Wealth Relationship Manager
CurrentAdvice on ESG Mutual Funds.Acquisition of New Members for Sustainable wealth management.Mobilized deposit of 5 million CAD
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Sam Roy is listed as Wealth Relationship Manager at Vancity, a with 1944 employees, based in Surrey, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Sam Roy.
Sam Roy previously worked as Asst Vice President at State Bank Of India and Associate Vice President at Infoline Ltd (Rep. Sam Roy holds M.B.A, Marketing from D.Y.Patil Institute Of Management(Pune University).
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Sam Roy is a Wealth Relationship Manager at Vancity.
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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.
Other employees you can reach at vancity.com. View company contacts for 1944 employees →
Shaifa Sunderji
Colleague at VancityGreater Vancouver Metropolitan Area, Canada
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KS
Kim Stanski Mayze
Colleague at VancityMaple Ridge, British Columbia, Canada
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MM
Mimi Murray
Colleague at VancitySurrey, British Columbia, Canada
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RM
Rosie Makalai
Colleague at VancityBurnaby, British Columbia, Canada
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Aspi Ustad
Colleague at VancityVancouver, British Columbia, Canada
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MK
Mary Kokkas
Colleague at VancityGreater Vancouver Metropolitan Area, Canada
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RL
Raymond Lei, Cfa
Colleague at VancityVancouver, British Columbia, Canada
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SU
Sommer Urquhart
Colleague at VancityVancouver, British Columbia, Canada
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Nishant Palve
Colleague at VancityGreater Vancouver Metropolitan Area, Canada
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NS
Nancy Sidiropoulos
Colleague at VancityVancouver, British Columbia, Canada
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& Taxation -Passed
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Sam Roy works for Vancity.
Sam Roy is listed as Wealth Relationship Manager at Vancity.
Sam Roy is based in Surrey, British Columbia, Canada while working with Vancity.
Sam Roy has worked for Vancity, State Bank Of India, Infoline Ltd (Rep, Mashreq Bank, and Metlife India Insurance.
Sam Roy's colleagues at Vancity include Shaifa Sunderji, Kim Stanski Mayze, Mimi Murray, Rosie Makalai, and Aspi Ustad.
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Sam Roy holds M.B.A, Marketing from D.Y.Patil Institute Of Management(Pune University).
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