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DEBARCHANA (Debi) Roy
Objective
Pursuing a career growth as a key business development executive with Oracle
Core Competency:
Build relationships with high value business customers
Having 6+ years of client relationship experience related to direct sales
Ability to travel more than 50%
Self-motivated, goal-driven, high performance sales professional with a history of exceeding employer expectations
Acquiring brand new business relationships through cold calling, attending business mixers, generating leads from wire logs, off site visits
Work on acquiring new business relationships for the bank
Help business grow by helping them with their CREDIT needs
Identify various opportunities to help business customers leverage Wells Fargo products and services
Partnering up with business banking partners in giving the right financial solution to the customers
Regularly working on commercial banking operational policies
Coaching and mentoring junior bankers to cross sell and help customers succeed financially
Team-player
Skills and Accomplishments
Always exceeded goals as a banker, starting from my rookie quarter, platinum club, every quarter.
Awarded with ‘Wells Fargo Spotlight to Success’ for exceeding CREDIT goals in the entire west coast region in 2013 for cold calling and business generation.
Recognized for 2013 Greater Bay Region in business banking.
Got the first position as the business banking specialist till date, maximized in highest outside sales generator in the entire greater bay region as well as top 7 ranking in the wells fargo west coast banking.
Over exceeding in revenue and credit goals.
Always exceeding CREDIT goals in the entire greater bay region.
Awarded with the ‘Star Performer Recognition’ for year 2012 in personal banking.
Awarded with a ‘WOW ‘Certificate of Highest Revenue Creator in Eastern India Region (can submit actual paper upon request) from NIIT LTD.
Received corporate recognition for generating the highest number of sales in my region(name published in NIIT newsletter)
Introduced and contributed in the deployment of new sales policies and procedures.
Believes in building strong external clientele through a cordial relationship with the outside market.
Proficient in MS Office and equally strong in oral and written communication skills.
Completed Oracle 9i Database training certificate at NIIT training center
Experience
Oct,1st,2014- till date: Commercial lending officer/acquisition banker for peninsula market, Wells Fargo bank-
Responsible for coaching and developing sales team, coordinating conference calls, and exceeding monthly sales goals.
Accountable for generating $13-15mm revenue every year
Bringing in new businesses on board through cold calling and networking events.
Collaborate with key stakeholders in treasury management, and deposit team for implementation as well as technology departments on planning and execution of business strategy
Identify cross-sell opportunities, makes outbound sales calls, and develop business relationships with potential customers through in-person sales calls, personal contacts, and networking and other outside activities.
Specialize credit underwriting and approving commercial loans, including real estate financing, both conventional and SBA side
Responsible for managing bank partnerships effectively to maximize lead opportunity
Offer deposit, lending and other small business product solutions in order to serve as an expert in cross-selling business packages and achieving profitability objectives that meet the customer’s needs and financial goals
Responsible for preparing high impact presentations to bank leadership as well as potential clients
Jan2013- sept2014: Business Banking Specialist, Wells Fargo Bank, CA:
Establish and strengthen customer relationships by providing extensive, personalized service.
Maintain relationships with customers to discuss business banking financial needs, opens new accounts, and cross-sells additional bank products and services.
Identify cross-sell opportunities, makes outbound sales calls, and develop business relationships with potential customers through in-person sales calls, personal contacts, and networking and other outside activities.
Offer deposit, lending and other small business product solutions in order to serve as an expert in cross-selling business packages and achieving profitability objectives that meet the customer’s needs and financial goals
Jan 2012- Dec 2012- Personal Banker, Wells Fargo Bank, CA:
Perform intermediate duties and support related branch operational activities and financial services.
Meet and exceed sales goals while helping customers with their financial needs.
Partner up with business partners to help customers accomplish their financial goals.
Aug 2010 – Dec2011, Avex Funding Corporation Milpitas, CA
Mortgage Sales / Loan Coordinator and Processor-
Generate new clients through cold calling and referrals
Understand & comprehend mortgage sales through proper and patient closing
Building & Retaining new clientele and maintaining existing relationships through time-to-time ‘rapport build up’ calls
Locking loans and doing mathematical analysis for accuracy
Underwriting loans when required.
Maintaining time and skill management through proper utilization of available resources
Make follow-up calls to the existing borrowers at regular intervals, thereby maintaining the healthy relationship of trust and reliance.
Mar 2007-Oct 2009, NIIT Ltd. Kolkata, India
Career Counsel Manager-
Managed and developed a team of student advisors
Facilitated, managed and achieved sales target.
Career counsel new students.
Jan 2006- Mar 2007 NIIT Ltd. Kolkata, India
NIIT Certified Senior Student Advisor-
Designed and developed innovative program
Developed leadership programs in the business faculty
Met and exceeded monthly sales expectations.
Education
2002-2005 Calcutta University India
Bachelors in Business Commerce
Graduated with Honors in Accounting and Marketing
References
Available upon request