Dipankar Das Gupta Email & Phone Number

Toronto, Ontario, Canada

• Build and develop extensive contacts base and networks with a view to recruiting financial professionals and career-minded individuals for building financial services advisory and planning practice
• Research and study financial products and services offered by major financial institutions and financial services providers in Canada in order to prepare knowledge base for offering superior level of financial advisory.
• Resumed association with the organization on return from India in order to build independent practice as financial and insurance advisor
• Carrying on marketing, networking and prospecting activities in order to build up clientele and acquiring knowledge about insurance products and services subsequent to acquisition of insurance license in November 2021.

Mumbai, Maharashtra, India

• Liaised with banks, financial institutions and regulatory bodies in order to establish a start-up investment banking and corporate finance advisory services company
• Devised and formulated expansion and growth strategies to be pursued by the investment banking and corporate finance advisory services start-up venture
• Developed network of contacts and prospects in order to market and promote the services of the company in order to build up its book of business in a highly competitive market environment

Kolkata Area, India

• Interacted and liaised with investment bankers and institutional investors in order to raise institutional investment into corporate private equity fund of leading agrilogistics and food supply chain management company
• Marketed and promoted corporate private equity fund to Asian limited partners at Hong Kong event
• Developed networks and relationships with leading management consultants and service providers in order to improve and streamline company procedures for setting up corporate private equity fund

Mississauga

• Devised commodities and currency trading strategies and executed currency trades on successful completion of intensive currency trading training program
• Advised clients on planning and implementation of successful currency trading, hedging and carrying strategies using renowned international online trading platform, with a specialized focus on currency crosses.

Mississauga

• Originated and funded mortgage business of over $20mn. from multiple sources
• Liaised with lenders for approval and funding of difficult mortgage cases
• Prepared and maintained appropriate mortgage documentation in order to comply with procedural & legal requirements

Toronto, Canada Area

• Assessed, evaluated and researched the foreign currency requirements of large and medium-sized businesses in the U.K. and in North America
• Marketed and promoted the company’s foreign exchange broking, dealing and management services to the treasury departments of such companies, preparatory to transitioning to position of foreign exchange trader
• Added over 70 new client accounts over a 2-year time period, recognized as a top lead generator and producer

Banking And Financial Services Diploma, Banking And Financial Services

Acquired CSC with first class honours and CFIC with top grade.

Canadian Financial Services & Mortgage Underwriters Diploma, Financial Services, Brokerage & Underwriting, A+

Honours Bachelor Of Arts (B.A.), Major In Economics & Statistics, Minor In Mathematics