Sam Roy

Sam Roy Email and Phone Number

Wealth Relationship Manager @ Vancity
vancouver, british columbia, canada
Sam Roy's Location
Surrey, British Columbia, Canada, Canada
About Sam Roy

Sam Roy is a Wealth Relationship Manager at Vancity.

Sam Roy's Current Company Details
Vancity

Vancity

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Wealth Relationship Manager
vancouver, british columbia, canada
Website:
vancity.com
Employees:
1944
Sam Roy Work Experience Details
  • Vancity
    Wealth Relationship Manager
    Vancity May 2022 - Present
    Surrey, British Columbia, Canada
    Advice on ESG Mutual Funds.Acquisition of New Members for Sustainable wealth management.Mobilized deposit of 5 million CAD
  • State Bank Of India
    Asst Vice President
    State Bank Of India Oct 2008 - Mar 2024
    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
  • Infoline Ltd (Rep
    Associate Vice President
    Infoline Ltd (Rep Nov 2006 - Oct 2008
  • Mashreq Bank
    Relationship Officer
    Mashreq Bank Oct 2005 - Oct 2006
  • Metlife India Insurance
    Sales Manager
    Metlife India Insurance Jan 2005 - Sep 2005
  • Bajaj Allianz Life Insurance Co Ltd
    Sales Team Manager
    Bajaj Allianz Life Insurance Co Ltd Jun 2003 - Dec 2004
  • Merrill Lynch
    Sales Executive
    Merrill Lynch Jan 2003 - May 2003
  • Tata Steel (Tisco)
    Summer Project
    Tata Steel (Tisco) May 2002 - Jun 2002
    Project Customer satisfaction.
  • Sembcorp Logistics India Pvt Ltd
    Junior Officer
    Sembcorp Logistics India Pvt Ltd Jan 2000 - May 2001
  • Ernst & Young India Pvt Ltd
    Audit Assistant
    Ernst & Young India Pvt Ltd Aug 1996 - Dec 1999

Sam Roy Education Details

  • D.Y.Patil Institute Of Management(Pune University)
    D.Y.Patil Institute Of Management(Pune University)
    Marketing
  • Symbiosis(Pune University)
    Symbiosis(Pune University)
    Finance
  • Symbiosis(Pune University)
    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.

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