Sam Roy Email & Phone Number

Surrey, British Columbia, Canada

Advice on ESG Mutual Funds.Acquisition of New Members for Sustainable wealth management.Mobilized deposit of 5 million CAD

Established 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

Project Customer satisfaction.

M.B.A, Marketing

M.Com, Finance

& Taxation -Passed

B.Com, Business Administration

Education record