Prabal Banerjee Email & Phone Number

Kolkata, West Bengal, India

• Regular involve in the business development process, co-ordinate with management, understanding investment strategies, provide infrastructure support for investment operation & servicing. • Performing market research & business analysis, track activities of financial markets, competitive outlook to identify industry trends & opportunities. Regularly monitor & keep knowledge of Value Research, Money control, Morning star, mymf & advisor khoj.com & Bloomberg.• Developing & implementing business expansion plan,marketing strategy, documentation of process & procedures of investment plans. • Provide advice on Multi-Asset Investment, portfolio construction & asset allocation. Keep monitor & understanding of investments products – Equities, Bonds-Fixed Income, Mutual Funds, ETFs, PMS, Insurance – Life & General, Corporate Fixed Deposit, NPS & Alternatives. • Conduct training, program, seminar & presentations on Financial Planning & investment goals with multiple audiences. • Recruiting required human resources, extend direction & guidance to the marketing & sales team for institutional, HNI & retail client business segments. Conduct weekly / monthly business review process of the organization.

Kolkata, West Bengal, India

• Conducted training & interactive sessions on products, sales & NISM Mutual Fund certification, Fixed deposit & NCD to IFAs, business partners, intermediaries & relationship Managers.• Responsible for connecting to the large number of distributors & intermediaries to create network & establish business in wide geographical areas of Eastern region.• Actively participate to develop business strategy & planning for the organization.

Eastern Region

• Responsible for business development projects of Training & Investor Awareness programme in Eastern Region. Conducted IAPs on behalf of IDFC MF & DHLF Pramerica MF.• Conducted Financial Empowerment training Programme at Tata Consultancy Services Ltd (TCS). This training programme is part of HR Induction session, coordination with TCS–HR Dept. Zonal Office, Kolkata.• Conducted Post Retirement Financial Planning & training sessions at North Eastern Electric Power Corporation ( NEEPCO). This programme is part of HR Session training assignment coordination with Power HR Forum ( A Forum of PSU’s under Ministry of Power).• Organized training sessions & presentations on Investment at various district forums, PSUs, clubs & other public forums.

East & Central Region

 Responsible for Mutual Fund business of East & Central Region- Six States as Zonal Head.  Lead Eastern Region with help of thirty members team of twelve branches. Developed retail distribution network in West Bengal, Orissa, Bihar, Jharkhand, Chhattisgarh, Assam & North East States.  Responsible for regional HR activities including setting up KRA, continuous training & motivate of entire team members, identify & recruiting talents from within & outside of industry. Maintain operational & process related jobs with high level of compliance & look after overall administration of the region. Penetrate District Development Projects including develop major district towns and industrial Townships Handling direct sales & marketing activities for L&T Group Employees & organizations. Played a key role & responsible for two important transition phases of the organization- in first phase conversion from DBS Chola MF to set up L&T MF (opening up branch offices & recruited required manpower) & in second phase acquisition of Fidelity MF ( responsible for stability of AUM & manpower).

East & Central Region

 Independent charge of marketing, sales – over all business development for Escorts Mutual Fund -Eastern Region. Responsibilities include identifying potential areas, launching new products through distribution network, selection of franchisees & expansion of distributor’s network. Responsible to build business relationship with corporate & SMEs.

Eastern Region

 Responsible for resource mobilization department in Eastern Region – Fixed Deposit & Bill Rediscounting Products. Monitoring & coordinating distributors & client servicing. Looked after overall administration of the dept.

West Bengal, Bihar & Orissa

 Developed retail distribution network in West Bengal, Orissa & Bihar.  Sales & marketing of fixed deposit product & primary market issues.

Lucknow, Uttar Pradesh, India

 Space selling & campaign execution- coordinating with leading organizations at Lucknow, Uttar Pradesh. Actively coordinated with collection & recovery team.

Kolkata, West Bengal, India

 Responsible for selling industrial products & client servicing.

Nism Series V-A -Mutual Fund Distributors Professional Education, Mutual Fund

Chartered & Advanced Financial Goal Planner ( Cfgp & Afgp) - Certification, Financial Planning

Executive Management Program, Financial Derivatives

Certification, Financial Accounting & Computer Application

Graduate In Commerce, Business & Accounts