, Demat Account, Mutual Fund & various structured wealth products (FMP, MIP, Bonds etc).

Financial Planning Manager

• Nov 2007 - Feb 2008

• Was responsible to provide customer service and generate wealth management business from existing customers and provide information about other services offered by the bank. Do portfolio management for the existing premier and Power Vantage customers. Generate references from existing customers. • Organize promotional as well as social events for premier and power vantage clients, Organize Knowledge forum for investors, in collaboration with the different Asset Management Companies. • Visit to different companies (IBM, PWC, CTS, TCS, ITC), give presentations on different services offered by the Bank to salary account holders.

Sales Manager

• Apr 2007 - Aug 2007

• Recruitment of advisors & proclaiming business through them & arranging all the resources to meet the preset objectives and deliver the business in order to achieve weekly, monthly target which leads to Quarterly target as a whole. • Increase business of the company & the brand image by showing accountability in every possible terms. • Recruitment of advisors & proclaiming business through them & arranging all the resources to meet the preset objectives and deliver the business in order to achieve weekly, monthly target which leads to Quarterly target as a whole. • Increase business of the company & the brand image by showing accountability in every possible terms.

Financial Adviser

• May 2006 - Apr 2007

• Deliver the business in order to qualify for everyday contests, weekly contests, monthly contests & overall quarterly contests. • Deliver the business in order to qualify for everyday contests, weekly contests, monthly contests & overall quarterly contests.

Business Development Officer

• Jun 2005 - Apr 2006

• Develop the credit card business by increasing maximum numbers of card out by visiting different corporates, companies and organizations. • Develop the credit card business by increasing maximum numbers of card out by visiting different corporates, companies and organizations.