Sam Roy Email and Phone Number
Sam Roy is a Wealth Relationship Manager at Vancity.
Vancity
View- Website:
- vancity.com
- Employees:
- 1944
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Wealth Relationship ManagerVancity May 2022 - PresentSurrey, British Columbia, CanadaAdvice on ESG Mutual Funds.Acquisition of New Members for Sustainable wealth management.Mobilized deposit of 5 million CAD -
Asst Vice PresidentState Bank Of India Oct 2008 - Mar 2024Established the Deposit & Investment channel & in no time Usd 150 million deposit base was created.Launched India Info line in GCC and able to establish the brand Image in the market.Received acknowledgement from ICICI Prudential for good team management and generate 1 million premium in first month of operation.Appreciated from Tata AMC for delivering dynamic leadership quality.Recruited from India to work towards the launch of the new division i.e. Bancassurance channel in Dubai and was also an effective Team member to sale ALICO policies in the first week of operation.Played a key role in launching of MetLife in Pune.Achieved the target of reviving the maximum number of lapsed policies of the previous Sales Team Manager along with my own Insurance Advisors team. Worked as a team from the Pune Branch to achieve the largest collection in terms of insurance units & premium from all the branches of Bajaj Allianz.Played a key role in setting up of new project of SembCorp Logistics at Chakan in finance planning &managing funds along with setting of consultants & contractors bills.Actively played a key Auditor for Ernst & Young in the Due diligence audit, for the merger and acquisition of the Hindustan Coca cola and Britco ltd.The Summer project in Tata Steel (TISCO) on Customer Satisfaction got the best project award from the MD Mr. Muttu Raman -
Associate Vice PresidentInfoline Ltd (Rep Nov 2006 - Oct 2008
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Relationship OfficerMashreq Bank Oct 2005 - Oct 2006 -
Sales ManagerMetlife India Insurance Jan 2005 - Sep 2005
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Sales Team ManagerBajaj Allianz Life Insurance Co Ltd Jun 2003 - Dec 2004 -
Sales ExecutiveMerrill Lynch Jan 2003 - May 2003 -
Summer ProjectTata Steel (Tisco) May 2002 - Jun 2002Project Customer satisfaction.
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Junior OfficerSembcorp Logistics India Pvt Ltd Jan 2000 - May 2001
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Audit AssistantErnst & Young India Pvt Ltd Aug 1996 - Dec 1999
Sam Roy Education Details
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D.Y.Patil Institute Of Management(Pune University)Marketing -
Symbiosis(Pune University)Finance -
Symbiosis(Pune University)Business Administration
Frequently Asked Questions about Sam Roy
What company does Sam Roy work for?
Sam Roy works for Vancity
What is Sam Roy's role at the current company?
Sam Roy's current role is Wealth Relationship Manager.
What schools did Sam Roy attend?
Sam Roy attended D.y.patil Institute Of Management(Pune University), Symbiosis(Pune University), Symbiosis(Pune University), Dr. D. Y. Patil Vidyapeeth.
Who are Sam Roy's colleagues?
Sam Roy's colleagues are Donna Lau, Pcp, Antonella Fabrizio, Karen A., Beulah Goligher, Gerard Chandra, Shweta Totad, Cole Scott.
Not the Sam Roy you were looking for?
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Samvit (Sam) Roy, MBA
Toronto, On -
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