Deputy Manager in a reputed bank

BIMAL SAHAMBA, B.Com, NISM & AMFI Certified E-mail: *************@*****.***

DOB: 20th Mar 1986

Address: A-409, Saikripa Apt, Bldg No:255, Sector-5, Sanpada, Navi Mumbai - 400705 Ph: 976-***-****

objective

Seeking a platform in a reputed company to explore my vision and utilize my skills and qualifications for the prosperous benefits and successful future for me and my respective company. I want to prove myself for achieving company's goal.

Personal Profile

Dedicated and Sharp working, passion about learning new things, ability to clarify and articulate goals and Strong believer in Team work leads to success.

Kotak mahindra bank ltd

Designation: Deputy Manager Functional Area: Marketing & operation Duration: June2016till date

Kotak Mahindra Bank is one of the leading Indian private sector Bank, It offers a wide range of banking products and financial services for corporate and retail customers through a variety of delivery channels and specialized subsidiaries in the areas of personal finance, investment banking, life insurance and wealth management.

Job responsibilities include:

Promote and educate products like investment management solutions to Retail & HNIs through CA-SA, loan against Securities, Mutual Fund, and Insurance & Assets Products.

Increase CASA balance in allocated portfolio either through Deepening or Acquisition.

Revenue acquisition through cross-selling and up-selling of financial products and services to the mapped clients (LI, MF, FX, FD, RD, Assets, PRP).

Managing the banking and investments relationship and responsible for overall growth of liabilities & Investment business.

Enhance AUM Size through new client acquisition ( Fresh CA-SA, MF, FD )

Developing and maintaining banking relationships with the select group of high net worth customers through individualized customer service.

Ensures high levels of customer service orientation and application of bank policy.

Informs customers of new products or product enhancements to further expand the banking relationship.

Plans and conducts special sales initiatives and events for prospective and existing clients.

Tracks customer complaints/queries and turnaround times for customer satisfaction

Maintains complete relationship record for assigned customer accounts.

Anand Rathi Share and Stock Brokers LTD.

Designation: Assistant Branch Manager Functional Area: Finance & Marketing Duration: May2014June2016

Anand Rathi is a leading full service financial services firm covering the entire gamut of investor.

Job responsibilities include:

Promote and educate products like investment management solutions to HNIs through Equities, Derivatives, Currency, Commodity, IPO & Other Financial products (loan against Securities, Mutual Fund, and Insurance & Structure Products).

Single point of relationship management official of the Anand Rathi for HNI client.

Responsible for deepening the existing relationship by cross selling Third Party Investment products.

Active portfolio Management through profit booking and switching activities. ( As per client Consent )

Involve in increasing customer engagement through daily portfolio and Market updates.

Provide complete Investment solution as per client profiling system.

Periodically reviews the existing relationship of the entire customer from Equity as well as cross holding perspective and also ensure that client should educate on the best financial solution.

Maintain a healthy Gross Margin, achieve targets and ensure clean Account Receivables.

To handle fairly large Customer base with volumes exceeding multiple crores.

Manage Key Accounts for business retention and generating more volumes from them

Achievements:

Win 3rd highest SIP & MFSS Mobilization Contest In the month of October 2015(In PAN INDAI)

Win BIG- DEAL Contest for Client Acquisition In the month of 1st October 30th November 2014

11th Member of THE ELITE XI - Contest for generating highest NFO Revenue In the month of February 2015. (In PAN INDAI)

Karvy Stock Broking LTD.

Designation: Assistant Manager Functional Area:Sales & Marketing Duration: Dce2012 Aug 2013

Karvy Stock Broking Limited,one of the cornerstones of the Karvy edifice, flows freely towards attaining diverse goals of the customer through services .Creating a plethora of opportunity for the customer by operating up investment vitas backed by research advisory services.

Job responsibilities include:

Sales and promote products like Equities, Derivatives, Currency & Commodity.

Arrange different lead generation activities for increase cluster revenue.

Represent companys GOTX terminal for best trading platform for retail as well as HNI Client.

Maintain a healthy Gross Margin, achieve targets and ensure clean Account Receivables.

Manage Key Accounts for business retention and generating more volumes from them.

ADITYA BIRLA MONEY LTD.

Designation: Executive-Marketing Functional Area: Sales & Marketing Duration: May 2011 Nov 2012

Aditya Birla Money Limited is a broking and distribution player, offering products like company deposits, mutual funds, insurance, structured products, alternate investments, property services and has a premier wealth management service arm to cater to HNI customers.

Job responsibilities include:

Acquire new client for different product as like Equity, Commodity, MF,Insurance,FD & Bonds.

Arrange promotional activities in corporate for product promotion and sales appreciation.

Maintain relationship with existing client and push them for Third party products.

Generate revenue through advice client and insists them for daily trading.

Promotion MY UNIVERSE which awarded for best product of the year for investment management.

Handle Channel Partner and Direct Selling Agent for Third party products.

Achievements:

Done 150cr volume in day (Highest Branch Level volume in PAN INDAI)

Accuret wealth advisory co pvt.ltd.

Designation: Wealth Manager Functional Area: Sales & Promotion Duration: Octo2010 Apr 2011

Accuret wealth advisory is an advisory based company,Specially for Financial Planning, Assets Management, Risk Management, wealth Management and Portfolio Management.

Job responsibilities include:

Awareness campaign for Mutual Fund and Equity & Debt Instrument.

Contact with companies Management team for Approval of Promotion Activities.

Especially Promote companies main Advisory Product (ACMFPA, ACMFWA).

Fulfill all the customer communication from branch end.

Educational qualification

Master of Business Administration (MBA) From Bharathidasan University in 2010.

NCFM & NISM Certification (Equity & Currency Derivatives) In 2013.

IRDA Certification In 2014

SEMINAR ATTENDS

NSE-Sponsored Workshop Under the aegis of

Investor awareness and protection Programme (IAPP)-KUBER Model.

BSE-Sponsored Workshop Under the aegis of

SEBIs Securities Market Awareness Campaign.

Computer Proficiency

Operating System: Windows(98, 2000,XP & 2007).

Application Software MS Office: MS Word Excel & Power Point,Vlookup, Xlookup.

Financial Accounting Professional: Tally (8.1& Tally 9),Fact-Pro, Ex-Next, ACE & Accord

Personal Details

Father's Name : Mr. Bijoy Kumar Saha

Marital Status: Single.

Nationality : Indian

Languages Known : English, Hindi &Bengali

I hereby declared that above information is true & correct to the best of my knowledge.

Thanking you

BIMAL SAHA.

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