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Reetabrata Bhattacharya Email & Phone Number
Financial Advisory|| Equity Research || Financial Modelling|| Finance enthusiast|| Account Manager in Anand Rathi Private Wealth ||Ex Relationship Manager at ICICI Bank || IMI Kolkata, PGDM '23 ||
at
Wizenius
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Advisory|| Equity Research || Financial Modelling|| Finance enthusiast|| Account Manager in Anand Rathi Private Wealth ||Ex Relationship Manager at ICICI Bank || IMI Kolkata, PGDM '23 ||
Location
Serampore-Uttarpara, West Bengal, India
Company size
Who is Reetabrata Bhattacharya? Overview
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Quick answer
Reetabrata Bhattacharya is listed as Financial Advisory|| Equity Research || Financial Modelling|| Finance enthusiast|| Account Manager in Anand Rathi Private Wealth ||Ex Relationship Manager at ICICI Bank || IMI Kolkata, PGDM '23 || at Wizenius, a company with 4 employees, based in Serampore-Uttarpara, West Bengal, India. AeroLeads shows a matched LinkedIn profile for Reetabrata Bhattacharya.
Reetabrata Bhattacharya previously worked as Account Manager at Anand Rathi Wealth Limited and Business Banking Relationship Manager at Icici Bank. Reetabrata Bhattacharya holds Pgdm, Business Administration And Management, General from International Management Institute, Kolkata.
Company email context
Email format at Wizenius
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Wizenius
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Profile bio
About Reetabrata Bhattacharya
An experienced Account Manager in the private wealth management industry, handling 62 unique HNI Client families with an AUM of 100Cr+. My expertise lies in managing client portfolios, providing them with market research & fund performance, devising investment plan thereby maximizing investment opportunities and generating exponential returns for the client.I have completed MBA Finance from IMI Kolkata and my forte lies in financial advisory, portfolio management, equity market research & financial consulting.My Career objective is to work in a challenging environment where I can utilize my analytical and interpersonal skills to add value to the organization and thus develop myself as a competent professional.I have the ability to work in a team as well as individually. Outside work, I am a avid chess player and I love reading books in my free time.Currently I am seeking for a full time job in finance, consulting and investment banking domain.Feel free to reach out on linkedin or contact me directly at reetobroto.reeto@gmail.com.Competencies: Company Analysis, Corporate Finance, Equity Research, Financial Statement Analysis and Reporting, Equity and Fixed Income Markets, M&A Investment Banking.
Listed skills include Leadership, Loan Servicing, Financial Knowledge, Equity Valuation, and 36 others.
Current workplace
Reetabrata Bhattacharya's current company
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Wizenius
7 roles
Reetabrata Bhattacharya work experience
A career timeline built from the work history available for this profile.
Account Manager
Current
Dec 2023 - Present
Business Banking Relationship Manager
Responsible for - generating cash credit and overdraft business working capital loans to new customers.- Timely renewal of loan tenures of existing customers by maintaining strong customer relationship and loyalty.- Providing hassle free interest servicing facility by implementing effective customer outreach program.- Coordinating with other Retail RMs and.
May 2023 - Nov 2023
Equity Research Intern - Automobile Sector
It is a 3 months long internship where I have learnt- Understanding Businesses, Sector and Economy.- Company analysis along with Corporate Governance Analysis, Financial Statement Analysis, Business Valuation, Equity Valuation and Industry Analysis.- In depth learning of Equity Research Report Writing.
Apr 2023 - Jun 2023
Mba Summer Intern
- Initiated 100+ VRM calls over the period and communicated with customers by phone, email, or in-person to provide information.- Generated Business of 0.4 million in FD and savings account.- Conducted a detailed study providing insights on improving services given to customer.- Received Pre Placement Offer (PPO) for good performance.
Apr 2022 - Jun 2022
Vice President Membership
- Orchestrated successful club meetings and conducted different Toastmasters Club Contests.- Onboarded more than 20 Members in my entire tenure.
Jan 2022 - Jun 2022
Intern
Sep 2021 - Dec 2021
4 education records
Reetabrata Bhattacharya education
Pgdm, Business Administration And Management, General
Bachelor Of Commerce - Bcom, Finance, General
Education record
Don Bosco School Liluah
Education record
Don Bosco School Liluah
FAQ
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What company does Reetabrata Bhattacharya work for?
Reetabrata Bhattacharya works for Wizenius.
What is Reetabrata Bhattacharya's role at Wizenius?
Reetabrata Bhattacharya is listed as Financial Advisory|| Equity Research || Financial Modelling|| Finance enthusiast|| Account Manager in Anand Rathi Private Wealth ||Ex Relationship Manager at ICICI Bank || IMI Kolkata, PGDM '23 || at Wizenius.
Where is Reetabrata Bhattacharya based?
Reetabrata Bhattacharya is based in Serampore-Uttarpara, West Bengal, India while working with Wizenius.
What companies has Reetabrata Bhattacharya worked for?
Reetabrata Bhattacharya has worked for Wizenius, Anand Rathi Wealth Limited, Icici Bank, The Valuation School, and Imi Kolkata Toastmasters Club.
How can I contact Reetabrata Bhattacharya?
You can use AeroLeads to view verified contact signals for Reetabrata Bhattacharya at Wizenius, including work email, phone, and LinkedIn data when available.
What schools did Reetabrata Bhattacharya attend?
Reetabrata Bhattacharya holds Pgdm, Business Administration And Management, General from International Management Institute, Kolkata.
What skills is Reetabrata Bhattacharya known for?
Reetabrata Bhattacharya is listed with skills including Leadership, Loan Servicing, Financial Knowledge, Equity Valuation, Investment Analyisis, Virtual Trading, Working Capital Lending, and Branding And Promotion.
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